Whether you need some information on social security, tax strategies, or general retirement knowledge, we have it! Simply find which guide best fits your needs, fill out your information and we will mail you a copy. That’s right we will mail you a hard copy of each guide that you choose!

This is our most popular guide! It covers changes in healthcare and housing in retirement and how to plan for long-term care. It talks about social security benefits and how to plan for inflation. Tax in retirement can be very daunting but distribution strategies can help alleviate some of that pain. This guide goes over a few distribution strategies that may help your tax bill. Request your free copy today!

Building a strong, flexible, renewable and sustainable financial portfolio is a lot like building a weather-resistant home. The overall strength of a house is dependent on how well its components- the walls, floors, roof, and foundation- work together as a singular unit. Request your free copy today!

The biggest story in Social Security today concerns the large number of baby boomers set to retire over the next 20 years and the relatively smaller younger generations feeding Social Security payroll taxes into the system. Adding additional stress to the system is the reality that, on average, today’s seniors are living longer than any previous generation. While that’s good news it presents challenges to the Social Security system. Request your free copy today!

Retirees can be affected by a variety of taxes- state income taxes, estate taxes and Social Security taxes, to name a few. But the most common tax-the ones that all retirees will deal with- is the federal income tax. For this reason, we’ll focus primarily on the federal income tax and its effect on individuals planning for retirement but be aware that all potential taxes need to be understood and planned for by those who hope to have a financially comfortable retirement Request your free copy today!