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A Wealth of Knowledge

We strongly encourage our prospective clients to thoroughly research

equity management strategies before implementing them into their financial plan. Here you will find resources to aid in your research efforts.

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Articles
MORTGAGE  
AARP-Should You Pay Off Mortgage? MSN-Don't Rush to Pay Off Mortgage
BestLife-Tax Free Wealth Reverse Mortgages Expected to Grow
Forbes-Hock Your House Star-Reverse Mortgage Volume Doubles

Download the Federal Reserve Bank of Chicago Study HERE

   
RETIREMENT  
Boomers vs. Comfortable Retirement Star-Programs in Peril
PBS-Can You Afford to Retire? Time-Broken Promise
Star-Equity Valuable Asset in Retirement Time-Labor Pool
   
INVESTMENTS
Business Week-Easing Tax Bite on IRA LA Times-IRAs Focus of Tax Bill
Forbes-Deferral Trap Orman-Roth for Retirement
For Sale By Owner Star-Roth 401k Beats Conventional 401k
 
TRUE WEALTH  
Star-Baby Boomers Leave Legacy Star-Doing Good Defines Rich
Star-Capturing Memories for Military Star-Families Discuss Parent's Estates
Star-Destination Reunions Time-Leaving Your Values Behind
 
COLLEGE PLANNING
805Living Magazine August 2010
 
Gambling with your Retirement MPS is Financial GPS
The Race to Financial Independence Soar into Retirement
Protect your Equity and your Retirement B.Y.O.B. (Be Your Own Banker)
From Broke Boomer to Blooming Blazer Protect Retirement in a House of Bricks
Equity Management Key to Retirement
 
THE EQUITY INSIDER NEWSLETTER
 
Video Audio
  Introduction to Missed Fortune
Equity Optimization Mortgage Acceleration Plan
Indexed Universal Life Insurance Time for Change
Tax-Free Retirement Income Choosing the Right Investments
  Last Chance is Best Chance
   

Books

Create Your Own Economic Stimulus

Links


MissedFortune.com
This is the official site for Douglas Andrew's best-selling books, Missed Fortune, Missed Fortune 101, The Last Chance Millionaire and Millionaire By Thirty.



QuadrantLiving.com
The Quadrant Living Experience is a step-by-step process that defines your values regarding True Wealth, helps to instill those values in your posterity and creates a system for all of your assets to be optimized.

TheUltimateGIft.com

When his wealthy grandfather dies, trust fund baby Jason Stevens anticipates a big inheritance. Instead, his grandfather has devised a crash course on life with twelve tasks – or “gifts” – designed to challenge Jason in improbable ways, sending him on a journey of self-discovery and forcing him to determine what is most important in life: money or happiness.


 
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