FINANCIAL FREEDOM is STATE OF MIND.  It happens when you realize your financial life is in order and all the pieces fit together. First you have to identify your financial goals and then clearly identify your financial resources. Make sure they work together to help you, not someone else. On this page are major areas that can lead you to FINANCIAL FREEDOM.

SSA-image-2SOCIAL SECURITY. This is a critical topic among those in the age 60 to 70 range. If this describes you, we can help you maximize your benefits. There are dozens of age combinations and hundreds of variables that determine how much money you will get from Social Security over the rest of your life. We can help you make an informed decision about a critical decision that will influence how you live the rest of your life. Ask us for a Maximize My Social Security report. It’s free and has great info for you.

house and pigMONEY: HOW MUCH IS ENOUGH? Worrying about what the market is going to do next and hoping it all turns out OK is NOT an effective investment strategy. How much risk are you willing to live with? How long do you expect to live?  How do you know which financial advisor is best suited to solve YOUR problems? Click HERE to see and download the critical 8 Questions as you think about your retirement. Click on the piggy bank to see my article: MONEY: HOW MUCH IS ENOUGH?

C+W-Cover-350x463KEEP MORE OF WHAT YOU EARN. If you are a successful small business owner or physician in private practice, there is an incredible way for you to accumulate wealth and maybe pay fewer taxes. It’s an IRS approved idea that appears in Section 831(b) of the IRS Code. I’ve published an eBook that talks about how this idea works. The IRS has lots of approved techniques for individuals and business owners, but they force you to find them by yourself. We can help.

Click on the Captive Wealth! image. It will take you to the publisher of my eBook. There, you can choose from several different formats and download a copy. It’s about a 30 minute read; perhaps you’ll discover you qualify to keep more of what you earn. Call me and ask for a coupon code so there is  no charge.

At the top of this page is a tab called BLOG POSTS. I’ve posted over 1300 of them over the past 5 years. You’ll find hundreds of comments and articles about investments, about Social Security, about retirement and global economics. I invite you to review what I’ve posted and share your thoughts. You’ll find out how I think and what I value in life. And if you look to the right, there is a link to get an email, a Facebook or Twitter feed whenever I create a new blog post. Most importantly, this site is a work in progress, so please, make a comment and tell us what is important to YOU.

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