Free Retirement Guides, Downloads and Whitepapers
Our digital downloads are excellent additional resources that can offer practical insights and methodologies to help you align your financial goals with a well-thought-out plan. We hope you find this information helpful.
2024 Tax Planning Guide
Download your Free 2024 Tax Planning Guide – no email necessary. Explore how tax filing may look different this year and what you can do to prepare.
Whether you’re planning for tax strategy, retirement income, estate, healthcare, wealth management, or more, we’ve got you covered with loads of free resources to help you gain knowledge in your retirement journey!
Guide to Save on Taxes in Retirement
Learn about the four steps you can take to put yourself in a position to save money on taxes in retirement, including steps on: Social Security, Roth IRA, Roth 401K, and more!
Learn about tax-saving strategies!
Retirement Planning Checklist
Retiring successfully is never an accident. And you need to be 100% certain you haven’t overlooked or underestimated anything.
Get your free checklist!
Tax-Efficient Strategies
In today’s economy, you need a tax strategy to navigate the complexities of taxation and maximize opportunities for savings and efficiency in retirement.
Download Your Free Guide!
Guide to Social Security in Retirement
When should you draw benefits? How do spousal benefits work? It’s important to know how Social Security benefits fit into your retirement income plan.
Learn how and when to start collecting.
Maximizing Your Retirement Income
Planning for retirement income starts with a plan for minimizing taxes in retirement — a tricky situation since it’s difficult to know what the future might hold.
Download Your Free Guide
Inflation in Retirement
Are you prepared for rising costs? In this guide, we’ll explore some of the common questions about inflation, including what it is, what causes it and why it can be a good indicator of a healthy economy.
Download Your Free Copy!
Money Enough for Life
Written by Pete Benson and Jon Maxson, Money Enough For Life is the financial roadmap for all ages. Don’t go into retirement without a plan.
Download Your Free Copy!
Estate Strategies
Taking strategic steps to help protect your estate is a key financial choice that could help you maximize your opportunities and manage stress and confusion for your loved ones.
Download Your Free Guide!
Medicare Solutions Guide
When it comes to Medicare, simply understanding the basics can be a challenge. Know your Options and costs for Medicare.
Download Your Free Guide!
Building Tax-Free Income in Retirement
Index Universal Life Insurance offers more than most people might expect. It provides you with income-tax-free death benefit protection for your beneficiaries.
Learn how to diversify your taxes and assets!
Fixed Indexed Annuities: Consider the Alternative
This paper written by Roger Ibbotson focuses on uncapped Fixed Indexed Annuities which, if structured properly, can help control financial market risk, mitigate longevity risk, and may outperform bonds over time.
Download Your Free Copy!
Retirement Questions For Educators
As an educator contemplating the transition from work to retirement, you may have several questions about when and how you can retire. This report addresses common questions and offers strategies to help you prepare for a comfortable retirement.
Download Your Free Copy!
Charitable Giving and Planned Philanthropy
Charitable giving should be a part of everyone’s financial plan. Giving responsibly requires discipline and the ability to determine whether your values reflect the mission of a charity.
Download Your Free Checklist
Recession-Ready Checklist
Your guide to preparing your retirement for a recession. Here are five areas you may need to address to help ensure your retirement plan can withstand a drop in the market.
Download your FREE Checklist!
5 Retirement Mistakes Small-Business Owners Make & Strategies to Address Them
As a business owner, you face unique challenges and opportunities when building a financial future. This special report provides insights on mistakes to avoid and steps to take when building the retirement you desire—while managing your myriad responsibilities.
Download Your Free Guide
GET YOUR FREE ANALYSIS TODAY!
We know how overwhelming retirement planning can be. You deserve to feel secure with your Retirement Plan. Get your FREE Comprehensive Wealth Analysis today!
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FULL SERVICE WEALTH PLANNING
Manage your wealth, healthcare, estate, and taxes all under one roof.
WEALTH
How to build your “financial house”
ESTATE
Learn how your Estate Plan can work together with your retirement plan!
TAX
Understand the most tax efficient strategies in retirement.
HEALTHCARE
We will help guide you through an easy process of selecting a plan to meet your needs.