Articles and Special Reports

The Retirement Guy Special Reports:

Below is a list of useful special reports. Call or email for your free copy in PDF.

Report #1: 12 Concerns to Address Before Selecting a Financial Professional 12-15-11 

Report #2: 10 Biggest Mistakes by People In or Near Retirement 1-10-12

Report #3: A Primer on Annuities 1-15-12

Report #4: Index Annuities - Ten Objections that Don't Hold Water 1-10-12

Report #5: A Primer on Medicaid 5-15-11 

Report #6: A Primer on Medicare 5-15-11 

Report #7: A Primer on Social Security 1-25-12

Report #8: A Primer on Permanent Cash-Value Life Insurance 8-1-11

Report #9: A Primer on Reverse Mortgages 8-20-11

Retirement:

Insurance:

Finances:

Investments:

Tax:

Estate Planning: