Leave Behind Toolkit
Social Security and Medicare Guide
A helpful guide outlining Social Security and Medicare benefits and taxes by Allianz.
Annuities Can Be A Great Way to Invest Safely
Article from January 2012 by NASDAQ and RTT News.
4 Percent Withdrawal Rate May Be Too High for Today’s Retirees
Article from October 2011 by Steve Vernon of CBS Money Watch.
Long-Term Care Snapshot
A great visual with information on LTC provided by longtermcare.gov
What Your Ex Will Say
What your ex-broker, ex-financial planner, ex-money manager will say when you (the client) break up with them. A collection of quotes that the client may hear when they decide to move their money from volatility to safety and security.
How Safe Is Your Insurance Company?
Article from October 2008 by Sean Scully of Time Business.
Retirees Need Less Stocks, More Annuities
Article from July 2011 by Robert Powell of MarketWatch.
Retirees Should Have More Annuities, Fewer Stocks
Article from July 2011 by Robert Powell of Smart Money.
Tony Robbins and Suze Orman
Excerpts from 2016, Tony Robbins’ Money Master the Game and Suze Orman’s The Road to Wealth.
What Is A Safety-First Retirement Plan?
Article from April 2016 by Wade Pfau, professor at The American College.
Retirement Planning Course Corrections To Consider
Article from March 2017 by Steve Vernon of MoneyWatch.