Reports

7 Risks To Your Retirement

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

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

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

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

Estate Planning

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

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...
Financial Defense

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

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

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

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

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 Maximizing SS Benefits

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 RMDs

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...

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