2026 Retiree Resources

This tax reference has all the important information presented in a clear and concise manner. It is Ok to share this with friends and family.

From the American Funds / Capital Group is this clear explanation of what this Bill changed and what it created for retirees in Northwest Ohio.

A simple way to review your current income from all common sources. You can then ballpark your expenses for mandatory and discretionary items.

The professionals at NAFA prepared this tutorial on the role of annuities in retirement. It is important reading. Now more than ever protected income is a valued asset class.

Do you have a clear picture of all of your income sources, expenses, insurances, liabilities and assets?

Our checklist describes the information needed to prepare an accurate Retirement Income Plan.

2026 marks the 30th anniversary of the introduction of fixed index annuities. Options for retirees have never been so strong. Guaranteed income amounts have never been greater.