Since we are passionate about the solutions we provide our clients, we want the world to know about their benefits! That’s why we provide everyone, not just our clients, the opportunity to learn about safe-money strategies and the opportunities these products provide.

  • Resources & Links

    A mature investor does their own research. However, that doesn’t mean we can’t provide you with some of the tools. Senior Financial Resources, Inc. wants you to learn about the world around you, and how it interacts with your retirement savings.

    Here are links to some of the pages that we read daily that are full of information on finance, the economy, politics, world affairs, and retirement planning. We highly recommend you incorporate them into your day as well.

    • For the most up-to-the-minute summary of economic and market news, articles, and connecting links to a wide variety of web publications, nothing beats MarketWatch.
    • Click on “Markets” then on “Major Indexes” to track the advances and declines in any of the dozens of stock market indices around the world. In addition, click on “Historical Quotes,” type in “SPX” in the “Enter Symbol” box, and type in your Index Annuity contract inception date to see how well you’ve done since you got into it — as compared to what the markets have done during the same period.
    • To keep up with the pulse of the industry, recent news, articles, comparisons, and articulate and informed rebuttals on the media’s tired, old negativity on annuities, no one beats Wink’s founder, Sheryl J. Moore. She is the “walking encyclopedia” of the annuity industry.
    • Read the Trustee’s latest report on the solvency of Social Security benefits. It’s not uplifting reading, but it is information anyone in or near retirement should read.
    • For a sobering look at our National Debt and many other fiscal, tax, and budgetary categories and statistics, nothing beats the visuals created by this site! Note the “Debt per Citizen” figures and that the total cost of federal, state, and local government, divided into our GDP, comes to about 44 percent. That means that the government consumes nearly half of our annual production as a nation, whether you pay taxes or not!
    • For an excellent source of opinion, news, analysis, videos and the latest polling data, visit RealClearPolitics.
    • Download forms and type in your questions at the Treasury’s Internal Revenue site.