I think almost every financial professional should be somewhat astute with Social Security. However, only a minority...
Retirement (Consumer) Blogposts
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...
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