- 941.966.0234
Reports
7 Risks To Your Retirement
As hard-working Americans transition into full retirement, many don’t realize they’re crossing the threshold into a new way of living where they could be vulnerable to risks unique to retirees....
10 Signs You’re Working With True Retirement Income Specialist
Not all financial advisors are the same. And as you near retirement, the stakes are too high to work with the wrong advisor. Read this report to find out if...
Are Your Allocations Right For RMDs
Nothing exists in a vacuum, meaning that even if you’ve determined the best time and method of taking your Social Security benefits based on your age, objectives, and lifelong earnings,...
Bonds vs Bond Mutual Funds
Bond mutual funds carry risks, costs, and tax implications that can be significantly reduced by investing in a portfolio of individual bonds, and bond-like instruments. This report reveals the dangers...
Estate Planning Report
Although estate planning can be complex, a well-constructed plan can make a big difference in what is left for your loved ones. This report explains the essentials of what you...
Facing Volatility
It was one of the scariest days Wall Street has seen. On March 16, 2020, the Dow Jones Industrial Average dropped nearly 3,000 points—the largest single-day point decline in stock...
The Importance of Financial Defense
The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet that almost every great coach in nearly every sport has shared that same philosophy. Just think...
Negative Spin on Annuities
The explosion of media outlets in the past decade has dramatically increased the pervasiveness of spin and made it harder to find truly objective reporting. The result — more often...
Reset Your Retirement
Retirement can be the most rewarding phase of your life, but to make the most of it, you’ll need reliable income you can count on. This report covers important information...
The Case For Fixed Income
As more Americans are enjoying 30+ years in retirement, it’s become essential for those nearing retirement to establish renewable streams of income they can count on in retirement. This report...
The Income Generation Report
For every American born in or before 1971, there’s a more secure, less stressful, method of providing for yourself in retirement. If you are 50 years of age or older,...
Understanding and Maximizing Your Social Security Benefits
Before you retire, you should know what all your various sources of income will be, and how much you can expect to receive from each. Obviously, Social Security benefits will...
Understanding Required Minimum Distributions
The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make...
