Resources

Are Your Allocations Right for Social Security? Download

Download PDF 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, it won’t matter unless you properly coordinate your benefits with your overall retirement income plan. Most people agree that Social Security is not

Are Your Allocations Right for Social Security? Download Read More »

The Importance of Financial Defense Download

Download PDF 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 about some of the great sports dynasties, teams that won championships year after year: the Green Bay Packers under Vince Lombardi, the

The Importance of Financial Defense Download Read More »

Understanding and Maximizing Your Social Security Benefits Download

Download PDF 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 be one of those sources, but how much you can expect to receive depends on many factors. There are ways to maximize your

Understanding and Maximizing Your Social Security Benefits Download Read More »

Introduction to the Universe of Non-Stock Market Income-Generating Investments Download

Download PDF There are three basic categories of investments: • moderate • conservative • aggressive Aggressive instruments are those primarily invested in for growth. As the chart shows, they include things such as common stocks, stock mutual funds, commodities, and speculative real estate. Again, these are typically invested in for growth or capital appreciation, not

Introduction to the Universe of Non-Stock Market Income-Generating Investments Download Read More »

10 Ways to Stay Positive During the Coronavirus Pandemic

I always say that a successful retirement is about achieving and maintaining not just good financial health but also good physical, mental, and emotional health. Think about it: they’re really all related, and for two long months they’ve been under siege by the COVID-19 pandemic. The social distancing measures required to contain the disease have

10 Ways to Stay Positive During the Coronavirus Pandemic Read More »

Introduction to the Universe of Non-Stock Market Income-Generating Investments

There are three basic categories of investments: • moderate • conservative • aggressive Aggressive instruments are those primarily invested in for growth. As the chart shows, they include things such as common stocks, stock mutual funds, commodities, and speculative real estate. Again, these are typically invested in for growth or capital appreciation, not income. They

Introduction to the Universe of Non-Stock Market Income-Generating Investments Read More »

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.