Retirement Planning Education Videos

When to Claim Social Security

When you elect Social Security is one of the most important decisions you’ll make in retirement. It will impact the amount of income you receive, the amount of taxes you pay, and how you utilize your other assets.

When to Claim Social Security

Wouldn’t it make sense to limit your exposure to unnecessary taxes in retirement if at all possible? After all, any income that goes towards paying taxes reduces what you can spend to maintain your lifestyle throughout retirement.

Market Volatility

I don’t let your retirement income evaporate from market fluctuations. There are ways for you to protect your income from market volatility.

Back to top

When to Claim Social Security

When you elect Social Security is one of the most important decisions you’ll make in retirement. It will impact the amount of income you receive, the amount of taxes you pay, and how you utilize your other assets.

Average vs. Actual Returns

While everyone is used to talking about average returns, actual returns are the key to your retirement income. That’s why we focus on them.

Will You Have Enough to Retire?

It’s a question you should be asking. We show you a quick formula help you check.

Back to top

Long Term Care Event Likely?

You’ve worked hard for your retirement income. Are you and your family protected against the expense of long term healthcare?

Income for Life

Would you take action if there was a way to make sure you had a continuous income source for the rest of your life?

Back to top