Further Reading
Learn more about your financial interests. Browse our published articles for comprehensive financial education.
Annuities for Costly Security
Annuities can offer seniors guaranteed retirement income, but it’s important to weigh the costs, fees and flexibility before investing…
Day Trading: A Base Jumper’s Investment Philosophy
Like the base jumper, you daringly take grand risks for the transient thrills of great returns. Andrew Aziz’s “How to Day Trade for a Living” claims…
Social Security in Your Financial Plan
Fundamentally more like a Ponzi scheme than an actuarially sound system based on individual retirement needs, Social Security pays nearly…
Wartime Financial Planning
History suggests that politicians, seeking victories, frequently underestimate the length or devastation of wars: see the South in the five-year Civil War…
Financial Wisdom for the Ages: Celebrating 50 Press Banner Articles
In honor of 50 of my articles getting published on the Press Banner, here’s a review of my in-depth pieces on financial education, history, and planning…
The Millennials: Nurtured for Prosperity
Born between 1981 and 1996, 72 million increasingly diverse Millennials today thrive in midlife. Using social media for networking and efficiency…
Trump Tax Benefits for Rich and Modest Taxpayers
Trump tax contains more than the itemized deductions and child taxes I previously discussed; he sought votes from modest earners…
Asset Flipping to Avoid Taxes
Tax involves words more than numbers, and CPAs and CFPs evade math beyond Algebra I. Yes, readers can flip taxable investments into…
Child Taxes After Trump Reforms
Now kids will be born with tax deductions and savings checks! Without these, parents save for children after taxes up to 37%…









