Financial 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

As hard-working Americans transition into full retirement, many don’t realize they’re crossing the threshold into a new way of living where they could be vulnerable

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

It takes a well-planned strategy to ensure your investments are generating enough in interest and dividends to cover IRS-mandated RMDs. Because if they’re not, then

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

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

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

To say that March 2020 was a volatile month for the stock market would be an understatement. With the outbreak of the coronavirus and ensuing

When it comes to retirement, you need to have enough money coming in to cover your expenses and meet your goals without running the risk

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

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

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

If you’re like most people, you believe there’s a great deal of truth in the adage, “history tends to repeat itself more often than not.”

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

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

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

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

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

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

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

It seems that tax laws and regulations are constantly changing. That’s why it’s always good to meet with your CPA or financial advisor on an

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

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 loss of a parent is difficult enough, but it can be made worse when grief is compounded by worry and confusion over the prospect

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

We hear the term “renewable resource” used often when referring to energy — solar, wind, and even tidal energy. Most agree that the practical use

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

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.

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,

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

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

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

Americans are notorious for overspending when the holiday season rolls around. While that may be good for the economy in the short term, it often