In today's uncertain economic landscape, individuals are increasingly seeking reliable and secure ways to safeguard...
Annuities (Consumer) Blogposts
Required Minimum Distribution Reference Guide
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IRA Beneficiary Distribution Guide and Cheat Sheet
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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...