Today's low interest environment creates an excellent opportunity for high net worth investors to build and transfer wealth strategically...

Using a Pooled Income Fund ("PIF") in divorce tax planning

Traveling nurses more than deserve the financial windfall in the current pandemic given the danger and potential long-term health risk...

3 ways to leave a financial legacy to West Point, eliminate your tax burden and receive income for a lifetime

The ability to prosper through the intelligence, entrepreneurship and risk taking of technology innovators and entrepreneurs is exciting...

It is a new day for life insurance agents and financial advisors who have avoided PPLI not because it was bad for their clients...

Traveling nurses are among the first responders facing grave threats to their own personal health sacrificing for their patients.

In my experience, most people are underinsured. A financial needs analysis performed by a life insurance agent or an attorney can pinpoint..