News Archive

Designed for Blue Water

News Blue water sailing refers to open-sea sailing, such as ocean crossings, where one is unabl...

Trouble and the Executors

News Over five decades, Harry and Leona Helmsley built a real-estate fortune whose holdings at ...

Income Education: Tontines, Annuities and Mortality Credits

News It might seem like retirement income products and strategies are constantly changing, but ...

It's the Same Thing....except it isn't"

News Imagine you are a business owner, contemplating a major upgrade in your customer service p...

Inequality and Instability

News In part because it has been a recurring topic in the U.S. presidential election campaign, ...

Strategy: Pay Life Insurance Premiums with Portfolio Earnings

News One of the psychological hurdles in deciding to include whole life insurance in your finan...

The Realistic Response to 'Expert' Optimists

News Mark Twain said that an optimist is a day dreamer more elegantly spelled. If Twain were al...

Life Insurance is an Uncorrelated Asset Class

News There are words and phrases that we hear and read so often, we sometimes forget thei...

How Two Health Care Laws Uncovered A "Bulked Up" Retirement Account

News The moment a new law is enacted, someone is wondering if there is a way to take advantage ...

"It Does Not Follow" in Financial Comparisons

News In almost any type of "objective" comparison, numbers tend to dominate the discussion. N...
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