We specialize in helping Seniors maximize their Social Security income, plus create additional guaranteed supplemental income for life and lower Taxes! We can help ... Call the Retirement Pros Office (701) 572-4218 or 800-280-5464.
We begin by helping you find the answers to the four toughest financial questions:
- Yes or No – Do you know what rate of return you need to earn for you to live like you live today adjusted for inflation and have your money last to life expectancy? Would you like to know? Yes or No
- Yes or No – Do you know how much you need to save each year to make sure you will have enough money? Would you like to know? Yes or No
- Yes or No – Do you know how long you will have to work before you can stop and have your money last to life expectancy? Would you like to know? Yes or No
- Yes or No – Do you know how much you will need to reduce your future lifestyle to keep from running out of money? Would you like to know? Yes or No
CLICK HERE for FREE report "How to increase your Retirement Income payment by up to 33% or more" please feel free to call me. We can then schedule some time at your convenience to help you find the answers to the four toughest financial questions and your personalized Retirement report.
CLICK HERE to read Chapter One "The Poker-Chip Mentality" Patrick Kelly’s book Stress-Free Retirement.
CLICK HERE to read about The Tax Cuts and Jobs Act of 2017: Will Your Taxes Go UP or Down?
CLICK HERE to read about The SECURE Act of 2020: Will Your Taxes Go UP or Down?
CLICK HERE to read about "The CARES Act Has Passed: Here Are the Highlights!"
Warren Buffet said: “Only when the tide goes out do you discover who’s been swimming naked.”
In the Spring of 2020, when the stock market crashed, many people were invested in accounts that exposed the reality of their situation, and they were caught with their retirement pants down. When the markets are riding the waves of all-time highs, everyone looks like a genius. When the markets take 30+% drops as they did in 2020, you quickly see who wasn’t protected!
Don’t get caught without your trunks on! Protect yourself and your family with accounts that protect 100% of your principal no matter what happens in the markets. Make sure these accounts offer you the guaranteed lifetime income you can never outlive. You’ll be so glad you did and so will those you love most!
We are proud to say ... "It takes a special license to lose people's money and we don't have one."
WE ARE HERE FOR YOU
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Military families face unique challenges, making personal finance even more critical.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Simple steps may help you foil hackers and protect your privacy.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you know how to set up your financial goals for success? This knight does.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Pundits say a lot of things about the markets. Let's see if you can keep up.