If you have been watching the news lately, you have noticed that there has been turmoil in the stock and bond markets...
Annuities (Consumer) Blogposts
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...
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...
Guaranteed Streams of Income Make You Happier
It was a beautiful day, and because it was a weekday morning with no boats on the water - except for us - the water...