Knowledge is
financial power.
Free tools and guides to help you make informed decisions about your retirement. No registration required to browse.
Digital Booklet Library
Browse our free financial guides. Preview the contents of any booklet, then enter your email to download.
Interest Rates and Your Retirement Income
What Rate Changes Mean for Your Plan
How rising and falling rates reach your savings, bonds, annuities and estate plan, and how to set up income that holds either way. Includes a worksheet for mapping your safe money.
Retirement Readiness Checklist
28 Questions Before You Retire
Can you answer yes to all 28? The checklist covers spending, Social Security, savings, taxes, health care, your estate and your business. Fill it in, then bring it to your first meeting.
Social Security Strategy Guide
When & How to Claim
When to start, how married couples coordinate two benefits, what happens if you keep working, and how your benefits get taxed. Includes a worksheet to fill in before you file.
Medicare 101: The Complete Guide
Parts A, B, C & D: Explained Simply
Medicare is more complicated than it needs to be. This plain-English guide breaks down every part, when to enroll, how to avoid penalties, and how to pick the right supplement plan.
Tax-Smart Retirement Income
Reduce Taxes in Retirement, Legally
This guide covers Roth conversions, RMD strategies, Social Security taxation, and the order to draw from your accounts.
Life Insurance Decoded
What You Actually Need & What You Don't
Life insurance draws a lot of confusion and a lot of bad advice. This guide gives you a simple way to work out what coverage makes sense for you.
Estate Planning Basics
Protect What You've Built
This guide covers the documents every adult should have and the questions worth settling with your family now.
Frequently Asked Questions
When should I start planning for retirement?
Ideally 5–10 years before your target retirement date, but it's never too late to create a solid plan.
How much do I need to retire comfortably?
A good rule of thumb is 25x your desired annual retirement income in savings, so $5,000/mo in income needs ~$1.5M saved.
What's the difference between a fiduciary and a broker?
Brokers follow a best interest obligation under Reg BI, which applies when a recommendation is made. Fiduciary duty applies at all times, across the whole relationship.
How often should I review my retirement plan?
Annually at minimum, and whenever you experience major life changes like a job change, inheritance, health shift, or market swings.
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