Our Complimentary Guides

Estate planning is a function of preparing for the inevitabilities of life. People get sick or hurt, and you need a plan in place to determine what kind of medical care you’ll receive if this happens to you. People become incapacitated, unable to make important decisions on their own, or unable to live independently. And, of course, people die. Estate planning helps to protect your family and your assets in any of these unfortunate situations.

Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Maximizing Your Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.

We believe it’s important that you look to employ tax diversity in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax “bucket” to help minimize your overall tax burden in retirement.

Why is your 59 ½ birthday important? After all, you probably haven’t celebrated a half-birthday since you could count your age on one hand! Well, when you find out the financial opportunities that become available to you at 59 ½, you’ll want to break out the party hats and birthday cake again!

But are you aware of the new opportunities and risks that come with it?

Discover all the key birthdays in retirement and what they could mean for your finances. From “catch-up” contributions at 50 to the significance of Medicare at 65, this guide covers everything you need to know to make informed decisions. Gain valuable insights that will empower you to secure your financial future and enjoy your retirement to the fullest.