Blogs, Vlogs, & Webinars

Explore our blog, vlog, and webinar resources to discover actionable tips and strategies for optimizing your portfolio, reducing taxes, protecting assets, and securing your legacy. Our content covers essential topics like wealth management, estate planning, retirement strategies, and tax-saving techniques to help you make informed financial decisions and achieve your goals. We hope you use us as a regular resource for staying informed with the latest trends and expert advice to confidently navigate your financial future.

Blogs & Vlogs

Hidden Dangers of Annuities Case Study: The Widow and the Credit Union

Martha’s husband died unexpectedly in his forties, and had left her a couple hundred thousand dollars, mostly by way of a life insurance policy. She was rather unsophisticated in money matters, but knew she would have to watch her pennies…

A banner with four images at the top: a man analyzing stock charts on a computer, a nest with eggs and dollar bills, a hand writing on a notebook beside financial charts, and a digital stock market display with red and green numbers. Below the images, the text reads "Annuity Dangers Case Study: The Politician’s Wife" in bold black letters on a light peach background. A small green square with the white letters "CW" is centered above the text.

Annuity Dangers Case Study: The Politician’s Wife

Judy came to one of our “Got Annuities?” workshops in Jacksonville, driving over two hours to get to the first scheduled session, even though one much closer would be held a day later. But she was nearly frantic, and could…

Women in Wealth Webinar: Avoiding Retirement Mistakes, with four headshots of women aligned vertically on the right side against a dark green and yellow background.

Wise Women in Wealth Webinar

Wise Women in Wealth Webinar: Generational Wealth Mistakes to Avoid | Estate Tax, Retirement & Women in Wealth Strategies Are you making costly generational wealth mistakes that could cost your family millions? In this powerful session, four generations of women…

A banner with four images at the top: a digital stock market graph overlaying a cityscape, a tree showing four seasons, a senior couple consulting with a financial advisor, and feet standing on pavement with "SELL" and "BUY" arrows. Below the images, bold text reads "BEST ANNUITIES FOR SENIORS" on a gradient beige background. A small green square with "CW" is centered above the text.

Income For Life –Best Annuities for Seniors Retirement – Part IV

Annuities are one of the most confounding and controversial products in the “investments” world. I put investments in quotation marks, since annuities are actually life insurance products, and not strictly investments. You may find these definitions helpful. What is a…

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Blogs, Vlogs, & Webinars

Hidden Dangers of Annuities Case Study: The Widow and the Credit Union

Annuity Dangers Case Study: The Politician’s Wife

Wise Women in Wealth Webinar

Income For Life –Best Annuities for Seniors Retirement – Part IV

Mini-course: Tax Free Roth Strategies

Income For Life –Best Annuities for Seniors Retirement – Part III

Income For Life –Best Annuities for Seniors Retirement – Part II

Estate and Trust Planning for Protection and Control – Part VII

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