My Horrible Experience with a “Personal Banker”
A client of mine has been going crazy as she is the power of attorney for one of her family members, as well as a...
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.
A client of mine has been going crazy as she is the power of attorney for one of her family members, as well as a...
Below is a webinar that was conducted for consumers across the country on 4/23/24. https://youtu.be/dEHCZEjEYiU
Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
Social Security analysis is about so much more than JUST Social Security. It is also about the other income an...
In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to...
https://youtu.be/ph9YPrhi_mY
https://youtu.be/TaDzfgBHOBc?si=WTETX-KwbRuZnkRf
This video is a video of what a "retirement income plan" conversation looks like that takes place after one of our...
https://youtu.be/FOoW6mJXIek
Kai-Zen is a great premium financing program whereas for every dollar the client puts in, the Kai-Zen banks contribute...
https://youtu.be/3svBirW93NA
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