Resources

The financial world can be overwhelming at times. In order to manage your finances successfully, you'll need to make important decisions on a variety of issues.

To help you tackle some of these items, I've created several educational resources you can access for free.  Just click the links below to download them:


 

The Smart Budget Planner

The first step toward financial independence is getting organized.  Part of getting organized is having a good feel for how much money comes in each month, how much goes out, and where it goes.

The Smart Budget Planner is the same template I use with my clients to help them track these metrics.

 

 Click Here to Download

 


 

The 5 Step Retirement Income Plan

Transitioning into retirement is a challenge.  You'll spend far more time on your personal interests than in a structured work environment.  But as appealing as seeing family and pursuing your other hobbies sounds, drawing the right amount of income at the right time can be difficult.

This guide shares our proven 5 step process for drawing income in retirement.  Following it will help you ensure you'll have enough to live on throughout your retirement - without the risk of spending through your assets too quickly.

 Click Here to Download

 


 

The Retirement Readiness Checklist

 

Starting to think about retirement?  The transition from earning more than you spend to living off your own assets can be daunting.  Make sure you have your bases covered by completing our 12-step Retirement Readiness Checklist.  

 

Click Here to Download

 

 


 

The Definitive Small Business Guide to Retirement Planning

Small business owners are in a unique position when it comes to retirement.  You have the freedom to develop and manage a retirement plan through your business, which is a wonderful opportunity to save money on taxes while building your nest egg.

This guide is a comprehensive, four part manual to help you choose, implement, and operate the best plan for your needs.

 

Click Here to Download

 


 

The Ultimate Annuity Buyer's Guide

 

Annuities can be a great way to protect your portfolio and draw retirement income, but most come in confusing packages and with hidden fees.  In the Ultimate Annuity Buyer's Guide, we cover seven different tips to help you generate more income without risking your nest egg in retirement.

 

Click Here to Download

 


 

Six Secrets to Maximize Your Social Security Benefits

 

If you're eligible to receive social security benefits, you'll have some major choices to make surrounding how you claim them.  This guide covers six strategies you can use to maximize your benefits and claim every dime you've earned throughout your working years.

Click Here to Download

 

 


 

7 Ways to Lose Money With Bonds

 

Bonds are often used as a "ballast" in a portfolio, to help provide steady income and stability.  What many investors don't realize is that bonds do involve some investment risks.  This guide covers what bond investors need to know.

 

Click Here to Download

 


 

Avoiding Mistakes With Long Term Care Insurance

 

You've probably heard the stats.  Over half of us will need long term care at some point in our lives.  And with costs rising over 5% every single year, the question of whether to insure is one everyone will need to answer at some point.  This guide shares what you need to know as you approach the decision yourself, including when to purchase a policy, how to reduce premium costs, and how to avoid mistakes.

Click Here to Download

 


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