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!
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
A four-step framework for building a personal legacy.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
That big list of dreams and goals isn't the only way to look at your bucket list.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Understanding the cycle of investing may help you avoid easy pitfalls.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Making the most of surprises is a great reason to work with us.