• Home
  • Current Issue
  • Safety Pins
  • Playing it Safe
  • Safe Retirement
  • Personal Finance
  • Safe for Life
  • Subscribe
  • Safe Money Places
  • News You Can Use
  • Links
  • Videos
  • About the Authors
Picture
An Un-Happy Birthday to Them! 
By Steve Dinnen

Here’s a birthday few of us look forward to celebrating: federal income taxes turn 100 years old in 2013. Hmm? How should we celebrate? Maybe by spoiling their party just a bit  - Click here to read
Like Us on Facebook

Safety Pins

Picture
A Balancing Act

By Raymond J. Ohlson, CLU, CRC


Past economic crises, hurricanes, high oil prices, tensions with North Korea, Chapter 11 filings, the “War on 
Terror,” and other major events can play havoc with our at-risk money. So, it’s not surprising that many people want to quit worrying and play it safe. But, it is often a balancing act.. 
Click here to read

Safe For Life

Picture
Life Long Lessons - By Norm Wilkens

Someone once said, “When you stop learning, you stop living!” That may seem a bit dramatic, but a truer statement has seldom been made -Click here to read

News You Can Use

  • The Markets: Slower Growth Ahead?Earnings data continues to drag - Life&Health Advisor ... click here to read
  • INN: Most In Denial About Long-Term Care Need - Click here to read
  • LifeHealthPro: 5 reasons why low rates can’t stop annuity sales - Click here to read
  • BenefitsPro: Generation X behind in retirement savings Still has faith in Social Security - Click here to read
  • WSJ: What’s Blowing Up Retirement  - Click here to read
  • Kitces | Nerd's Eye View: The Taxation Of Social Security Benefits As A Marginal Tax Rate Increase? -Click here to read
  • SourceMedia: Younger Investors Take Investing Cues From Parents - 
    Click here to read
  • SourceMedia: Advisors and Online Calculators Lower Risk of Retirement Shortfalls - Click here to read
  • INN: Americans Taking On More Risk Than They Would Prefer - Click here to read
  • INN: Replacing Mommy Would Cost 'A Small Fortune' - Click here to read
  • Wall Street Journal: Health Insurers Warn on Premiums ... click here to read
  • Life & Health Advisor: Life after ‘Till Death Do Us Part’ ... Click here to read
  • CNN Money: How a lifetime income annuity works ... click here to read
  • LifeHealthPro: Survey flags gap in life coverage among young families ...click here to read
  • Washington Post: Mediterranean diet reduces cardiovascular risk .. click here to read
  • CNN Money: The hidden tax Washington doesn't want you to know ... click here to read
  • CNN Money: Bill Gross: Brace for lower returns ... click here to read
Picture
This video series will give you a quick overview of what an annuity CAN do for you and what annuities did do for people like yourself. 

Click here to watch this video series

Personal Finance

Picture
2013 Will Hit Higher-Income Taxpayers Hare - Be Prepared  

By Thompson Myers and Associates, PC
Now that Congress has passed the American Taxpayer Relief Act of 2012 (ATRA) and avoided the so-called “fiscal cliff,” higher-income taxpayers need to brace for higher taxes. 
Click here to read

Playing It Safe

Picture
Where will the market go from here? 
By Dr. Jack Marrion

Although financial markets do tend to comeback to the middle ground eventually – bubbles at some point will burst and a bear market will turn around and become a bull – it doesn’'t always happen - Click here to read

Safe Retirement

Picture
Social Security and Retirement Risk hrinkage - By Dr. Frederick Saide, PhD

The average Social Security Retirement benefit for 2011 was $14,100. To give you an idea of how significant this is - you would need $470,000 in an investment, paying you 3%, to give you the same kind of income - 
Click here to read
Picture

Click the links below to watch our short unbiased educational videos
  • Meet Steve and Linda and Their Retirement Challenge
  • Ed and Vickie Taylor's Nest Egg Challenge
  • What's Happening at The White House?
  • Worried About Outlive Your Retirement Income?
  • Where is Your Money Protect from Loss?
  • 10 Questions to Ask Yourself About Your Financial Needs
  • The CD Alternative
  • 4% Withdrawal Rule Called Into Question
  • The Best Type of Life Insurance

Current News Issue: 

Picture
Click here to get the PDF

    Signup for Your Complimentary Subscription

    -
    -
Sign Up
Picture
Picture
Picture


Useful Links
  • Financial Tools
  • Government Website Links
  • Financial News Websites
Copyright 2013 SMP International LLC