Articles by Joe Maas, CFA®, CWPP, CFP®, CWPP

A Risk Management Approach To Long-Term Care

The purpose of this paper is to help the reader become more aware of the growing issues and concerns over long-term health care cost and the ways to handle the risks involved. Long-term care will first be defined, and then the problem of long-term care will be examined.

Real Estate Investing in an IRA

Real Estate Investing “How to Hold Real Estate In a Self-Directed IRA or Qualified Plan”  Introduction This article is meant to be an introduction to the topic and not an exhaustive guide.