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February 2020

In this issue we will be covering these topics:  ​ A Sophisticated Perspective on Cash The Trustee for Your Estate Plan: Choose Wisely Should You Pay Off Your Mortgage Before Retirement? Why You'll Select the Aardvark Account   Download PDF File Here
  35 Hits
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35 Hits
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January 2020

In this issue we will be covering these topics:  Eustress to Relieve Money Stress Real ID and Other Important Documents Gradually, Then Suddenly - In Cars The Virtues of Prosperity   Download PDF File Here
  202 Hits
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202 Hits
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December 2019

In this issue we will be covering these topics:  ​ Making a List, Checking it Twice Is Now...Could Be Later...Might Not When You're Saving, Save Room for Dessert Have You Been "Framed" About Retirement?   Download PDF File Here
  291 Hits
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291 Hits
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November 2019

In this issue we will be covering these topics: The Desirable Borrower Keeping it Real Individual Disability Insurance: A Must-Have for "Specialized Incomes" A Bunch of Good Reasons to Give   Download PDF File Here
  358 Hits
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358 Hits
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October 2019

In this issue we will be covering these topics:  Finding a T-Shirt That Fits Don't Be a Test Pilot! The Unfortunate Phenomenon of Gray Divorce The After-50 Entrepreneur   Download PDF File Here
  829 Hits
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829 Hits
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September 2019

In this issue we will be covering these topics: ​ Is Family Caregiving in Your Future? Intentional Inheritance Cash Value Loans? Gotcha! Don't Compartmentalize Your Retirement Plans   Download PDF File Here
  381 Hits
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381 Hits
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August 2019

In this issue we will be covering these topics:  8000 Days: Imagine the Possibilities Don't Blame the Coffee How You Doin'? (A Self-Assessment) FOMO and FOL: the Same but Different   Download PDF File Here
  364 Hits
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364 Hits
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July 2019

​In this issue we will be covering these topics ​: Playing Moneyball with Life Insurance Insight: High Income ≠ Financial Savvy Dynamic Principles for a Good Year The Duty of Every American: Archiving Tax Records   Download PDF File Here
  967 Hits
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967 Hits
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June 2019

​In this issue we will be covering these topics: Do You Believe? A Fix for "Dumb Money"  Why Are We Under-Prepared For Widowhood?  Reality Check: The Delusion of an Athletic Scholarship  How Life Insurance Could Extend Your Life     Download PDF File Here
  416 Hits
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416 Hits
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May 2019

​In this issue we will be covering these topics: How Savings Protect Your Investments  The Chart of the Century  Spending: The House Drives Everything  More Money or More Time?     Download PDF File Here
  482 Hits
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482 Hits
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April 2019

​In this issue we will be covering these topics: "Stupid" Rules and Principles Section 199A: Unintended Consequences for Small Business Owners Pirates and Password Retrieval The Framing of Tax Refunds    Download PDF File Here
  489 Hits
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489 Hits
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March 2019

​In this issue we will be covering these topics:  A Blast From The Past (As in 1999)  "The Bank of Mom & Dad" vs. Retirement The First Life Insurance Decision 4 Percent Consols: The Oldest "Active" Debt    Download PDF File Here
  481 Hits
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481 Hits
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February 2019

In this issue we will be covering these topics: ​ Planning for Leisure - Before Retirement Debunking a 'Flat Earth' Theory Can You Adjust Your Biological Age? Premium Financing: Leverage for Life Insurance   Download PDF File Here
  639 Hits
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639 Hits
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January 2019

In this issue we will be covering these topics: ​The Others In Your Retirement Your 2018 Tax Return: Will You Pay More or Less? Cover Your (Small Business) Assets. IRA. 401(K). YOYO   Download PDF File Here
  523 Hits
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523 Hits
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December 2018

A Retreat to Move Forward Easing Off Accelerated Debt Reduction Getting to "AHA" with Whole Life Insurance Can Imaginary Numbers Effect Real Change?   Download PDF File Here
  727 Hits
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727 Hits
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November 2018

Getting On The Right Track To Buy or Rent? Your Results May Vary Smart Giving Remembering What You Already Forgot   Download PDF File Here
  659 Hits
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659 Hits
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October 2018

The Deception of the Ledger Life After Driving: An Overlooked Phase of Retirement In America, Anyone Can Borrow Like a President (But Should They?) Who's In Your Dunbar Number?   Download PDF File Here
  653 Hits
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653 Hits
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September 2018

The Antidote for Irritationality Keep Saving "Alive" During A Disability The Backstory for "Buying The Farm" Empty Nest Catch-Up Plans   Download PDF File Here
  739 Hits
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739 Hits
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August 2018

Is It Time to Flip the Script? Keeping Permanent Life Insurance Permanent College Knowledge: 136 Names for Student Loans That's Funny (And True).   Download PDF File Here
  620 Hits
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620 Hits
0 Comments

July 2018

On Fire For Retirement Paid-Up Whole Life Insurance- With Just One Payment Are Your Vital Records Certified? Business Built to Survive Creative Destruction   Download PDF File Here
  740 Hits
  0 Comments
740 Hits
0 Comments