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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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Have Questions? Need Answers? Contact us today for your free consultation with Hank Parrott and our advisors.

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Planning & Advisory Services

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

Investments

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

Insurance

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

Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

5 Smart Investing Principles

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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