Clearwater - Main Ave.
Educational Videos
Retirement
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
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Rightsizing for Retirement
What does your home really cost?
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Investment
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Estate
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Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Insurance
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
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Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Money
Lifestyle
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