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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.

Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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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.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Car Affordability

How much can you afford to pay for a car?

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