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FREE Reports

8 Things You Must Know Before Buying an Annuity

Considering an annuity? What are the pros and cons? This report details some of the most important things you’ll need to consider before purchasing an annuity.

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Reliability of Income: What stock market will you retire into?

While return on investment (ROI) is important, many retirees may benefit from thinking about the acronym ROI a little differently: Reliability of Income.

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Diversification – Are Your Assets Diversified With Your Taxes in Mind?

Many investors fail to consider the importance of reducing taxes. This report will share with you one overlooked element in diversification – taxes!

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Alternatives to Certificates of Deposit – Combating Historically Low Interest Rates

Frustrated with low rates? Looking for alternatives? Request this free report to learn about your options!

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9 401(k) Mistakes to Avoid: A Guide for Individuals Upon Leaving an Employer

Rolling over a 401(k)? Changing jobs? Don’t make these common 401(k) mistakes!

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Understanding the Difference Between Accumulation and Distribution

Thinking about retirement? Planning to get to retirement is quite different from financial planning to stay retired.

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Common Beneficiary Mistakes

This report details some of the most common mistakes people routinely make when naming beneficiaries. Think you’ve got it figured out? Don’t think it could happen to you?

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The Cost of Long-Term Care Survey and Report

Wondering how much long term care costs in your area? The first step in planning is to request the most recent Cost of Care Survey detailing the costs for each of the 50 states.

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Is a Roth IRA Conversion Right for You?

Do you have qualified funds in your portfolio? Concerned about future tax law changes? Learn more about your options to reduce your future tax burden with this helpful report.

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Stock Marketing Risk: Friend of Foe? Understanding Fixed-Indexed Annuities and Their Role Inside a Portfolio

Learn about the impact of stock market ups and downs, their potential impact on your retirement portfolio, and possible alternative investment options. 

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Planning for Unpleasantries: Integrating Life Insurance and Asset-Based Long-Term Care into your Financial Plan

Needing care at home or in a long-term care facility aren't pleasant topics, but they are expensive ones. Learn about your planning options in this report.

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Cyberattacks on the Rise Amidst Pandemic: Four Vulnerabilities

 

 

Discover common tactics that cybercriminals have been using to exploit the COVID-19 and what you can do to protect yourself.

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