Retirement Resources from FirstIncomeRetirement
Planning is easier when you understand the moving parts. This library gathers the FirstIncomeRetirement articles, free booklets, calculators, and videos we use to help clients learn about income, taxes, insurance, and estate planning at their own pace.
FirstIncomeRetirement News and Articles
Our articles cover timely topics such as tax deadlines, interest-rate changes, and life events that affect your finances. Recent topics include:
- Financial Planning for Newlyweds (or Nearly-Weds)
- Demystifying the Life Insurance Medical Exam
- New Year, New Financial Goals
- How to Protect Your Wealth in 2026
- Four Essentials of Estate Planning
- Holiday Giving That Gives Back: Tax-Smart Charitable Strategies
- Tips For Prepping for the Upcoming Tax Season
- November Rate Watch: How Interest Changes Affect Annuity Decisions
- Veterans Day Financial Benefits Review: Insurance and Tax Strategies
- When’s The Suitable Age to Purchase an Annuity?
Free FirstIncomeRetirement Financial Booklets
These short guides explain common retirement decisions and the mistakes to avoid.
FirstIncomeRetirement Retirement Calculators
Use this quick estimator to see how your savings could grow before retirement and roughly what annual income they might support. Change any number and the result updates instantly.
This calculator is for illustration only. It assumes a constant rate of return and does not account for taxes, fees, or inflation. Actual results will vary. For a personalized projection, contact us.
Retirement Savings Estimator
FirstIncomeRetirement Video Library
Our video library features short, plain-language explanations of retirement topics such as annuities, Social Security timing, required minimum distributions, and long-term care. If there is a subject you would like us to cover, let us know.
Have a question that isn’t answered here? Talk with our team directly.
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