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Financial Reports

Reset Your Retirement

Inside: The Retirement Income Store® Sound Income Strategies David J. Scranton Who We Serve How We Got Here Retirement Lifestyle If you like what you see, and would like to continue reading this report, please complete the form below to register. Once you do, ... Read More >

2020-06-04T18:02:56+00:00June 4th, 2020|Categories: Financial Reports|Comments Off on Reset Your Retirement

Understanding Social Security Benefits

Inside:There are ways to maximize your benefits and get the very most to which you are entitled. Before you can retire, you should know what all of your sources of income are going to be and how much you can expect to receive from each. Social Security benefits will be one of ... Read More >

2020-05-27T18:35:04+00:00May 27th, 2020|Categories: Financial Reports|Comments Off on Understanding Social Security Benefits

Secure Act 2020 Report

Inside:When do you have to start taking your RMDs?How will recent changes impact your IRA contributions?What you can do to make the most of recent changes and avoid costly mistakes President Trump signed The SECURE Act into law on December 20, 2019—with many of its new provisions taking effect January 1, 2020. ... Read More >

2020-05-27T18:18:00+00:00May 27th, 2020|Categories: Financial Reports|Comments Off on Secure Act 2020 Report

Understanding Required Minimum Distributions

The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make sure we don’t misuse it. So, if we’re in the 24% tax bracket and we put money into a tax-deductible IRA or a ... Read More >

2020-05-27T18:05:08+00:00May 27th, 2020|Categories: Financial Reports|Comments Off on Understanding Required Minimum Distributions

Are Your Allocations Right for RMDs

Inside: There's more time to save under the new SECURE Act! Are you ready? 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 minimize taxes, minimize taking principal, and earn as much ... Read More >

2020-05-28T19:17:15+00:00May 27th, 2020|Categories: Financial Reports|Comments Off on Are Your Allocations Right for RMDs

Protect Your Finances In The Age Of Cybercrime

Few inventions in recorded history have revolutionized the way we live like the Internet. It has changed the way we communicate and has made thousands of previously slow, complex processes faster and more efficient. Yet, in the course of solving old problems, the Internet—like any invention—has also created new ones. Among the biggest ... Read More >

2020-05-27T17:07:24+00:00May 27th, 2020|Categories: Financial Reports|Comments Off on Protect Your Finances In The Age Of Cybercrime

Proactive Tax-Saving Strategies

Inside:Strategies related to retirement contributions, investments, retirement savings, healthcare expenses, charitable donations, and other key areas. With Donald Trump’s tax plan now in full effect, reforms to your taxes can affect you. But, new tax laws are always being enacted or proposed, so being out of the loop should never be used as ... Read More >

2020-05-27T16:30:58+00:00May 27th, 2020|Categories: Financial Reports|Comments Off on Proactive Tax-Saving Strategies

Market Math Made Simple

Inside: Learn to recognize when the price of stocks are overvalued Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common occurrence, and when it happens, you basically have two options: 1) you can throw the pants in the wash ... Read More >

2020-05-27T16:10:07+00:00May 27th, 2020|Categories: Financial Reports|Comments Off on Market Math Made Simple

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 a number of personal and social challenges. According to the Centers for Disease Control, for a couple in their mid-60s, there is a 50 percent chance that at least one of them will live into ... Read More >

2020-05-28T19:19:02+00:00May 27th, 2020|Categories: Financial Reports|Comments Off on Don’t Let Long-Term Care Be Your Financial Blind Spot

Guide to Aging

Inside: Secure a better financial future 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 uncertainties head-on. One of the keys to doing that is being aware of the ... Read More >

2020-08-04T14:29:15+00:00May 27th, 2020|Categories: Financial Reports|Comments Off on Guide to Aging

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