Retirement >>

Nick Paleveda MBA J.D. LL.M
5 bad pieces of advice from the Dave Ramsey radio show
Article posted by Nicholas Paleveda MBA J.D. LL.M
Dave Ramsey appears to be not very educated in basic personal finance. In spite of this, the power of the radio gives him a following.

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My Practice >>

Paul Wilson
Living with impact
Article posted by Paul Wilson
Jason Jenkins sees big changes ahead for the financial services industry. But if there’s one thing life has taught him, it’s that the best way to handle a challenge is to face it head-on.

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Life >>

Ike Devji
Life insurance: a vital debt management and asset protection tool for young doctors
Article posted by Ike Devji
I continually talk to both young and older doctors who have an irrational resistance to life insurance typically because of a fear of being taken advantage of in the purchase transaction and/or because of the perceived high costs to buy coverage.

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Annuities >>

kstartt
Can I build my own annuity?
Article posted by Kevin Startt
So, if I can get a pepperoni and pickle pizza to the customer in 30 minutes or less, can I build a fixed indexed annuity in 30 minutes? The road to success is dotted with many tempting parking places. Building your own FIA is not one of them, I’m afraid.

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Health >>

Tye Elliott
Small businesses are making smart choices: Brokers can help employers adopt best practices
Article posted by Tye Elliott
Recent changes to the way employers think about health insurance have led many business leaders to focus on how their company can control costs and stay competitive, which at times comes at the expense of the workforce. However, brokers may have experienced that small-business clients are doing a few things right when it comes to providing smart health insurance options for employees.

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