White Paper – 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... Read More...

White Paper – The Importance of Strong Financial Defense

The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet every great coach in every... Read More...

White Paper – 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... Read More...

White Paper – Understanding Social Security Benefits

Before you can retire, you should know what all of your sources of income are going to be, and how... Read More...

White Paper – Are Your Allocations Right for RMDs?

Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you... Read More...

White Paper – Understanding Required Minimum Distributions

The idea behind required minimum distributions, or RMDs, is that the government wants to give us a tax incentive to... Read More...

White Paper – 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... Read More...

White Paper – Non-Stock Market Income Generating Alternatives

There are three basic categories of investments: conservative, moderate and aggressive. Aggressive instruments are those primarily invested in for growth.... Read More...