June 25, 2020

Understanding RMD’s 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 […]
June 25, 2020

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 […]
June 25, 2020

Are Your Allocations Right for RMDs? Download

Download PDF There is an ideal order in which to pull from retirement accounts when taking IRS Required Minimum Distributions (RMD). The goals, which often go […]
June 25, 2020

Market Math Made Simple Download

Download PDF 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 […]
June 25, 2020

The Hard Lessons of Stock Market History Download

Download PDF 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 […]
June 25, 2020

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 […]
June 25, 2020

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 […]
June 25, 2020

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 […]
May 29, 2020

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 […]
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