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OUR MOST POPULAR E-BOOKS FOR CORPORATE EMPLOYEES

We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for corporate employees. The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies throughout the United States.

These specially designed guides offer valuable insight into the retirement process. Inside, you'll find specific information that can
help you the important decisions that affect you and your family’s well-being.  


Cash as an Asset In this book we'll discuss the advantages of having a cash reserve. View Details
Determining Cash Flow Need in Retirement In this book we'll discuss how much cash flow is typically needed to maintain your current lifestyle. View Details
What Has Worked in Investing In this book we'll weigh the pros and cons of a value investing strategy versus a growth investing strategy. View Details
Effects of Inflation In this book we'll discuss how inflation impacts investing and our overall purchasing power. View Details
5 Retirement Facts You Probably Didn't Know (But Should) In this book we'll discuss 5 helpful facts about retirement that everyone should know. View Details
Closing the Retirement Income Gap In this book we'll discuss smart investment strategies that can help close the retirement gap. View Details
Planning for the Stages of Retirement In this book we'll discuss investment opportunities at various retirement stages throughout life. View Details
Value Superinvestors In this this e-book we discuss super-investors, their books, and their proven investment styles. View Details
Lump Sum Vs Annuity In this book we'll evaluate pension and lump sum trade-off consideration factors. View Details
Tips for Preventing Fraud In this e-book we'll discuss applicable tips for preventing fraud and fighting cyber-crime. View Details
Net Unrealized Appreciation This E-book provides NUA examples and discusses how to determine if Net Unrealized Appreciation makes sense for you. View Details
Chevron - Net Unrealized Appreciation This E-book provides Chevron Employees with company specific NUA qualifications and discusses how to determine if Net Unrealized Appreciation makes sense to use. View Details
Exxon Mobil - Net Unrealized Appreciation This E-book provides Exxon Mobil Employees with company specific NUA qualifications and discusses how to determine if Net Unrealized Appreciation makes sense to use.. View Details
Value Investing Strategy In this book we'll cover long-term investment opportunities and how to maximize value. View Details
Rollover Strategies for 401k This e-book will help you plan for your retirement with our three-part philosophy on rolling over your 401k. View Details
4 Ways to Cultivate Your Social Security In this book we'll cover 4 ways to help you get the most out of your social security.. View Details
10 things to Consider in Retirement Income Planning for Ages 50-65 In this book we cover 10 important retirement factors such as, benefits, asset allocation, liquidity, and growth. View Details
Social Security Strategies for Divorced Individuals This Social Security for Divorced Individuals e-Brochure addresses major client concerns and provide insight into situations you may encounter in retirement. View Details