Financial Reports – Keep Yourself Informed

At Fellowship Financial Group, we strive to keep our clients informed about the issues that could impact their quality of life in retirement. Through financial education, we believe you can make better informed decisions about your financial future.

By reading our financial reports, you’ll gain access to a wealth of information that can help guide you towards the retirement you’ve always envisioned.

Whether you want to learn how to reduce your exposure to stock market risk or how fixed income investments can help you generate consistent and renewable streams of income for retirement, our financial reports are a great way to get started.

We have reports on:

· Understanding Required Minimum Distributions
· The Importance of Financial Defense
· 7 Risks to Your Retirement
· The Dangers of Investing in Bond Mutual Funds
· Estate Planning
· The Case for Fixed Income

Are Your Allocations Right for RMDs?

Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you must take them is as simple as following a bit of advice your parents probably used to tell you: live off your interest, don’t touch your principal. That may sound simple enough, but there are...

Understanding Required Minimum Distributions

The idea behind required minimum distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make sure we don’t misuse it. So, if we’re in the 30% tax bracket and we put money into a tax deductible IRA or a 401k,...

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 sport has shared that same philosophy. Just think about some of the great sports dynasties, teams that won championships year after year: The Green Bay Packers under Vince Lombardi, the Boston Celtics under Red Auerbech,...

7 Risks To Your Retirement

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10 Signs You’re Working With A True Retirement Income Specialist

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Bonds vs Bond Mutual Funds

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