You already know the questions, you need answers. You are unlikely to find many worthwhile answers in today’s product sales-oriented marketplace. There is no magic bullet or super product that can answer any of these burning questions.
The only viable answers are to be found within yourself. Since you are a unique individual, you must develop your own unique solutions. You really must do it yourself, but you don't have to do it alone.
We have more than twenty years of proven experience helping people accomplish just that before, during and after retirement. We are in the answers business.
THIS IS NOT YOUR GRANDFATHER’S RETIREMENT!
Few people can expect to turn 65, get their gold watch and retire comfortably on their Social Security, pension and small savings. With disappearing pensions, questionable Social Security benefits and shrinking yields, you desperately need a reliable retirement solution.
♣ STRATEGIST'S CORNER ♣
Fall Financial Reminders
The year is coming to a close. Have you thought about these financial ideas yet?
As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore before 2015 arrives.
Don’t forget that IRA RMD. If you own one or more traditional IRAs, you have to take your annual required minimum distribution (RMD) from one or more of those IRAs by December 31. ....
Did you recently inherit an IRA? If you have and you weren’t married to the person who started that IRA, you must take the first RMD from that IRA by December 31 of the year after the death of that original IRA owner. ....
THE RETIREMENT SOURCE®
Our name says it all!
Retirement is who we are, it is what we do and is what we have done for over 20 years