Financial Reports

Make Better Informed Decisions About Your Financial Future

At Retirement Income Source, Fort Lauderdale, we strive to keep our clients informed about the issues that could impact their quality of life in retirement. Through financial education, we believe you can make better informed decisions about your financial future.

By reading our financial reports, you’ll gain access to a wealth of information that can help guide you towards the retirement you’ve always envisioned.

Whether you want to learn how to help reduce your exposure to stock market risk or how fixed income investments can help you generate consistent and renewable streams of income for retirement, our financial reports are a great way to get started.

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...

Guide to Aging

Working Americans at or approaching retirement age today face many unprecedented challenges unique to their...

Hard Lessons of the Stock Market

If you’re like most people, you believe there’s a great deal of truth in the...

How Much Do I Need to Retire

One of the first things people do once they get serious about planning and saving...

How to Give and Receive Charitable Contributions

Most people are aware that charitable contributions to qualified recipients are tax-deductible, provided they are...

Importance of Financial Defense

The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet...

Introduction to the Universe of Income-Generating Financial Strategies

Aggressive instruments are those primarily invested in for growth. As the chart shows, they include...

Investing for Income in the Stock Market

When people think of Investing for Income, the first thing that might come to mind...

Negative Spin on Annuities

Everyone understands that the mass media has changed drastically. Not so long ago, we relied...

Passive Income for Retirement

Passive income has become a hot topic and for good reason. Who wouldn’t like to...

Proactive Tax-Saving Strategies

It seems that tax laws and regulations are constantly changing. That’s why it’s always good...

Protect Yourself From the Dangers of Inflation

After more than a decade of hovering at normal-to-below-average levels, inflation became a hot topic...

Protecting Your Finances in the Age of Cybercrime

Few inventions in recorded history have revolutionized the way we live like the Internet. It...

Retirement Risk Report Will You Outlive Your Money

In survey after survey, the top financial fears among older Americans are almost always the...

Secure Act 2.0

The $1.7 trillion budget bill signed by President Biden on Dec. 29, 2022, included the...

Surviving-Child Financial Checklist

The loss of a parent is difficult enough, but it can be made worse when...

Ten Warning Signs of Working with the Wrong Financial Advisor

Are you working with the wrong financial advisor? Is he still the advisor best qualified...

The Case for Fixed Income

We hear the term “renewable resource” used often when referring to energy — solar, wind,...

The Income Generation Report

Starting about five years ago I began using the term “Income Generation” to describe the...

TR=I+G Guide

There are many misconceptions about investing. One is that the terms ‘growth’ and ‘return’ are...

Understanding and Maximizing Your Social Security Benefits

Before you retire, you should know what all your various sources of income will be,...

Understanding Price-to-Earnings Ratios

Have you ever bought a pair of pants for your child or grandchild that were...

Understanding Required Minimum Distributions

The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give...

Why Investing in Mutual Funds Could Jeopardize Your Retirement Plans

Unfortunately, since many financial advisors working today entered the business in the 1980s and 90s,...

Women, Money & Retirement- Separating Fact from Fiction

The 100th anniversary of women’s right to vote in the U.S. occurred in 2020. During...

Year-End Financial Planning Checklist

Americans are notorious for overspending when the holiday season rolls around. While that may be...