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    Thursday, September 24, 2009
    I'm mad as hell
    This article attempts to explain what's wrong with retirement savings, and suggest solutions, if there are any.
    Thursday, August 6, 2009
    My Social Security program (and yours)
    Periodically, Congress addresses OASDI, but doesn't do anything to make things better. Read this article to learn about Social Security's plight.
    Thursday, July 2, 2009
    The U.S. retirement income system, Pt. 3
    Part three of this series on a yet-to-be-developed U.S. retirement income system discusses ideas for an employer- and government-sponsored retirement income system.
    Monday, June 1, 2009
    The U.S. retirement income system, Pt. 2
    Part two of this series on a yet-to-be-developed U.S. retirement income system touches on micro income basics.
    Tuesday, April 28, 2009
    The U.S. retirement income system
    The U.S. retirement income system doesn't exist... but it could. Read on to learn how.
    Monday, March 16, 2009
    The beneficiaries and you
    Read this article to learn how beneficiary designations can turn things into a nightmare between you and your clients.
    Friday, February 20, 2009
    Three-dimensional financial planning: Using life insurance a...
    This article examines a creative yet simple strategy that will open to the door to more and more new clients.
    Friday, January 16, 2009
    Is my safe money safe? Pt. 4
    In Part four of this article series, we'll review how the system protects "tax-exempt" retirement plan assets. Our ongoing goal is to make sense out of a bunch of confusing laws.
    Friday, January 9, 2009
    Is my safe money safe? Pt. 3
    This column reviews some muddled laws in not only these 50 states, but also in the District of Columbia and Puerto Rico -- laws that safeguard the proceeds and avails of life insurance contracts.
    Friday, January 9, 2009
    Is my safe money safe? Pt. 3
    This column reviews some muddled laws in not only these 50 states, but also in the District of Columbia and Puerto Rico -- laws that safeguard the proceeds and avails of life insurance contracts.
  1. My Social Security program (and yours)
    Periodically, Congress addresses OASDI, but doesn't do anything to make things better. Read this article to learn about Social Security's plight.
  2. I'm mad as hell
    This article attempts to explain what's wrong with retirement savings, and suggest solutions, if there are any.
  3. Is my safe money safe? Pt. 4
    In Part four of this article series, we'll review how the system protects "tax-exempt" retirement plan assets. Our ongoing goal is to make sense out of a bunch of confusing laws.
  4. The U.S. retirement income system, Pt. 3
    Part three of this series on a yet-to-be-developed U.S. retirement income system discusses ideas for an employer- and government-sponsored retirement income system.
  5. Is my safe money safe? Pt. 2
    This column takes a look at your clients' No. 1 concern -- that they will go broke -- as well as examine those assets most identified with income in retirement.
  6. The U.S. retirement income system
    The U.S. retirement income system doesn't exist... but it could. Read on to learn how.
  7. The U.S. retirement income system, Pt. 2
    Part two of this series on a yet-to-be-developed U.S. retirement income system touches on micro income basics.
  8. Getting out of retirement's income mess: A four-legged stool
    Presently, the outlook for U.S. retirement income is bleak. When you consider all the bad news, indeed, one's worst fear - running out of money - could become real.
  9. Three-dimensional financial planning: Using life insurance a...
    This article examines a creative yet simple strategy that will open to the door to more and more new clients.
  10. Is my safe money safe? Pt. 3
    This column reviews some muddled laws in not only these 50 states, but also in the District of Columbia and Puerto Rico -- laws that safeguard the proceeds and avails of life insurance contracts.
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