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Welcome the Retirement Resources Financial Information Center (RRFIC), where you'll find a wealth of information in the form of videos, splashbooks, newsletter articles, calculators, and reports.  RRFIC covers a wide range of topics from getting started on your financial journey to advanced estate planning concepts.

Our goal is to help you make better-informed decisions, to keep you moving in the right direction, without unnecessary financial stress.  

RRFIC is a cost-free and product-free zone.  It is provided as a public service by Retirement Resources.  Feel free to visit often and to share this site with others.

Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck