Learn More About Retirement

Free Resources

Resources and Information For You

These free resources are provided to help you to understand and organize what you can do to be successful in retirement.

In this Resource Library, you will find tool kits, articles, worksheets, recorded seminars, guides, and calculators that you can use to help you plan your retirement. As always, if you ever need help or have questions, please don’t hesitate to schedule a free visit with a planner to help answer your questions.

Resource Bundles

Retirement Essential Toolkit

What You Will Learn:
  • How to transform your worries of retirement into confidence
  • Ways to discover the weak points in your retirement plan
  • How small tweaks to your retirement plan can make a difference

    Taxes In Retirement

    What You Will Learn:
    • Learn how Capital Gains, Pensions, 401Ks, Roths, IRAs, and Social Security are taxed differently
    • Discover how Medicare, IRMAA, and Long-Term Care could drastically impact your tax strategy.
    • Understand the importance of estate planning, including taxes for your beneficiaries, gifting, and Qualified Charitable Distributions

      Trust & Estate Planning

      What You Will Learn:
      • The Importance of a “Will”
      • Community Property States
      • Different Types of Trusts
      • Will vs Trusts?
      • Steps to Planning Out Your Estate

      Medicare & Social

      Security Information 

      What This Includes:
      • 5 Steps To Choosing The Right Medicare Supplement Plan (Guide)
      • Medicare Coverage Choices (Guide)
      • Medicare Options and Costs (Guide)
      • 4 Critical Social Security Facts (Guide)
      • 9 Social Security Facts You Probably Didn’t Know (Guide)
      • 2023 Social Security Decisions Booklet White Paper (Guide)

        Seminar and Webinar Recordings

        Sustainable Income In Retirement

        Seminar Recording

        Taxes In Retirement

        Seminar Recording

        Taxes In Retirement

        Webinar Recording

        Retirement Calculators


        Providing for family, spending time with grandkids, traveling. You shouldn’t be wasting your golden years worrying about electric bills or the balance of your checking account. We’ve helped hundreds of people retire confidently and we can’t wait to do the same for you.

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