Welcome to our Financial Intelligence Newsletters. Our goal is to provide information to empower your personal growth in the world of Wealth Protection (insurance) and Wealth Accumulation (investments). We want to support you in making well informed decisions about your and your family's financial security. These newsletters are intended to be brief but useful learning experiences that raise your financial consciousness and lead to better decisions and ultimately actions.
#1 – July 03 Economic Overview
#2 – July 03 The Bear that Swallowed the Bull
#3 – Aug 03 Designating, in a will, your children’s legal guardian
#4 – Aug 03 Pay yourself first
#5 – Sep 03 Long Term Care Insurance
#6 – Sep 03 Equity Index Annuity Case Study
#7 – Oct 03 Disability Insurance – “An eye for an eye”
#8 – Oct 03 Wealth Protection Quiz
#9 - Nov 03 Reasons to buy Life insurance
#10- Nov 03 Wealth Accumulation quiz
#13- Jan 04 IRA - The Retirement Security Warrior
#14- Jan 04 Roth IRA - The Tax Free Money Tree
#15- Feb 04 SEP IRA - The Vine and Fig Tree of our Time
#16- Mar 04 401K vs IRA - The Pros and Cons of Each
#17- Apr 04 Bear-Proof 25% Gains - The Power of The Ratchet
#18- May 04 Inside the EIA
#19- Jun 04 Road Testing the EIA
#20- Jul 04 How Long Will My Money Last?
#21- Aug 04 College Funding part I - Getting Priorities Straight
#22- Sep 04 Comparing College Funding Options
College Funding Options Spreadsheet
#23- Oct 04 Get a Will - in the next 15 minutes
#24- Nov 04 Reflections on K's Funeral
#25- Dec 04 How Much Insurance Do I Need?
#26- Jan 05 When the Whole Life Salesman Comes a Calling
#27- Feb 05 Return of the Whole Life Salesman
#28- Mar 05 Return of Premium Life Insurance - A Sensible Alternative
#29- Apr 05 "I've Got Great Credit - I Owe Everybody"
#30- May 05 Solutions for the Debt-Burdened
#31- Jun 05 Keys to Increasing Income
#32- Jul 05 How Long Will My Retirement Money Last
#33- Sep 05 How to Cut Your Health Care Costs
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