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ED SLOTT (America's CPA) NO PLAN = LEAVING YOUR MONEY TO IRS
TAXES - Take Action (Part 1)
YOYO (You are On Your Own) - Take Action (Part 2)
Single Biggest Benefit in Tax Code - Take Action (Part 3)
Leverage it or Lose It / Stretch IRA - Take Action (Part 4)
Take Contol of Money / Annuiities / Excuses - Take Action (Part 5)
More for You, Retirement, Loved Ones TAX FREE - Take Action (Part 6)
RETIREMENT INCOME
60 Minutes...The 401k Fallout ! (Ask us about different solutions)
PBS Frontline: Can You Afford To Retire? The Answer is Probably NO
One Solution We Used to Avoid the Market Crash
CNBC On The Money..."I wish I had a product .You should be thanking"
ANNUITIES
5.15% Rate of Return over the last 5 years (CNBC "OnTheMoney")
EXTENDED CARE PLANNING
Long-Term Care Insurance (Kiplinger / John Hancock) (Part 1)
Long-Term Care Insurance (Kiplinger / John Hancock) (Part 2)
Long-Term Care Insurance (Kiplinger / John Hancock) (Part 3)
Why a long-term care plan is so important: The Sandwich Generation
HEALTH CARE / HEALTH INSURANCE
Health Savings Account (HSA)
Health Reimbursement Arrangement
REVERSE MORTGAGE
Reverse Mortgage (Is it right for you?) (Part 1)
Reverse Mortgage (Is it right for you?) (Part 2)
Reverse Mortgage (Is it right for you?) (Part 3)
MISCELLANEOUS
60 Minutes: Wall Street: The Speed Traders
ANNUITIES
Humberto Cruz (Financial Columnist) - Annuities Good or Bad ?
HEALTH INSURANCE
2014 Preliminary Subsidized Health Insurance Plans
Health Savings Account Center
What is a Health Savings Account (HSA) ? Is it right for you ?
Health Savings Accounts (HSAs) and your taxes
HSA Qualified Medical Expenses
Enroll in an online HSA account with HSA Bank (Kiplinger's Pick)
Find a Good Hospital
How To Get Your Health Insurer To Pay Up
Medicare Claim Denied ? How To Fight Back and Win
Shop your medications HERE !
Is your medication available in a Generic Form?
CA Major Risk Health Insurance Program
Pre-Existing Condition Plan (PCIP) & MRMIP Plans / Prices 2012
LIFE INSURANCE
Final Expense Estimator
EXTENDED / LONG-TERM CARE
Women & Long-Term Care AARP Fact Sheet
What AAII is saying about Long-Term Care Insurance
California Department of Health Services on Long-Term Care
IMPORTANT: CA Dept.of Health Care Services Awareness Message
3 Big Myths About Medicare
6 Activities of Daily Living
CA Medi-Cal Estate Recovery Program (Pamphlet)
CA Medi-Cal Estate Recovery Program (Letter)
PLANNING / RETIREMENT
Organizer / Planner
Questionnaire
Retirement Savings Questions
Sample: How Long Will Your Money Last
RETIREMENT: Are you failing to plan or planning to fail !
PBS FRONTLINE - Can You Afford to Retire ?
Sign up for Social Security FASTER
Rule of 72 (Calculator)
Frequently Asked Questions on Required Minimum Distributions
Social Security to start cashing Uncle Sam's IOUs.
Center for Retirement Research at Boston College
Your Retiree Health Care Costs May Top $1 Million Dollars
Social Security Retirement Estimator (Calculator)
AARP Social Security Benefits Calculator (Calculator)
Retirement Account Review (SAMPLE)
MISCELLANEOUS
Is Your Car Making You Poor ?
For The Families of Some Debtors
File a Fictitious Business Name / DBA
Apply for your Federal Tax ID # online in minutes
Guttentag: More Bogus Arguments Against Reverse Mortgages
Broker of Record Letter
US Debt Clock
Is Your Money Safe ?
California Life & Health Insurance Guarantee Association
Money Back Life LTCi Questions
Escalator Ed & Edna Will Fail ! Take Action
I hope you find these videos and links both educational and enlightening !
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