The Income Generation Report

Starting about five years ago I began using the term “Income Generation” to describe the demographic encompassing my clients, prospective clients, and myself. To put it simply, the term
refers to today’s generation of retirees and near-retirees. That means Baby Boomers but also older Gen Xers, who are also in their 50s now and nearing the age when they’ll need to start preparing for retirement income.

The Income Generation Report

Stay Informed

Download your free reports on the financial topics that matter the most to you.

Name(Required)

More Reports

7 Risks to Your Retirement

Most of us look forward to retirement, imagining that we’ll get to relax and enjoy...

10 Signs You Are Working with a True Retirement Income Specialist

Not all financial advisors are created equal. Many say they specialize in retirement planning, but...

Annuities-Income for Life

You try to protect your car, home, and your health with insurance, but are you...

Are Your Allocations Right for RMDs

There is an ideal order in which to pull from retirement accounts when taking IRS...

Are Your Allocations Right for Social Security

Nothing exists in a vacuum, meaning that even if you’ve determined the best time and...

Bonds vs Bond Mutual Funds

Since many of today’s financial advisors got into the business in the 1980s and 90s,...

Building Blocks of Retirement

Traditionally, the key to a financially solid retirement plan has been to save early, ideally...

Don’t Let Long-Term Care Be Your Financial Blindspot

It’s no secret that Americans are living longer than ever. While that’s great news, it...

Estate Planning Myths

Dispelling myths, rumors and misinformation is an ongoing battle for financial advisors. Estate planning is...

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (954) 833-1180