How Wealthy People Use Professional Money Management

Just as surgeons don’t operate on themselves, wealthy people usually do not invest their own money. They have investment professionals invest their money for them. In the booklet below, we will discuss three types of professional money management and the...

Six Best & Worst IRA Rollover Decisions

IRA owners and their advisors can make expensive mistakes handling IRA rollovers. These mistakes range from the simple to the complex. A simple mistake occurs when an employee takes a check when they retire and their employer must withhold 20%. In order to...

For Those Who Want To Prosper & Thrive in Retirement

In this booklet below, we cover the most important issues that retirees face, such as: How to generate sufficient retirement income.How to maintain affordable health coverage.How to maintain your independence at advanced ages.How to best leave assets to heirs. We can...