Financial Coach LLC
White Papers - Library
White Paper – Non-Stock Market Income Generating Alternatives
There are three basic categories of investments: conservative, moderate and aggressive. Aggressive instruments are those primarily invested in for growth....
White Paper – Are Your Allocations Right for Social Security?
Nothing exists in a vacuum, meaning that even if you’ve determined the best time and method of taking your Social...
White Paper – Understanding Social Security Benefits
Before you can retire, you should know what all of your sources of income are going to be, and how...
So You’re Retired – Now What?
Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is....
How Social Security Works
The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of...
Retirement Expenses
How Living Expenses Change During Retirement. There are some upsides to being a retiree - senior discounts, lower taxes, subsidized...