FINANCIAL PLANNING

Financial Planning The financial planning part to this website is not meant to give you, the reader, an A-Z formula for how to invest your money in the stock market. [...]

Predicting The Future Do you believe the stock market is going to average double-digit returns anytime soon? Do you worry about your money going backwards in a Bear market? Do [...]

Retiring Without Risk – The Book The following comes from the Foreword of Retiring Without Risk: “This book is dedicated to readers who are looking for understandable answers to the [...]

Home Equity Acceleration Plan (H.E.A.P.™) If you had the opportunity to pay off your mortgage 5, 10, 15 years early, save in excess of $100,000 in mortgage interest payments, and [...]

Fixed Indexed Annuities Building Wealth with Fixed Indexed Annuities (FIAs) For readers who lost 40-50-60% when the stock market crashed in 2007-March 2009, this material will be very exciting. This [...]

Roth IRA Conversions─Do They Make Sense? The Answer Will Shock You! If you would like to know if a Roth IRA conversion makes sense for your individual situation, please contact [...]

Equity Harvesting – How to Use Home Equity to Build Maximum Wealth and Retirement Income Click Here or on the image to view/listen to an educational presentation on how to [...]

Retirement Life Thank you for your interest in Retirement Life™ (RL). RL is one of the best wealth building tools available today (that few people or advisors are familiar with). [...]