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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    Best Option Trading Strategy for a Portfolio Paycheck

    There is an options trading strategy that offers a powerful, yet often overlooked, opportunity for generating consistent monthly income. An increasing numbers of investors use this strategy – and thousands of our clients have used it for years – to generate more income, and experience less volatility in their portfolio. This option trading strategy is…

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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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