Browse My Most Recent Articles

June 1, 2012
Cash value life insurance: the foundation that supports American families and small businesses

September 2, 2011
​George Washington introduced a personal finance model to 21st century Americans in 1766

July 27, 2011
The mortgage monolith vs. common sense and common decency

May 11, 2011
Direct recognition, indirect recognition and the dangers of agent misinformation

April 29, 2011
The primary responsibility of insurance and financial advisers: Who is your clients' real financial adviser?

April 15, 2011
Two secrets the IRS and Wall Street don’t want you to know

March 9, 2011
Your physician and your financial adviser: Two peas in a pod?

February 23, 2011
I'm mad as hell about deceptive illustrations of products with weak guarantees

February 4, 2011
A principle of Eurekonomics: Big is bad

December 30, 2010
The antidote to the collective economy

November 23, 2010
​Your clients’ personal economies: ideas and ideals vs. ideology

October 27, 2010
​EUREKONOMICS™ principles vs. investment products

September 21, 2010
The truth about whole life insurance

July 30, 2010
Eurekonomics challenges conventional wisdom myths

July 15, 2010
An introduction to Eurekonomics, Pt. 3

July 7, 2010
An introduction to Eurekonomics, Pt. 2

July 2, 2010
An introduction to Eurekonomics, Pt. 1

May 26, 2010
How whole life insurance can save Social Security

May 14, 2010
Retirement planning in one easy lesson

April 22, 2010
Seven ways you can help your clients beat the Behemoths at their own game

April 6, 2010
What a UL of whole life insurance policy loan isn't, what it is, and how to explain it to your clients

March 26, 2010
A primer on whole life and universal life

March 24, 2010
Save first, invest later, speculate never

March 9, 2010
Accumulating cash value in life insurance policies

February 17, 2010
Eurekonomics considers "financial planning" an oxymoron

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