Free Reports

Free Reports

Essential resources for your journey toward financial freedom

6 Sources of Retirement Income

Running out of money is one of the top fears facing retirees today. Many worry retirement will mean watching the nest egg they’ve worked so hard to build slowly dwindle away.

In this newly-revised edition of our most popular free report, "6 Sources of Retirement Income," you’ll discover six smart strategies we believe you can begin to use today to replace your income in retirement. Even if you’re relatively confident that the amount you’ve saved will go the distance, you may still discover a few sources of income you haven't tapped into yet.

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9 Savvy Tax Moves for Retirement

Taxes aren’t just a hassle and a headache – they can take a sizable bite out of your long-term wealth. The more money you earn and grow throughout your lifetime, the higher the cost, and the more complicated your tax situation may become.

So here’s the question on so many minds: How do I keep more of my hard-earned money!?

In our comprehensive guide, you’ll discover 9 savvy moves that could lower your tax bill in retirement. We lay out practical, actionable strategies you can put into practice right away and help you understand your options – so you can better prepare for retirement, live the retired life you’ve always dreamed about, and design a legacy you feel proud of.

Discover how to plan for a tax-efficient retirement and the actions you can take today to keep more of the money YOU’VE earned.

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8 Wealth Planning Strategies to Consider Before Year End

In this valuable planning guide, we try and help you potentially take advantage of some of the tips and strategies we recommend to our clients year after year.

You'll find topics ranging from how to potentially lower your tax burden in a higher-income year, whether or now converting your IRA to a Roth make sense for presently, to what strategies can help potentially make the most of your retirement accounts’ Required Minimum Distributions.

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Winning in Retirement

This popular report will walk you through the process of identifying what’s most important to you - a research-backed process we call The Prosperity Trifecta - AND describe some options for crafting a retirement plan around your priorities.

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Funding Your Future

Funding Your Future - The Retirement Account That's Right for Your 20s, 40s, and 60s

“What type of retirement account will help me save the most money?”

This is the million dollar question—whether you’re 28, 42, or 55.

The sheer number and variety of retirement savings and investment account options can be overwhelming. In this new report, you’ll get the details on several retirement account options, how each works, and how to evaluate which ones may be right for you right now.

Plus, we’ve included an easy-reference comparison chart, helpful examples to illustrate the differences in general tax considerations, important info about contributions, and more!

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What's the "Why" Behind Your Wealth? – Creating a Family Missions Statement

“What does "real wealth" mean to you?”

People don’t always deeply contemplate the answer. But when individuals consciously think about wealth, they realize it goes beyond the amount in their bank account or the number of possessions they own. Instead, many discover that the intention behind having wealth is about fulfilling a mission—achieving a goal or objective. It's about comparing the life they're currently living to the one they really want.

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