In today's uncertain economic landscape, individuals are increasingly seeking reliable and secure ways to safeguard...
Consumer Content Blogposts
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....
Video: Ex-Spousal Social Security Benefits (Soundbite)
Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to...
Roth IRAs: The Basics and Not-So-Basics
With the tax increases that will almost inevitably happen, the entire world is talking about Roth IRA‘s. ...
Medicaid In Plain English
Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of...
The Long-Term Care Option You Never Heard Of…
First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing...
Video: My Story of Mt. Everest
https://youtu.be/QSYBOEWymFY
5 Tax Considerations Before January 1
It is that time of year where getting your financial ducks in a row is in order. With that, I created a quick list of...
Video: Where Many Advisors Fall Short
Below is a video where Charlie discusses the three areas where consumers agree that financial professionals often fall...
Your Top 6 Questions About Social Security Benefits – Answered
When am I eligible to file for Social Security Benefits?You’re eligible to file for Social Security benefits once you...