Financial Education & Training to Improve Your Retirement

Follow the blog for our latest thoughts on the stock market, investing, and financial planning issues impacting our clients. You’ll find a ton of great articles on option trading, covered calls, income investing, and more.

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  • How Options Can Create Reliable Retirement Income

    How Options Can Create Reliable Retirement Income

    Options trading is often viewed as risky, but that reputation largely comes from how it’s used. Just like stocks, options can be either speculative or conservative. For retirees, the focus isn’t on chasing big wins. It is on generating steady, dependable income while protecting capital. When used thoughtfully, options can support that goal and even

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  • Stock Market Slot Machine

    Stock Market Slot Machine

    I strongly recommend an excellent article to you, from the Psy-Fi blog, a regular on my daily reading list. The title of the article is B.F Skinner’s Stock Market Slot Machines:…

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  • Can You Have Too Much Home Equity?

    Can You Have Too Much Home Equity?

    This article on home equity was originally published in 2008, and continues to be one of our most popular posts. Please keep in mind that it is possible some of…

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  • Viaticals and Life Settlements

    Viaticals and Life Settlements

    UPDATED 2019: This article, originally published in 2008, continues to be one of our most popular posts, as people continue to seek information about viaticals and life settlements. Please keep…

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