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News | Event | Resources

Are Taxes Going Up in the Future?
10/2015

No one has a crystal ball that provides a definitive answer to future tax liability. But if you look at the situation as a whole,...

Traveling in Retirement: Satisfying Wanderlust in Retirement with a Well-Tended Nest Egg
09/2015

Big thanks to David O. for doing this interview. He and his wife, Susan, are long-time clients and great friends of everyone at...

Our Favorite Yogi-isms
09/2015

From the New York Times:

Join us for our September Open House!
09/2015

We had a great time at this get-together! Click here to see our upcoming events.

I've heard it said that seeing a financial representative is kind of like seeing...

The Facts About Retirement Annuities, Part 1
06/2015

Learn more in our free Annuities 101 booklet

RVing in Retirement: 7 Tips for Getting Started
06/2015

Has the open road been calling your name since you were in stuck in the rat race during your working years? Retirement is a great...

13 Jacksonville-Area Golf Courses To Add To Your List
05/2015

Florida has long since been a destination for retirees and golfers — after all, it is the sunshine state with more golf courses...

Eric & Sam's Link List
05/2015

Monday, May 18

Golf More in Retirement with These Three Financial Strategies
05/2015

Don’t Let Financial Bogeys Take You Off Course

The Guided Tours Every Retired American Should Take
05/2015

Download our free Preparing for Retirement eBook to learn more about how shaping your finances with insurance products like...