Educational Reports
Educational Reports
Make Better-Informed Decisions About Your Financial Future
Retirement Risk Report: Will You Outlive Your Money?
In survey after survey, the top financial fears among older Americans are almost always the same. They include things like:...
In survey after survey, the top financial fears among older Americans are almost always the same. They include things like: • Not having saved enough for retirement.• Having high medical...
10 Signs You’re Working with a True Retirement Income Specialist
Not all financial advisors are the same. And as you near retirement, the stakes are too high to work with...
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...
7 Risks to Your Retirement
As many Americans get ready to transition into full retirement, they don’t realize they’re crossing the threshold into a new...
As many Americans get ready to transition into full retirement, they don’t realize they’re crossing the threshold into a new way of living—one in which they’re vulnerable to risks that...
Are Your Allocations Right for RMDs?
It takes a well-planned strategy to ensure your investments are generating enough in interest and dividends to cover IRS-mandated RMDs....
It takes a well-planned strategy to ensure your investments are generating enough in interest and dividends to cover IRS-mandated RMDs. Because if they’re not, then your RMDs will likely have...
Estate Planning
Although estate planning can be a complex task, a well-constructed plan can make a big difference in what is left...
Although estate planning can be a complex task, a well-constructed plan can make a big difference in what is left for your loved ones. Our report explains the essentials of...
How Much Do I Need To Retire?
One of the first things people do once they get serious about planning and saving for retirement is to look...
One of the first things people do once they get serious about planning and saving for retirement is to look at a retirement calculator to find out how much they...
Importance of Financial Defense
The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet that almost every great coach...
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...
Proactive Tax-Saving Strategies
It seems that tax laws and regulations are constantly changing. That’s why it’s always good to meet with your CPA...
It seems that tax laws and regulations are constantly changing. That’s why it’s always good to meet with your CPA or financial advisor on an annual basis to talk about...
The Case for Fixed Income
We hear the term “renewable resource” used often when referring to energy — solar, wind, and even tidal energy. Most...
We hear the term “renewable resource” used often when referring to energy — solar, wind, and even tidal energy. Most agree that the practical use of renewable energy is essential...
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...
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,...
TR=I+G The Better Way To Invest For Retirement
As more Americans are enjoying 30+ years in retirement, it’s become essential for those nearing retirement to establish renewable streams...
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...
Understanding RMDs
The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give us a tax incentive to...
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...
Understanding Social Security Benefits
Even if you’ve determined the best time and method for taking your Social Security benefits, it won’t matter much unless...
Even if you’ve determined the best time and method for taking your Social Security benefits, it won’t matter much unless you properly coordinate your benefits with your overall retirement income...