Jason Durity

March 20, 2023

Year-End Financial Planning Checklist

Americans are notorious for overspending when the holiday season rolls around, and while that may be good for the economy in the short-term, it often ends […]
March 20, 2023

Women, Money & Retirement- Separating Fact from Fiction

The 100th anniversary of women’s right to vote in the U.S. occurred in 2020. During the last century, women have made great strides in educational achievement […]
March 20, 2023

Why Investing in Mutual Funds Could Jeopardize Your Retirement Plans

Unfortunately, since many financial advisors working today entered the business in the 1980s and 90s, during the best stock market in US history, they became stock […]
March 20, 2023

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 […]
March 20, 2023

Understanding Price-to-Earnings Ratios

Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common occurrence, and when it happens, you […]
March 20, 2023

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, […]
March 20, 2023

The Income Generation Report

Starting about five years ago I began using the term “Income Generation” to describe the demographic encompassing my clients, prospective clients, and myself. To put it […]
March 20, 2023

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 […]
March 20, 2023

The Case For Fixed Income

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 […]
March 20, 2023

Ten Warning Signs of Working with the Wrong Financial Advisor

Are you working with the wrong financial advisor? Is he still the advisor best qualified to help you meet your retirement goals—and to do so with […]
March 20, 2023

Surviving-Child Financial Checklist

The loss of a parent is difficult enough, but it can be made worse when grief is compounded by worry and confusion over the prospect of […]
March 20, 2023

Secure Act 2.0

President Trump signed The SECURE Act into law on December 20, 2019—with many of its new provisions taking effect January 1, 2020. The SECURE Act, which […]
March 20, 2023

Protecting Your Finances in the Age of Cybercrime

Few inventions in recorded history have revolutionized the way we live like the Internet. It has changed the way we communicate and has made thousands of […]
March 20, 2023

Proactive Tax Saving Strategies

It seems that tax laws and regulations are constantly changing. And with a new president sitting in the oval office, it’s entirely possible that more changes […]
March 20, 2023

Passive Income For Retirement

Passive income has become a hot topic and for good reason. Who wouldn’t like to generate income without putting in a hard day’s work? From teenagers […]
March 20, 2023

Negative Spin on Annuities

Everyone understands that the mass media has changed drastically. Not so long ago, we relied on daily newspapers, TV, and radio for all the information we […]
March 20, 2023

Investing for Income in the Stock Market

When people think of Investing for Income, the first thing that might come to mind is investing in non-stock market investments, like bonds. Yes, bonds and […]
March 20, 2023

Introduction to the Universe of Income-Generating Financial Strategies

Aggressive instruments are those primarily invested in for growth. As the chart shows, they include things such as common stocks, stock mutual funds, commodities, Business Development […]
March 20, 2023

How to Give and Receive Charitable Contributions

Most people are aware that charitable contributions to qualified recipients are tax-deductible, provided they are made by December 31 of the tax year for which you […]
March 20, 2023

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 at a retirement calculator to find […]
March 20, 2023

Hard Lessons of the Stock Market

If you’re like most people, you believe there’s a great deal of truth in the old adage that history tends to repeat itself more often than […]
March 20, 2023

Guide to Aging

Working Americans at or approaching retirement age today face many unprecedented challenges unique to their generation. That’s why it’s important to have a retirement plan that […]
March 20, 2023

Estate Planning Myths

Dispelling myths, rumors and misinformation is an ongoing battle for financial advisors. Estate planning is a topic especially prone to myths and misinformation. In this report, […]
March 20, 2023

Don’t Let Long-Term Care Be Your Financial Blindspot

It’s no secret that Americans are living longer than ever. While that’s great news, it also creates many personal and social challenges. According to the Centers […]
March 20, 2023

Coronavirus and Finances

To say that March 2020 was a volatile month for the stock market would be an understatement. With the outbreak of the coronavirus and ensuing economic […]
March 20, 2023

Building Blocks of Retirement

Traditionally, the key to a financially solid retirement plan has been to save early, ideally from the day you start working. It’s always been good advice […]
March 20, 2023

Bonds vs Bond Mutual Funds

Since many of today’s financial advisors got into the business in the 1980s and 90s, during the best stock market in U.S. history, most have become […]
March 20, 2023

Are Your Allocations Right for Social Security

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, […]
March 20, 2023

Are Your Allocations Right For RMDs

There is an ideal order in which to pull from retirement accounts when taking IRS Required Minimum Distributions (RMD). The goals, which often go unheeded, are […]
March 20, 2023

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 the wrong advisor. Read this report […]
October 28, 2022

Annuities-Income for Life

You try to protect your car, home, and your health with insurance, but are you trying to protect your retirement income? With the potential for tax-deferred […]
October 28, 2022

7 Risks to Your Retirement

Most of us look forward to retirement, imagining that we’ll get to relax and enjoy activities we haven’t had time for such as traveling, reading, and […]