Free Resources

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The Free Market Investor Series

In this series, you will learn what few Wall Street brokers will tell you: If you are relying on selective stock picking or market timing to achieve you investment goals, then you’re relying not on skill, but luck.



2015-Issues-eCoverTop Retirement Planning Issues

As you plan for your retirement, it’s important to look back at the trends and changing legislation to assist in making decisions going forward. There are five areas to keep a close eye on as you navigate your retirement planning.



SS-Strategies-eCover-stand-upMaximize Your Social Security Benefits

Social Security benefits are an over looked component of retirement planning. Unlike other retirement savings vehicles, many Americans expect that Social Security benefits will just be there for them.



4-Blue---150The Truth about Taxes and Retirement

In this four part series, “The Truth About Taxes & Retirement,” we’ll address some of the most commonly overlooked tax traps that retirees fall into in their golden years.



4-Blue---150Ensuring Your Estate Plan is in Order

In this five part series, “Ensuring Your Estate Plan is in Order,” we’ll be unpacking some of the most commonly asked questions about this complex area of retirement planning.



4-Blue---150Balancing Risk in Retirement

In this three part series we’ll look at the keys to balancing risk in retirement.  Many retirees today are placing their entire life savings at risk, and the sad truth is, most have no idea!



4-Blue---150Five Big Threats to a Secure Retirement

In this seven part series, “5 Big Threats To A Secure Retirement,” we’ll examine the most significant issues retirees are facing today, and explore them in detail.



4-Blue---150Preparing For Income to Last a Lifetime

In this seven part series, “Preparing For Income to Last a Lifetime,” we’ll look at the most common problems retirees face when it comes to making their money last throughout retirement.