2023 Tax Guide
2023 Tax Guide is summary in nature and is current and accurate as of January 1, 2023.
Retirement Income in Inflationary Times
Protect your retirement income from longevity risk, inflation risk and sequence of return risk..
Don’t Let the Stock Market Ruin Your Retirement
The Stock Market is an Unreliable partner in YOUR retirement!.
Rethinking Retirement the 60/40 Model is Dead!
How a FIA can boost and protect your 60/40 Asset Allocation Model!
Reviews
George put together a plan so I can delay taking Social Security and still have guaranteed lifetime income.
Connie R – Realtor
I was so afraid of the market I was in CD’s never realizing that inflation was killing me- George and his team have me now growing my money with never losing it.
Laura C – Homeowner