We want to work with you to ensure that you make informed, educated decisions that will best suit your current needs and enable you to achieve your long-term financial goals. We will teach you the basics of investing, the importance of financial defense, the essential facts about market history, what you need to know about interest rates, bond funds and strategic investing, and the difference between income and cash flow.
Reports available to you on specific topics. Please click on the specific report to preview.
Understanding RMDs
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 ...
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, S ...
The Importance of a 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 ...
The Hard Lessons of Stock Market History
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 not. Th ...
Market Math Made Simple
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 basically ...
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 ...
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 ...
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 ...