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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Additional Posts
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 sign up for the May 26th webinar on...
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. So, I thought it would be...
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 attendees and her husband. For...
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 Expenses In Retirement" Webinar that is...
My Story of Mt. Everest
https://youtu.be/QSYBOEWymFY
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 5 items to consider below. Roth IRA...
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