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In theory, I am wildly underpaid
In theory, I am wildly underpaidI already know that the Comprehensive Financial Planning service can literally transform the way that a household...

Theory Has Limits
Theory Has LimitsIt is my very biased view that people should be guided by those with the best understanding of theory. There needs to be a starting...

Theory Alone Does Not Pay Bills
Theory Alone Does Not Pay BillsWhat is it really worth? Mr Market doesn’t care what I think.There is reason that the Silicon Valley Bank saga was...

Medicaid Unwinding: Help Your Neighbor
Medicaid Unwinding: Help Your NeighborThere is no community unaffected. Medicaid is being cancelled for those that no longer qualify, due to the...

The Role Of Social Security As Lifetime Income
The Role Of Social Security As Lifetime IncomeI was the guest (for the nth time), talking about Social Security, and securing lifetime income, and...

Summer Is Over, On To The CFB & Super Bowl
Summer Is Over, On To The CFB & Super BowlLifelong Wolverines and Dallas Cowboys fan, the season of great expectations begins. But first, join...

Health Insurance Is A Tax
Health Insurance Is A TaxHandled correctly, people can retire early. Handled poorly, a surprise tax bill of more than $10,000 can await you. I have...

Special Guest: Anne Lester, Former Portfolio Manager, JPM target date funds
Special Guest: Anne Lester, Former Portfolio Manager, JPM target date fundsOnly one topic today, I have been waiting to post this. Please bookmark...

Fitch Downgrades US Debt: Does It Matter?
Fitch Downgrades US Debt: Does It Matter?Confidence and correlations (the glue) matter, the actual downgrade doesn’t. If the US actually defaulted,...
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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