In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to...
Consumer Content Blogposts
Probate: What is it and How to Avoid it When a Loved One Dies
Over the years, I witnessed a few families that experienced a loved one’s death and had to go through the “probate”...
Estate Planning Ideas and Reasons to “Gift” Now
This article is meant to give just a couple of quick updates on gift and estate tax limits that have recently been...
Adding Potential Long-Term Care Costs to Retirement Planning
This is another great whitepaper by our good friend Heather Schreiber!!! To navigate the pages, click the arrows that...
The Top Social Security Mistake That Consumers Make
I think almost every financial professional should be somewhat astute with Social Security. However, only a minority...
Video: One of the Most Common Social Security Mistakes.
https://youtu.be/WHLGjjgqffE
What is So Great About An Annuity???
In today's uncertain economic landscape, individuals are increasingly seeking reliable and secure ways to safeguard...
Required Minimum Distribution Reference Guide
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
IRA Beneficiary Distribution Guide and Cheat Sheet
To view the various pages in the below document, click the arrows at the bottom of the document to navigate pages.
Social Security Spousal Survivor Benefits
Social Security is a program that provides financial assistance to eligible individuals, including retirees, disabled...
What is Long-Term Care?
Long-term care refers to the services and support provided to individuals who require assistance with daily activities...
Charlie’s Broker World Article: Is Delaying Social Security Worth It?
One of Charlie's favorite things to do is to write for various trade publications on financial and retirement matters....