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The Retirement Report

Hank is on TV each week giving you more tips and advice on investing, retirement and your money.

7 Steps to Financial Freedom

Designed for the individual investor looking ahead to retirement, Seven Steps to Financial Freedom in Retirement offers unfettered access to financial consultant Hank Parrott's 20+ years of professional experience.

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Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

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Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

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Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

 

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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