White Paper – Are Your Allocations Right for Social Security?

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...

White Paper – Understanding Social Security Benefits

Understanding Social Security Benefits Before you can retire, you should know what all of your sources of income are going to be, and how much you can expect to...

White Paper – Are Your Allocations Right for RMDs?

Are Your Allocations Right For RMDs Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you must take them is as...

White Paper – Understanding Required Minimum Distributions

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...

White Paper – Market Math Made Simple

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...

White Paper – The Hard Lessons of Stock Market History

The Hard Lessons of the 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...

White Paper – The Importance of Strong Financial Defense

The Importance of Strong Financial Defense The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet every great coach in every sport has shared that same...

White Paper – Non-Stock Market Income Generating Alternatives

Introduction to the Universe of Non-Stock Market Income Generating Alternatives There are three basic categories of investments: conservative, moderate and aggressive. Aggressive instruments are those primarily invested in for growth. As the chart shows, they...