Financial Reports
Make Better-Informed Decisions About Your Financial Future
At Retirement Income Source, we strive to keep you informed about the issues that could impact your quality of life in retirement. Through financial education, we believe you can make better, more well-informed decisions about your financial future.
By reading our financial reports, you’ll gain access to a wealth of information that can help guide you toward the retirement you’ve always envisioned. Whether you want to learn how to reduce your exposure to stock market risk or how fixed-income investments can help you generate reliable income for retirement, our financial reports are a great resource.
7 Risks to Your Retirement
Most of us look forward to retirement, imagining that we’ll get to relax and enjoy activities we haven’t had time...
Most of us look forward to retirement, imagining that we’ll get to relax and enjoy activities we haven’t had time for such as traveling, reading, and exercising. However, as pre-retirees...
10 Signs You’re Working with a True Retirement Income Specialist
Not all financial advisors are created equal. Many say they specialize in retirement planning, but only a select few have...
Not all financial advisors are created equal. Many say they specialize in retirement planning, but only a select few have the tools or training required to make them a true...
Annuities Income for Life
You try to protect your car, home, and your health with insurance, but are you trying to protect your retirement...
You try to protect your car, home, and your health with insurance, but are you trying to protect your retirement income? With the potential for tax-deferred growth and a guaranteed...
Are Your Allocations Right for RMDs?
There is an ideal order in which to pull from retirement accounts when taking IRS Required Minimum Distributions (RMD). The...
There is an ideal order in which to pull from retirement accounts when taking IRS Required Minimum Distributions (RMD). The goals, which often go unheeded, are to help minimize taxes,...
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...
Nothing exists in a vacuum, meaning that even if you’ve determined the best time and method of taking your Social Security benefits based on your age, objectives, and lifelong earnings,...
Bonds vs Bond Mutual Funds
Since many of today’s financial advisors got into the business in the 1980s and 90s, during the best stock market...
Since many of today’s financial advisors got into the business in the 1980s and 90s, during the best stock market in U.S. history, most have become stock market specialists. Frankly,...
Building Blocks of Retirement
Traditionally, the key to a financially solid retirement plan has been to save early, ideally from the day you start...
Traditionally, the key to a financially solid retirement plan has been to save early, ideally from the day you start working. It’s always been good advice to live by, but...
Don't Let Long Term Care Be Your Financial Blind Spot
It’s no secret that Americans are living longer than ever. While that’s great news, it also creates many personal and...
It’s no secret that Americans are living longer than ever. While that’s great news, it also creates many personal and social challenges. According to the Centers for Disease Control, for...
Estate Planning Myths
Dispelling myths, rumors and misinformation is an ongoing battle for financial advisors. Estate planning is a topic especially prone to...
Dispelling myths, rumors and misinformation is an ongoing battle for financial advisors. Estate planning is a topic especially prone to myths and misinformation. In this report, I’m going to dispel...
Guide to Aging
Working Americans at or approaching retirement age today face many unprecedented challenges unique to their generation. That’s why it’s important...
Working Americans at or approaching retirement age today face many unprecedented challenges unique to their generation. That’s why it’s important to have a retirement plan that addresses these challenges and...
Hard Lessons of the Stock Market
If you’re like most people, you believe there’s a great deal of truth in the adage, “history tends to repeat...
If you’re like most people, you believe there’s a great deal of truth in the adage, “history tends to repeat itself more often than not.” That’s an important adage to...
How Much Do I Need to Retire?
One of the first things people do once they get serious about planning and saving for retirement is to look...
One of the first things people do once they get serious about planning and saving for retirement is to look at a retirement calculator to find out how much they...