Richard Becker
Richard BeckerCLU | Chartered Life Underwriter
CLU Chartered Life Underwriter A CLU is a professional advisor in all of the areas of business and family financial...
Read More...Retirement Basics
Planning for the "Golden Years" – There's a saying that if you have your health, you have everything. Well, that's...
Read More...White Paper – Are Your Allocations Right for Social Security?
Nothing exists in a vacuum, meaning that even if you’ve determined the time and method of taking your Social Security...
Read More...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... Read More...
White Paper – Understanding Required Minimum Distributions
The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give us a tax incentive to... Read More...
White Paper – Market Math Made Simple
Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common... Read More...
White Paper – The Hard Lessons of Stock Market History
If you’re like most people, you believe there’s a great deal of truth in the old adage that history tends... Read More...
IRA Conversions
The Roth IRA offers a number of advantages over its traditional counterpart. These include: Tax-free distributions at retirement Ability to... Read More...
White Paper – The Importance of Strong Financial Defense
The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet every great coach in every... Read More...
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....
Read More...
