How much money will you need to retire comfortably? Will you be able to sustain your lifestyle through stock crashes, bear markets, and periods of inflation? This ebook by CERTIFIED FINANCIAL PLANNER™ George Koeltl will help you answer these questions and more.
Social Security is a cornerstone of nearly every retiree's retirement income strategy. This special report will help you maximize Social Security benefits by claiming at the right time and in the right way.
This presentation answers common questions such as: Will Social Security be there for me? How much will I get? How can I maximize my benefits? If you haven't claimed Social Security yet, this video is a must-see!
This video answers many common questions about Medicare and will help you determine which option is best for you and your family. Our focus is minimizing the risk of a major healthcare expense derailing your family's finances and lifestyle.
Bright skies ahead ... or doom and gloom? Terry Simpson, CFA®, of BlackRock Investment Institute clarifies how Trump's policies may impact the economy, financial markets, and your portfolio.
Bob Reby, CFP®, identifies the most common (and perhaps most financially devastating) buy-sell mistake investors make, and presents an argument for rational optimism during Trump's presidency and beyond.
Did you know the average equity fund investor earns 3% - 4% less on average than the unmanaged S&P 500 index? Find out how to avoid the mistakes that prevent most investors from getting the returns they deserve.
At Danbury Connecticut's annual economic symposium, THE ECONOMY and YOU, Bob explains Reby Advisors investment philosophy of Evidence Centered Investing.
In collaboration with Stephen Kosar, CPA, Reby Advisors has published this complimentary report detailing six ways to minimize your income taxes. Save up to five figures annually with these tax planning strategies.
Did you know many "financial advisors" are not required to put your interests ahead of theirs when recommending financial products to buy? Find out how to identify your advisors' conflicts of interest in this ebook by Patrick Doherty, CFP®.
Do you know how much money you can safely spend each year without outliving your assets? George Koeltl, CFP®, explains your "spending speed limit," strategies to maximize the income from your assets, and tips to avoid running out of money.