5 Things Your Retirement Plan Must Include to Succeed

Most experts agree these 5 components significantly increase the likelihood of a successful retirement plan and can make the difference between just getting by and enjoying the lifestyle you’ve worked your whole life to achieve. Find out what you should be doing so you won’t run out of money before you run out of life!

Guide to Maximizing Your Social Security Benefits

As you begin to dive deeper into Social Security benefits, it is critical to understand the strategies that may affect you and your family now and in the future. This guide will address each strategy and also prepare you to compile the best plan for you and your family’s future.

Don’t Let Your Investments Take You For a Ride

After a 10-year bull run, it can be easy to forget that the most integral part of investing is looking at the big picture and knowing that your investments are on the right track, suited to your particular needs and phase of life.

Tax Strategies for Retirement

One of the biggest factors that can affect your retirement plan is taxes. This guide presents an in-depth look at the importance of tax optimization as one retirement strategy and dives into the various buckets: taxable, tax deferred, income tax-free and estate taxes. Read on for best practices that have the potential to save you thousands when planning your retirement.

Free Downloads

In addition to the premium downloads above, the following guides contain useful and timely information that can help in planning for your retirement from a multitude of angles.

Life Insurance: Facts, Fictions, and Myths

Life insurance is one of the most misunderstood products in the financial industry. Life insurance policies can provide benefits when we die, and while there are myths about life insurance, it’s important to understand its potential benefits.

Addressing Market Volatility in Today’s World

There are ways to protect against market volatility other than delaying your retirement or keeping your money in your mattress. There are also ways to mitigate risk and take advantage of opportunities, even in volatile times.

Achieving Financial Independence

Reaching financial independence is a pinnacle moment in a person’s life. Here are some actionable tips for achieving financial independence that you can start implementing today.

A Guide to Hidden Fees

Do you know how much you’re paying in 401(k) fees? Or that you’re charged fees in the first place? It’s easy to focus on how investments are doing and how to minimize taxes, only to forget to add up how much of your retirement savings goes towards fees.

Sequence of Returns

Timing is critical in just about everything we do, and in retirement it’s no different. In fact, the argument could be made that timing is even more important in retirement. It can either make or break the goals you’ve worked decades to achieve. So how can timing in the markets, or the “sequence of returns” on a portfolio, affect one’s retirement? The answer may surprise you.

Legacy Planning and Wealth Transfer: Successfully Communicating Your Intentions

The old phrase “communication is key” couldn’t be more accurate when it comes to your wealth transfer and legacy planning process. This guide explores some important questions you might want to consider to help plan your conversation.