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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

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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An Inside Look at Retirement Living

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

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

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Rightsizing for Retirement

What does your home really cost?

The Cost of Procrastination

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

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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