Reports

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

After more than a decade of hovering at normal-to-below-average levels, inflation became a hot topic again in 2021 when it rose to over 4%. By March […]

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 […]

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. […]

Risk tolerance is one of the most important ingredients in creating a retirement plan that’s right for you. That’s why understanding risk tolerance and how to […]

The $1.7 trillion budget bill signed by President Biden on Dec. 29, 2022, included the bipartisan SECURE Act 2.0. The legislation expands on many of the […]

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 […]

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 […]

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 […]

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 […]

There are many misconceptions about investing. One is that the terms ‘growth’ and ‘return’ are synonymous. They are not. Total return is a sum of two […]

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, […]

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 […]

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 […]

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 […]

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 […]

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 […]