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October 20, 2018

For private and public entities, changes to your health insurance can make a big difference in your wallet.  Do you need an objective consultant to compare your year-to-year health insurance and associated cost of benefits?  For an independent comparison and consulting...

June 12, 2017

While most people were focused on the telecasts of former FBI Director James Comey’s testimony about his closed-door encounters with President Trump, the Senate was working on the measure to repeal the Affordable Care Act that was passed by the House GOP on May 4.


June 8, 2017

The Men and the NBA

Basketball paychecks can create issues that can ruin you financially, if you let them.  Here are a few highlights: 

  1. Wealth Management and Relatives – The definition of “relatives” gets more convoluted with every dollar you make. Relatives...

May 31, 2017

With the NBA draft coming up in June, I wonder how many of these young, talented athletes are prepared for what a lot of money can do to them. 

Instant gratification is tough to compete against, but if you understand that you can have your cake and eat it too...…would...

May 17, 2017

Consider the following unexpected consequences of everyday life for which many people are completely unprepared:

1. Dying too soon and leaving your family unable to financially continue.

2. Developing a chronic medical condition that prohibits continued income or require...

May 10, 2017

The American Health Care Act, is terrible for many Americans in nursing homes.  Medicaid-funded nursing home beds — which in some areas can run over $100,000 a year — is not covered by Medicare. Those who need it and cannot pay for it themselves can generally receive c...

May 10, 2017

A Silicon Valley billionaire recently purchased $201 million in whole life insurance.

Why would a billionaire need insurance?  Three reasons: tax laws favor insurance, estate liquidity and estate equalization.

No matter how wealthy you are, whole life insurance can be...

May 8, 2017

The prospect of debilitating illness late in life is not a pleasant one, but it’s wise to protect yourself and your family from the financial hardships that could result from it. A common way to prepare yourself is by purchasing some form of long-term care insurance.


May 6, 2017

Even though the new bill passed the House with a narrow 217-213 vote doesn't mean it's over yet.

First it’s the Senate’s turn, but before they can prepare a bill....a few things must happen.

The Senate Budget Committee must first review the House bill and determine which...

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