Retirement Resources, Inc. is a Jacksonville, Florida based family owned and operated independent financial services & Insurance firm, whose professionals have over 60 years combined experience in the retirement and financial planning field.
We understand the challenges people face today. With 10,000 Baby Boomers turning 65 daily through the year 2029, the need for personal, attentive and thoughtful service is rising rapidly. We believe in thinking, “out-of-the-box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
While we specialize in retirement planning for organizations and individuals, we also offer a full spectrum of financial & Insurance services for our clients individual needs.
At Retirement Resources, Inc. we are committed to helping our clients achieve their financial goals!
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Simple steps may help you foil hackers and protect your privacy.
Understanding the economy's cycles can help put current business conditions in better perspective.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How does your ideal retirement differ from reality, and what can we do to better align the two?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here are five facts about Social Security that might surprise you.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Women must be ready to spend, on average, more years in retirement than men.