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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
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11 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
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11 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
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13 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
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11 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
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214 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
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222 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
  349 Hits
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349 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
  327 Hits
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327 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
  255 Hits
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255 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
  362 Hits
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362 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
  296 Hits
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296 Hits
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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
  307 Hits
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307 Hits
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June 2018

​R esist the Fan's Expertise Employees Want Their Pensions Back What's the Real Price of R etirement? Is Care-giving  In Your Fina ncial Future?     Download PDF File Here
  393 Hits
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393 Hits
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May 2018

​ 'Guaranteed' is Better than 'Safe' ​ Taxes: The Obvious and Not-So-Obvious ​ Non-Can: A Term You Need to Know ​ You Should Be a Rate-Shopper   Download PDF File Here
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373 Hits
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April 2018

  "If We Hurry..." ​ The Real-Life Story-Song of Harry Chapin ​ If You're One of the 10%, Cool. If Not, Keep Working. ​ CSRs Are Not Financial Professionals   Download PDF File Here
  363 Hits
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363 Hits
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March 2018

Re-Inventing Personal Finance Auto-Enrollment: A "Nudge" Toward More Debt? "Too Late Smart" About Life Insurance? Three Steps to Preventing The Lost Estate Plan   Download PDF File Here
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322 Hits
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February 2018

Who Passes Up a 400 Percent Return? The Tension between Opportunities and Guarantees Tax Management Can Be a Financial Emergency   Download PDF File Here
  325 Hits
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325 Hits
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January 2018

College Education v. Debt and Savings Unintended Consequences: 401(k)s Clobber the Best Savers Term Life Insurance: It's Not So Simple   Download PDF File Here
  348 Hits
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348 Hits
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December 2017 Newsletter

Better Benchmarks for Financial Balance!  While every personal economy is different, key aspects of successful wealth management can be articulated with simple benchmarks which, if followed, give you a solid chance of surviving or thriving under most circumstances. Many of the personal finance metrics still in use today trace their origins to ...
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347 Hits
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November 2017 Newsletter

How would you pay $50,000 in medical bills, due over the next six months? Much of the planning in personal finance is focused on the future, like how much needs to be saved to retire, and how much of what's saved can actually be spent. But the future has a slim chance of coming to fruition if the financial challenges of the present aren't adeq...
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388 Hits
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