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How to Become a Philanthropic Business Leader for your Community

Dec 17, 2018

A 2018 Fidelity Charitable study found that more than 75% of entrepreneurs affirm that charitable giving is a critical part of who they are. Additionally, the median charitable giving for entrepreneurs is 50% more than non entrepreneurs.

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How to Lock in Lifetime Retirement Income

Kiplinger
Nov 30, 2018

This article was originally published in Kiplinger.

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Millennials and Social Security

CNBC
Nov 27, 2018

This article was originally published in CNBC.

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RIAs and Insurance

ThinkAdvisor
Oct 25, 2018

At a recent conference of financial planners who strongly consider themselves fiduciaries, I explained the benefit of tax-favored longevity insurance using a qualified longevity annuity contract (QLAC).

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Key Steps to Building an Estate Plan

Consumer Reports
Oct 24, 2018

Setting up a reliable estate plan, complete with key documents, such as a will and durable power of attorney, is one of the most important ways to protect your loved ones—and yourself. Yet many adults fail to take these crucial steps.

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When heuristics go wrong in decision-making

Oct 12, 2018

In a previous post, we discussed the stark contrast between the traditional economic rationale and bounded rationality. With bounded rationality, consumers can make an optimal choice given a limited amount of time, effort, and information.

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Tax Reform And Life Insurance in Secondary Markets

Oct 05, 2018

With many Americans reviewing their financial situation after the passage of the Tax Cuts and Jobs Act, it is important that any life insurance needs are also reviewed at this time.

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Better Retirement Solutions with Bill Sharpe

ThinkAdvisor
Oct 02, 2018

This article was originally published in ThinkAdvisor.

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Cryptocurrencies and Stock Exchanges

Oct 01, 2018

This article was originally published in Kiplinger.

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Key Retirement Planning Steps

Forbes
Oct 01, 2018

In my book, “Rewirement: Rewiring the Way You Think About Retirement,” I lay out a detailed ten-step process that everyone can use while doing retirement income planning.

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