Expert Financial Articles

Here are some of our Financial Articles to help understand your Retirement Strategy ...

Financial Planning
Personal Financial Planning
Year End Financial Checklist
The Role of a Financial Advisor
How Should Financial Professionals Get Paid?

Talking about Money in your Marriage
Couples Retiring on the Same Page

A Woman's Financial Reality
Women Need to Take Charge of Their Money
Women Must Plan For Their Financial Future

College Funding Options
Cash Flow Planning
Debit Cards versus Credit Cards


Retirement Planning
Retirement Reality Check
Should I Retire Now or Later?
Financially fit for Retirement at 50
Getting it Together for Retirement

What Expenses Could Change When You Retire?
Retirement Planning Considerations
Retirement Planning Mistakes
Reasons NOT to Plan for Retirement

Creating a Budget for Retirement
Why You Should Contribute to Your Retirement Plan

2017 IRS Retirement Plan Contribution Limits
2016 IRS Retirement Plan Contribution Limits

Social Security
Claiming Social Security Survivor Benefits
Social Security Myths and Facts

Medicare
Medicare Enrollment Deadlines

Markets and Investing
Understanding the Markets
Classic Investing Mistakes
Investment Diversification

Inflation
Dividend Reinvestment and Compound Interest
REITs and LP Investments

Year in Review  2016
Year in Review  2015
Year in Review  2014
Year in Review  2013
Year in Review  2012

Insurance and Asset Protection
Are You Insured?
LTC Insurance
Long Term Care Coverage using Life Insurance Riders

Tax Strategies
1031 Tax-Deferred Property Exchanges

Estate Planning
Estate Planning
Estate Planning Tricks

Wills and Living Trusts
Putting Your Home in a Trust
Choosing the Right Beneficiaries

Business Exit Planning
Press Release: Business Exit Planning at Southwestern Retirement 

B
usiness Exit Planning
Seven Steps to a Successful Business Exit

Preparing to Sell your Business
The Business Value Driver Process
Business Advisors


Information provided on this site is from sources we believe to be reliable, however we cannot guarantee that it is accurate or complete.

Registered Representative offering securities and advisory services through Independent Financial Group LLC,
a registered broker-dealer and investment adviser. Member FINRA / SIPC
Southwestern Retirement Planning Advisors, Inc. is not affiliated with Independent Financial Group LLC
OSJ Branch: 12671 High Bluff Dr. Suite 200 San Diego, CA 92130

Licensed in AZ, CA, CO, HI, ID, NM, NV, TX, UT

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