Your Map to

the Adventure Ahead

Get the tools, insights and know-how to help you stay steady on the trail towards your ideal retirement.

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Will Your Money Last As Long As You Do?

Will Your Money Last as Long as You Do?

Check out this 8-page guide to see why a retirement income analysis is important for your retirement.

  • Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
  • Read how much the average person spends on health care today. (You might be surprised at the number!)
  • Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s future medical needs?
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Are You Paying Too Much in Taxes in Retirement?

Are You Paying Too Much in Taxes in Retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:

  • The different types of retirement accounts
  • Why tax laws are ever-changing
  • Options for tax deductions in retirement
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What, When, Who, How? The Social Security Decisions

Make the Most of Social Security.

Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:

  • How to optimize Social Security for your situation
  • Why timing is so important when it comes to your benefits
  • Ways to supplement your Social Security income
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Checklist Challenge

Take the Checklist Challenge!

This 34-point checklist will help measure your retirement readiness, guiding you through some of the most pressing retirement concerns. You’ll examine:

  • Whether you’re taking on an appropriate level of risk
  • How your assets and liabilities stack up
  • What gaps you may have in your current plan
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Will a Recession Rob Your Retirement? – Four Things to Check Now

Can You Weather a Drop in The Market?

This downloadable guide walks you through four things to check now to help ensure you and your family are prepared — even if the economy takes a dip. What you’ll learn:

  • How to decide how much of your savings should be invested in the market
  • A simple calculation to help determine whether you've saved enough to retire
  • Alternative methods to create income without relying on a volatile stock market
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