The insurance decisions during and near retirement are some of the most important and complicated in your lifetime. Click the PDF below to discover a few simple ways to protect your assets and reduce your costs in all areas of insurance. […]

The Essential Guide for Retiring in the 2020s

Retirement Investing

The $125,000 Life-Time Tax-Free Income Stream

December 15, 2025

Click the PDF below to read this Special Report. […]

The $125,000 Solution: The Tax-Free Lifetime Income Stream

Individual Retirement Accounts - IRAs

What Heirs Should Know About IRAs

Some of the biggest mistakes with IRAs are made after they pass to the second generation of owners. Heirs routinely lose a large percentage of inherited IRAs to unnecessary taxes. The rules are simple. But they aren’t obvious and most heirs don’t know about them or know to ask about them. If you don’t want […]

Bob's Journal

Bob’s Journal 9/18

September 18, 2025

How Stablecoins Are Likely to Affect the Dollar, Interest Rates and More The GENIUS Act, signed into law in July, could have far-reaching effects on U.S. interest rates, the value of the dollar and other aspects of the economy. A stablecoin is a digital currency that is fully backed by one or more types of […]

Investing Strategies, Retirement Investing

The Full Effects of the New Industrial Policy Are Still to Come

September 17, 2025

What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]

Annuities

Annuity Sales Soar: What You Need to Know

September 17, 2025