Resources
Financial Education Videos at Your Fingertips
Baby Boomers’ Biggest Fear
Essential Reads for Financial Success
Retire Wise : Navigating the Roadblocks of Retirement
How to Understand Social Security: Strategies for Claiming and Optimizing Your Income Plan
Navigating Your Retirement Timeline: Your Roadmap for a Successful Retirement
Estate Planning : How to Create A Legacy For Your Family
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Unlock mysteries you’ve wondered about with ‘Understanding Social Security,’ a comprehensive guide that breaks down the complexities of the social insurance program. In his insightful book, Drew provides you with a clear and accessible roadmap to navigate the intricacies of Social Security benefits.
Estate Planning Essentials
Life presents all of us with circumstances – some good, some bad. We believe that we will live forever, healthy and vibrant, yet life throws us all curveballs. Whether you’re 20 and just beginning your career or 50 and looking to retire soon, we must all seek better methods for planning our futures. Why bother with estate planning? It’s easy. You get to plan where your money goes.
Retire Ready: The 5 Biggest Obstacles to a Smooth Retirement (and How to Avoid Them).
Prosperity and success are what many entrepreneurs envision when they start their own businesses. However, it takes more than a vision for your business to succeed. A recent study shows that small businesses on average have a 50% survival rate after the first five years in business. What are some possible reasons why that is? Poor planning, execution, and financial management.
Life Insurance: Is It Really an Asset?
With so many different types of policies available, life insurance is often another misunderstood financial product. It can be used as a death benefit, supplemental income in retirement, and for long-term care. The construction of a proposed life insurance solution in a personal financial plan is complex on several levels, and having a professional financial planner can add clarity to the world of life insurance choices.
Annuities: Removing the Myths
Annuities seem to have a bad reputation. From fees to returns, many individuals and financial firms despise annuities. However, annuities can play a valuable role in providing guaranteed income and strengthening an overall retirement plan. Annuities can actually be a solid retirement planning tool when discussed properly with clients.
An Entrepreneur’s Guide to Personal Finance
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