Stock-Indexed Annuities — A Conservative Way to Invest in Stocks With No Downside Risk! — April 2020
Reduce Your Long-Term-Care Expenses by up to 90%! — February 2018
Best 'Leveraged Care' Solution Today — July 2017
How to Beat the IRS with Your IRA — May 2016
New Ways to Invest Create Your Own Tax-Free Family Bank — December 2014
New Ways to Invest The Incredible Tax & Investment Benefits of the '3-to-1 Long Term Care Annuity Combo' — December 2014
The Fiscal Cliff in Estate Planning — November 2012
Three Opportunities to Make Big Money with Little Downside Risk — December 2011

Here’s the Truth About ‘Secret’ Retirement Plans and Personal Bank Accounts — July 2022
My 2021 Strategy for the Long-Term Care (LTC) Crisis — January 2021
Two Strategies That Beat the SECURE Acts — March 2020
Protect Your Legacy by Taking the Steps Most People Don’t — February 2020
Congress Plans to Kill the Stretch IRA, But You Can Do An End-Around — July 2019
An Answer To Today’s Long-Term Care Crisis — June 2019
The War on Stretch IRAs is Back — May 2019
Multiplying the Money Available for Long-Term Care — October 2018
When to Replace Bondswith Annuities — August 2018
Solving the Long-Term Care Conundrum — July 2017
Leveraging Cash to Pay for Long-Term Care — May 2017
Why You Still Might Need Life Insurance — May 2017
Two Ways to Avoid IRA RMDs with No Out-of-Pocket Cost — September 2016
Winning the War on Stretch IRAs — April 2016
10 Most Common Estate Planning Mistakes — November 2015
Investing when Rates are Low, Poised to Rise — September 2015
Hype About "Secret Accounts" - Exposed — January 2015
A Higher Return on Safe Money, Plus LTC Benefits — October 2014
Turning RMD Pain into Gain — May 2014
Preserving Your IRA to Last for Heirs — May 2014
Prevailing in the Long-Term Care Crisis — June 2014
Finding Safe, Guaranteed Income — April 2014
A Fiscal Pain for Many Retired Americans — August 2013

Make the Insurance Companies Pay — July 2018
This Is The Investment for Retirees — September 2016
The Estate Tax Exemption — November 2014
The Estate Tax Exemption Ends — November 2012

Estate shrinkage due to investments losses — December 2017
Lacking liquidity to Cover Estate Settlement Expenses: Part two — December 2017
Lacking liquidity to cover estate settlement expenses — December 2017
Failure to properly plan the distribution of your pension/retirement accounts — November 2017
Not properly preparing for the exorbitant cost of long-term medical care — October 2017
New Technologies Give Greater Planning Confidence — September 2017
Not Properly Using the IRS-Approved Annual and Lifetime Gift Allowances — August 2017
How to Avoid Paying Too Much Income and Capital Gains Tax — July 2017
Blindly Leaving Everything to Your Spouse Because of "Portability" — June 2017
The Shell Game — May 2017
An Estate Without a Plan is Just a Wish — April 2017
Estate Planning and What to Do Now That Trump is President? — March 2017