Download Our Retirement Planning Reports
Our Financial Planning Reports will help guide you through the decision-making process for your Custom Retirement Paycheck Plan, outlining strategies for Social Security, Tax Planning, Investment Basics and Legacy Planning, among many other topics.
Premium Downloads
The following four whitepapers are our most comprehensive and require that you submit a bit of information in order to download.
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.
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.
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.
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.
Identity Theft: Protecting Your Assets in a High-Tech, High-Risk World
Whether you swipe your card in person, fill out your social security number on a government form, mail a check, or make a purchase online, you’re putting your personal Identification information (PII) out into the world. Aside from going completely off the grid, there’s genuinely no way to avoid it.