Tag Archive: Retirement Planning

I Don’t Understand the Early Retirement Extreme Movement

Written by on October 18, 2010 in Personal Finance
extreme fail

My blog has seemed to morph over time. At the beginning I posted just about my debt with a sprinkling of my ‘knowledge’ as a Director of Financial Planning/Estate Planning Attorney, however, I have become more and more honest and turned it into a true blog – a manifestation of my inner thoughts.  Some of…

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Create Your Own Pension Using Whole Life Insurance

Written by on October 22, 2009 in Life Insurance, Qualified/Retirement
Old Life InsurancePolicy

In order to fully understand this post I am going to have to ask you to put down your $19.95 Suze Orman book or shut off your podcast of Dave Ramsey – and give me a chance to describe and illustrate how to create your own Pension Using Whole Life Insurance before leaving me comments…

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Reader Question – Inheriting Trusts & IRAs

Written by on June 16, 2009 in Estate Planning
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I recently received a question from a reader, who I will refer to as TPS.  TPS contacted me through my contact me page – if you have a question feel free to use it! TPS seems to be very confused, so rather than just answer the question I will post it so he can reply…

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