Medicare Annual Election Period Ends

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Special AEP Hours:  Monday – Friday 9:00 am – 5:00 pm, closed for lunch from 12:00 – 1:00

Risk Assessment

Risk Assessment

Testing your portfolio to understand how the Risk Score lines up with and affects your retirement is an essential part of the retirement planning process….What’s Your Risk Number?

Asset Allocation

Asset Allocation

How your assets are allocated greatly determine if you “should” be ok in retirement or if you “will” be ok in retirement…LEARN MORE

Safe Strategies

Safe Strategies

There are investment Strategies available that provide a safe way to invest in the market without participating in all of the risk of the market….LEARN MORE

Medicare Planning Couple

Medicare Planning

When it comes to Medicare supplements, Medicare Advantage plans and prescription drug coverage, it’s crucial to know what you’re dealing with….LEARN MORE

Retirement Planning in Cleveland TN

Retirement Planning

We are proud to be a part of a nationwide cooperative that provides opportunities and gudiance to help individuals plan for their future…LEARN MORE

Financial Classes

Classes

Rick and Granger Hughes conduct workshops through both Retirement Wealth Academy and American Retirement Institute…. LEARN MORE

The Retirement Playbook Podcast

This episode discusses The Annual Medicare Enrollment Period, Retirement Planning, Roth Conversions, Taxes, Market Volatility and The Upcoming Election Year

Rick Hughes

Rick Hughes

Could Your Taxes Double Soon?

Nobody wants their taxes to go up. But there are many factors at play that could all cause your taxes to potentially double in the new future. What are they and how can you prepare yourself against them? Click here to read more!

Granger Hughes

Granger Hughes

It’s Not What You Make, But What You Keep, That Counts!

There are many income-related risks for retirees to juggle as they near retirement, and many people often fail to plan for necessary tax adjustments. Luckily, there are several ways to adjust for taxes without sacrificing the growth and protection of your income.