This issue addresses setting up your own private charity called a Donor Advised Fund and how it can be used for good and for tax savings.
This issue is dedicated to the topic of the Reverse Mortgage and who is a good candidate for this product (which may surprise you).
Eighteen years of practice brought us to the point where we could share The Principles of Financial Security which are described in our lead article this quarter.
In this issue, we discuss managing personal finances by decade.
We explore the components and sources of stock returns taking a look at the valuation of the stock market.
The "Four Keys to Investment Success" are provided to help investors to receive the investment results they deserve.
In this issue, we discuss long-term care risks and your options for covering these risks.
How to manage retirement risk using "guardrails". Umbrella liability insurance is also discussed.
We talk about Retirement epiphanies and the importance of diversification.
Layering term life insurance provides more appropriate coverage at a better cost.
You can build wealth by paying taxes (now)!
Bill talks about identity theft prevention tactics and why investors should stop "strategy seeking".
Bill talks about numbers you should know that can signal your financial well-being.
Bill talks about splitting the market to gain clarity.
The importance and an easy method of getting your estate related documents organized.
Why you should put different types of eggs into different types of baskets.
How Being True to yourself can propel your financial security.
Bill looks back at the hypothetical returns of four investors over the last five years.
Bill writes about how making a commitment to our future selves will make it easier for our current selves to save.
Bill writes about Continuing Care Retirement Communities (CCRC's). This popular article was picked up by a national financial publication for redistribution.
Bill writes about the possibility of world abundance and also about college planning.
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