My Services

Resources



HEALTH INSURANCE A well-written overview for analyzing health options and reading statements. A must for the younger person entering the job force.
      http://www.thedigeratilife.com/blog/understand-health-insurance-statements/

RETIREMENT CALCULATOR Allows you to be as simplified or as complicated as you want.  Worth revisiting at least yearly.
http://firecalc.com/
https://www3.troweprice.com/ric/ricweb/public/ric.do

SCHWAB OVERVIEW A comprehensive overview of the benefits of using Schwab as your discount broker.
http://investorjunkie.com/8782/charles-schwab-review/

PORTFOLIO CONSTRUCTION A series of must-see workshop videos by renowned investment manager Paul Merriman on building a buy-and-hold portfolio.  This is the least painful introduction to this process I have found.
http://www.fundadvice.com/

MLPs A nice overview of how to add master limited partnerships to an IRA without the tax hassle. Especially important for yield seekers.
http://seekingalpha.com/article/291393-one-thing-jim-cramer-didn-t-mention-about-iras

DECUMULATION A discussion of different approaches and points to consider when drawing down the nest egg.
http://moneyover55.about.com/od/howtoinvest/a/goldengoose.htm

SOCIAL SECURITY STRATEGY Nice article listing sources useful for analyzing Social Security strategies.
http://finance.yahoo.com/news/personalized-help-max-social-security-144125004.html

ROLLING OVER INHERITED IRA  A process that should be easy is trickier than you would think.  Get it wrong and a big chunk goes to Uncle Sam.
http://finance.yahoo.com/news/rolling-over-uncle-henry-s-401-k-.html
http://www.marketwatch.com/story/how-rules-differ-on-inherited-iras-for-spouse-and-non-spouse-2015-02-23
 

LAWS TO FINANCIAL FREEDOM The laws boiled down to the basics by Andrew Hallam, including a terrific book list and other resources.
http://andrewhallam.com/freedom-resources/

VARIABLE ANNUITIES Best explanation I've seen on guarantees and costs associated with variable annuities.
http://www.obliviousinvestor.com/variable-annuity-with-a-5-5-guaranteed-growth-rate/