Estate Planning

Although estate planning can be complex, a well-constructed plan can make a big difference in what is left for your loved ones. This report explains the essentials of what you need to know to ensure you have a well-thought-out estate plan in place.

Strategic Senior Benefits Group - Estate Planning Myths-1

Stay Informed

Download your free reports on the financial topics that matter the most to you.

Name(Required)

More Reports

Are Your Allocations Right for Social Security

Nothing exists in a vacuum, meaning that even if you’ve determined the best time and …

Are Your Allocations Right for Social Security Read More »

Year-End Financial Planning Checklist

Americans are notorious for overspending when the holiday season rolls around. While that may be …

Year-End Financial Planning Checklist Read More »

Women, Money & Retirement- Separating Fact from Fiction

The 100th anniversary of women’s right to vote in the U.S. occurred in 2020. During …

Women, Money & Retirement- Separating Fact from Fiction Read More »

Why Investing in Mutual Funds Could Jeopardize Your Retirement Plans

Unfortunately, since many financial advisors working today entered the business in the 1980s and 90s, …

Why Investing in Mutual Funds Could Jeopardize Your Retirement Plans Read More »

What You Need to Know About Passive Income

Passive income has become a hot topic and for good reason. Who wouldn’t like to …

What You Need to Know About Passive Income Read More »

Understanding Price-to-Earnings Ratios

Have you ever bought a pair of pants for your child or grandchild that were …

Understanding Price-to-Earnings Ratios Read More »

Ten Warning Signs of Working with the Wrong Financial Advisor

Are you working with the wrong financial advisor? Is he still the advisor best qualified …

Ten Warning Signs of Working with the Wrong Financial Advisor Read More »

Surviving-Child Financial Checklist

The loss of a parent is difficult enough, but it can be made worse when …

Surviving-Child Financial Checklist Read More »

Secure Act 2.0

The $1.7 trillion budget bill signed by President Biden on Dec. 29, 2022, included the …

Secure Act 2.0 Read More »

Icon-facebook Linkedin
3730 Coconut Creek Parkway, Suite 202
Coconut Creek, Florida 33066

Boca Raton

Broward

Coral Springs

Fort Lauderdale

Margate

Tamarac

Copyright © 2023

Strategic Senior Benefits Group. All Rights Reserved.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Retirement Income Source and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Strategic Senior Benefits Group and Sound Income Strategies, LLC are not associated entities. Strategic Senior Benefits Group is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies, LLC are associated entities.

https://www.sec.gov
Broker Check: https://adviserinfo.sec.gov

 A franchise of Retirement Income Source

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

Schedule a Call
You can also call us directly at (954) 281-5292