Empower and educate yourself with our library of downloadable guides.
Your Retirement Resources
Browse our complimentary collection of retirement resources that answer financial questions you and other retirees may have.
Informational Guides
The Greatest Gift Outline Your Wishes With an Estate Plan
Give your loved ones the greatest gift! Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning, including:
Areas that your will should address (and who should write it)
The two types of trusts — and ways they can help reduce the chance of a family conflict
A checklist to help you select the right person to carry out your wishes
Unlock Your Tax Savings How the New Tax Law May Open Up Opportunities for Retirement and Estate Planning Strategies
This 12-page guide shares how new legislation may impact you, starting as early as the 2025 tax year. Among the provisions explored in this guide are:
Increased standard deductions for additional tax savings
“Senior Bonus” deductions to offset taxes paid on Social Security benefits
Increased estate tax exemptions, creating significant savings for heirs
What, When, Who, How? The Social Security Decisions
Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:
Ways to optimize Social Security for your situation
Why timing is so important when it comes to your benefits
Ways to supplement your Social Security income
Helping to Guard Your Golden Years Ways to Help Preserve Your Retirement in a Shifting Economy
Focused on the potential impacts of falling interest rates on your retirement income plan, this guide explores the options of extending durations, laddering and maintaining a balanced portfolio, as well as examining additional considerations such as refinancing opportunities, delaying Social Security benefits and estate planning options.
6 Keys to a Happy Retirement
You get an extra 2,000 hours a year during retirement. What will you do with them? Download this guide to learn six ways you can spend your time to help cultivate a happy, well-lived retirement. Learn:
How lacking one simple thing could make you twice as likely to die
The importance of keeping your brain alert
Why some people go back to work
5 Simple Steps to Choosing the Medicare Supplement Plan for You
Deciding which Medicare Supplement insurance plan is best for you can be confusing. Make sense of Medicare with this simplified guide, which will help you:
Understand Medicare basics, without the jargon
Weigh your options — because you do have options
Feel confident in choosing a Medicare Supplement plan
Read Our Book
Have You Ever Been Bitten by an Elephant? The Definitive Guide for Retiring Well
We know you have questions, and we want to help empower you to make the most suitable decisions for your financial future. In his book, David takes you on a journey through the triumphs of smart and solid planning and guides you past the most common pitfalls that derail so many retirees.
