Browse My Most Recent Articles

April 17, 2013
Using marginal income tax rates may be a flawed approach

March 29, 2013
Same sex couple benefits misses the whole point

February 21, 2013
Why do the affluent often fail to protect the family fortune?

February 15, 2013
The psychology of money: Why we sacrifice our financial future for instant gratification

January 30, 2013
Retirement planning: The home is Americans' number one asset

January 7, 2013
New Year's resolution: Steps to help clients get out of debt and save money

September 7, 2012
The proposal swap: The new bait and switch scam

August 28, 2012
Why indexed insurance products may be the only game in town

July 19, 2012
Managing adjusted gross income for tax savings

July 4, 2012
Obamacare: Is the repeal for real?

June 28, 2012
Obamacare upheld: economic relief for millions or the catalyst for the next recession?

May 30, 2012
Transgendered Americans and actuarial science: The dude looks like a lady

May 23, 2012
Terry Savage head and shoulders above Suze Orman

May 9, 2012
Locked up with Glenn Neasham

May 1, 2012
MetLife isn't the Hindenburg

April 20, 2012
Life insurance proposals: vapor on paper

April 9, 2012
Compliance defiance: Don't judge me

March 26, 2012
PPACA: What will the Supreme Court decide?

March 22, 2012
Life insurance in the fast lane

March 8, 2012
Disability insurance boot camp: deciphered, demystified, decoded, Pt. 2

February 14, 2012
Section 79 plans are back big time, Pt. 2

January 24, 2012
Section 79 plans are back big time, Pt. 1

January 9, 2012
Reducing taxes on IRA distributions during life or death

December 28, 2011
Clients with modest net worth use charitable gift annuities

December 6, 2011
Maximizing retirement income with life insurance — the tax issues

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