Contact us today to request a booklet or for more information! Check below for a short description for our most current booklets available to you.
- Roadmap to Retirement Income – The Role Annuities Can Play. Covers various annuity models, insurance coverage, contract structures and the possibilities and changing an older, ineffective annuity to a current model that would work more effectively.
- Four Common Misconceptions – This booklet dispels four common misconceptions about retirement planning.
- The Changing Story of Retirement – Packed with information, this booklet can help individuals in planning for retirement by helping them understand: the factors involved in the decision-making process, work with financial professionals, communicate with family and be flexible both before and during retirement.
- Will You Have Enough? – Answer these six essential questions to help you plan for your retirement income.
- Road to Retirement – How Will You Manage it? Learn to navigate obstacles to help you arrive at your desired retirement destination.
- Retirement Income Planning Checklist – Many variables are involved in creating a retirement income strategy for today’s retirees. What follows are 10 things to consider when working with a financial professional to develop a retirement income strategy.
- Top 10 Things – To Consider When Preparing for Retirement. This quick-start action plan will help individuals in their first steps to preparing for retirement.
- Own Your Retirement – 5 Mistakes to Avoid Making Now. Common mistakes that are overlooked in planning for retirement.
- Retirement Playbook – Lessons from Retirement All-Stars. Nine (9) best practices that should be employed in planning for retirement.
- Tax Strategies – Buckets Create Tax Choices. This booklet is filled with strategies that will help you lower your tax during retirement.
- Social Security Decisions – The What, When, Who and How?