Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to...
Ex-Spousal Social Security Benefits (Soundbite)
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Taxes Blogposts
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 register for our FREE "Addressing Long-Term Care...
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...
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