FREE REPORTS BY THE OUTLOOK FINANCIAL GROUP TEAM

"Planning on Your Terms"

You may be approaching retirement and wondering how you can make your money last. You may have ridden the ups and downs of the financial markets over the past 10 years and can't afford to put your nest egg at risk.

And, you may be searching for a sound approach to today's retirement planning and investing challenges. But finding the information needed to begin the process is sometimes hard.

That's why the team at Outlook Financial Group will be sharing a number of reports and papers to help you get started.  Please feel free to request any or all of them, and check back for new ones.  


Choosing A Financial Advisor

Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical investment and planning decisions, and the quality of his or her advice could heavily influence your long-term financial success.

review some of the issues you should consider in selecting a financial advisor to work with you.


6 Important Financial Strategies For Your 20's and 30's

Personal finance and investing is an enormous field that provides many options. We wrote this guide to help individuals in their 20’s and 30’s navigate the world of investing and personal finance and to help them start thinking seriously about their financial future.

Retirement for Gen Y and Gen X investors is going to look very different than that of Baby Boomers. Here are six powerful moves that will help jump start your financial future.


Women and Investing

Where men once dominated financial affairs, the growing presence of women in the workplace and as heads of household is introducing a paradigm shift. Women are rapidly becoming a force to be reckoned with as they take increasing responsibility for their long-term goals and financial health.

This guide was developed as a resource for women who are seeking guidance on how to take control of their financial lives


Preparing For A Satisfying Retirement

Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan. We created this special report to help you make the most of your saving and investing opportunities and help improve your prospects for a comfortable retirement.

Strategies to Help Get the Most Out of Your 401(k) Retirement Plan


401(K) ACTION STEPS TO TAKE NOW IN ORDER TO TAKE CHARGE OF YOUR FINANCIAL LIFE

Have you ever switched jobs?  Research shows the average American employee switches jobs 11 times before retiring. Job changes means many Americans have old 401(k) plans that may not be allocated properly to help to prepare them for retirement. 

Every time you change jobs, you need to make some choices about what to do with your old 401(k) so that it keeps up with your financial needs


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