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Download our free eBooks and Guides on retirement-related topics.

2025 Tax Planning Guide

The 2025 Tax Planning Guide offers tax filing tips for 2024 and strategies to reduce your tax burden in 2025.
Avoid the family feud inheritance nightmare

Avoid The Family Feud & Inheritance Nightmares

This eBook aims to help you avoid family conflict over inheritance through smart estate planning by providing strategies and highlighting the potential consequences of not having a plan.

Don't let the Market Crash your dreams

Don't Let The Market Crash Your Dreams

This eBook explores the Bucket Strategy, a method to organize and protect your retirement savings from market downturns.

How SECURE Act 2.0 Shapes Your Retirement

How SECURE Act 2.0 Shapes Your Retirement Income and Estate Planning

This ebook explains how the SECURE Act 2.0 impacts your retirement income and estate planning strategies.

Navigating Market Swings

Navigating Market Swings

This eBook offers advice on navigating market swings and making sound investment decisions during periods of volatility.

Navigating Your 401(k) to Retirement Success

Navigating Your 401(k) to Retirement Success

This eBook aims to guide you on maximizing your 401(k) for a smooth and secure retirement journey.

Over 50? Financial Insight & Preparedness

Over 50? Financial Insight & Preparedness

This ebook offers financial guidance for people over 50, helping them navigate key birthdays and prepare for retirement.

Retirement Relocation Success

Retirement Relocation Success

This eBook is a guide for retirees who are considering relocating to a new destination. In particular, it helps retirees choose the perfect retirement location and provides tips for a smooth transition.

Retiring In The Next Three Years?

Retiring In The Next Three Years?

This eBook is targeted at people who plan to retire in the next three years and offers case studies to demonstrate the importance of comprehensive retirement planning.

Roth IRAs- A Strategic Guide for Optimal Retirement Savings

Roth IRAs- A Strategic Guide for Optimal Retirement Savings

This ebook aims to be a comprehensive guide to Roth IRAs, explaining their benefits, eligibility, investment strategies, and how to get the most out of them for retirement savings.
The Empowered Woman's Roadmap

The Empowered Woman's Roadmap

This eBook is a guide for women on achieving financial independence and retirement planning. It addresses challenges specific to women and offers strategies for overcoming them.
The Ultimate Guide to Retirement Planning

The Ultimate Guide to Retirement Planning for Healthcare Professionals

This eBook offers guidance on financial planning and retirement strategies specifically tailored for healthcare professionals.

High-Net-Worth Investor Edition

High-Net-Worth Investor Edition

This eBook, part of the Your Financial Compass Series, guides high-net-worth investors through the retirement planning process by emphasizing fundamental principles and a risk-appropriate approach.
The Basics of Annuities

The Basics of Annuities

This eBook serves as a compass pointing readers toward financial literacy and informed decision-making about annuities in their retirement planning.
The Basics of Retirement Investing

The Basics of Retirement Investing

This e-book aims to guide readers through the complexities of retirement planning using timeless principles and strategies for a confident financial future.

Live the life you have always imagined.

You do not have to navigate retirement alone. Let us be your guides through every phase of your financial journey.