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
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The item most homeowners forget on their home improvement project checklist is insurance.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Understanding the economy's cycles can help put current business conditions in better perspective.
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, cracking the code on bonds.
Peer-to-peer payment apps are one of the newest ways to send money.
If you died, what would happen to your email archives, social profiles and online accounts?
Here’s a crash course on saving for college.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
In life it often happens that the answers to our most pressing questions are right in our own backyards.