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!
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Five creative (and inexpensive) ideas for motivating your employees.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How do the markets usually react to elections? Was the 2016 election any different?
It’s never a bad time to speak with your financial advisor about changes in your situation.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn how to harness the power of compound interest for your investments.
What if instead of buying that vacation home, you invested the money?