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No Resolution Yet to Silicon Valley Bank
No Resolution Yet to Silicon Valley Bank

Call Me Lucky
Call Me LuckyThe other day, I made a call to a family friend, who is educated to the extent that when connecting the dots for him, he definitely has...

Interest Rates Suddenly Lower
Interest Rates Suddenly LowerBut This Time For The Wrong ReasonNPV (price) of bonds notably higher, and why? Because of fear, due to the issue that...

Silicon Valley Bank: A Canary Appears
Silicon Valley Bank: A Canary AppearsThe FDIC closed and seized Silicon Valley Bank today. After the live broadcast, only certain segments will be...

Portfolio Analyzer | My Explanation
Portfolio Analyzer | My ExplanationYou Need To Know How To Use ItThere are tools that tell you how likely it is that your money will last. Western...

MA Open Enrollment Period | Ends March 31
MA Open Enrollment Period | Ends March 31For Existing Medicare Advantage Members OnlyFor most Medicare Advantage members, you can change once but...

Marle (above) Wants You To Sit Down
Marle (above) Wants You To Sit DownThere is a huge different between:I am a poker player.I know how to play poker.Do you know why I don’t play...

Probability-Adjusted Exercise = Every Personal Finance Topic
Probability-Adjusted Exercise = Every Personal Finance TopicSo is poker. It’s probably a stretch, but the saying exists: “Poker is life.” Seems...

You Cannot Exchange Statistics For Groceries
You Cannot Exchange Statistics For GroceriesThe crossfire at this point in time is incredible.Overall earnings lowerInterest rates higher in the...
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- Certified Financial Planner,Chartered Life Underwriter, a Chartered Financial Consultant, and a licensed insurance producer in multiple states
- He is the author of Maximize Your Medicare (Allworth Press). nationally-recognized Medicare expert,
- Education Fellow at the Alliance For Lifetime Income
- Speaker in the front of many diverse audiences: Institute For Wealth & Investments, the State Bar of Michigan and many others
- Quoted in local and national media in every format