Resources

Financial Education Videos at Your Fingertips

Baby Boomers’ Biggest Fear

How to Understand Social Security

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.

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The Power and Essentials of Estate Planning

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.

An Entrepreneur’s Guide to Personal Finance

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.

Business Killers

All businesses will eventually run into issues that have the potential to disrupt, disable, and perhaps kill the business. We call these Business Killers. However, many do not take the time to plan and protect what they have worked so hard to build. If you seek to protect and nurture your business, now is the time to do so.

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.

Accelerate Your Financial Education!

See what Dr. Drew can do for you. To schedule a one-on-one walkthrough, reach out directly at (636) 537-7851 or fill out the form, and we’ll be in touch shortly.

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