Client Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Contents Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. Social Security: Five Facts You Need to Know Here are five facts about Social Security that are important to keep in mind. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.