June 4, 2020

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 […]
May 20, 2020

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, […]
May 20, 2020

The Importance of Financial Defense

The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you canbet that almost every great coach in nearly every sport has shared that […]
May 20, 2020

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 […]
May 20, 2020

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 […]
May 20, 2020

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 for growth. As the chart shows, […]
May 20, 2020

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 age, […]
May 20, 2020

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 unheeded, are […]
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