Category: Financial Planning

Helping Preserve Your Retirement Assets by Taking Smaller DistributionsYou own two pots of money: The money that has already been taxed (let's call it "regular money") and the money that … Continue reading "Helping Preserve Your Retirement Assets by Taking Smaller Distributions"

An Alternative to Tax-Free BondsWhile tax-free bonds can be a popular source of tax-free income, some retirees are not aware that they can receive a potentially higher source of cash … Continue reading "An Alternative to Tax-Free Bonds"

How Fixed Immediate Annuities Can Help Increase Cash FlowIt’s possible to increase your monthly cash flow with a fixed immediate annuity. An immediate annuity is simply the payment of a … Continue reading "How Fixed Immediate Annuities Can Help Increase Cash Flow"

Generating Retirement Income Financial planning prior to retirement is focused on asset accumulation, tax minimization, and maintaining a budget that allows for maximum savings. Retirement financial planning, however, is focused … Continue reading "Generating Retirement Income"