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Seth Brooks, CIMA®, CRPS®, MBA
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270.393.0008
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996 Wilkinson Trace, Suite C6
Bowling Green, KY 42103
T: 270.393.0008
F: 270.393.0280
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Retirement & Longevity
Topic
Longevity Planning
Retirement Planning
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Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
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Retirement & Longevity
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
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Retirement & Longevity
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
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Retirement & Longevity
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
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Retirement & Longevity
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
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Retirement & Longevity
Maintaining income after retirement
How your retirement savings can continue working for you.
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Retirement & Longevity
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
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Retirement & Longevity
Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
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Retirement & Longevity
Retiree in training
Practice makes perfect when it comes to retirement.
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Retirement & Longevity
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
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Retirement & Longevity
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
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Retirement & Longevity
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