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Consumer Articles and Videos

Charlie writes several articles a month for various financial industry media and educational outlets.  Through this blog, he is bringing his educational writings and videos directly to you, the consumer!!!  Subscribe at the bottom of this page and enjoy.

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Ex-Spousal Social Security Benefits (Soundbite)

Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security...

Roth IRAs: The Basics and Not-So-Basics

With the  tax increases that will almost inevitably happen, the entire world is talking about...

Medicaid In Plain English

Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was...

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