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 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.
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, the psychological transition can be difficult.
This 5 step guide will help you navigate the financial transition into retirement. By creating a customized retirement income plan you'll be well on your way to a secure, fulfilling retirement.
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 the Above the Canopy Retirement Readiness Checklist.
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.
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.
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.
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.
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.