Free Reports

Jim Ruth's award-winning monthly column, Managing Money, has appeared in Retirement Life and Advisor Today magazines periodically over the last ten years.  He's also been a source for both the local and national media, including the Wall Street Journal, U.S. News & World Report, AP Radio and others, for stories on investments and retirement income planning.

The following is a list of free reports on subjects of interest to Boomers, Seniors or anyone else who's concerned about their retirement.  Just click on the link to view the document.

Social Security Guide

Social Security Solvency

Retirement Income & Expense Guide

5 Bucket Retirement Income Strategy

Immediate Annuity Guide

Wealth & Retirement Website Guide

How Long Will My Nest Egg Last?

Potomac Financial Group Newsletter