10 Things to Consider in Retirement Income Planning for Ages 35-50
In this ebook, we'll cover 10 helpful tips to consider in retirement income planning if your 35 - 50 years young.
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.
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.
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.
8 Tenets When Picking a Mutual Fund
In this book, we'll discuss the 8 things you should consider when choosing a mutual fund.
9 Things to Consider in Retirement Income Planning for Ages 65+
The Retirekit 65+ e-brochure addresses major client concerns and provides insight into situations you may encounter in retirement.
A Guide to Understanding Your Retirement Needs and Savings Options
Investing for your retirement is more important than ever. In this guide we'll cover strategies to help you plan for a fruitful retirement.
A Look at 401(k) Plan Fees
In this ebook, we'll cover 401k plan fees and other factors that may affect your investment.
Active Vs Passive Investing
In this book, we'll cover how various investing strategies can impact your retirement.
Advanced Estate Planning
This ebrochure will illustrate some estate planning strategies that may be appropriate for individuals who are concerned about minimizing gift and estate taxes.
Berkshire Cash Problem
The ebook covers the Berkshire cash problem.
Business Continuation Planning
This guide will help successfully plan to have your business continue after your retirement.
Cash as an Asset
In this book, we'll discuss the advantages of having a cash reserve.
Chevron - Net Unrealized Appreciation
This ebook provides Chevron Employees with company-specific NUA qualifications and discusses how to determine if NUA makes sense to use.
Choosing a Financial Advisor
In this book, we'll cover important considerations when choosing a financial advisor. We'll also make sure you understand all the options available.
Closing the Retirement Income Gap
In this book, we'll discuss smart investment strategies that can help close the retirement gap.
It’s imperative that you start your child’s college fund as soon as you can. In this guide, we'll cover strategies for saving for college.
Defining Risks in Investing
Why volatility is considered risky, the risk-reward relationship, and how diversification reduces risk.
Determining Cash Flow Need in Retirement
In this book, we'll discuss how much cash flow is typically needed to maintain your current lifestyle.
A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time.
Effects of Inflation
In this book, we'll discuss how inflation impacts investing and our overall purchasing power.
Estate Planning Basics
In this ebook we'll cover the basics of estate planning. Do you know what happens if you die without an estate plan?
Exxon Mobil - Net Unrealized Appreciation
This ebook provides ExxonMobil Employees with company-specific NUA qualifications and discusses how to determine if NUA makes sense to use.
Factors to Consider When Investing
This ebook covers various investing strategies that should be considered during retirement planning.
Financial Planning Basics
In this guide, we'll cover "need to know" financial planning basics.
In this book we'll discuss the emotional effects that PTSD can have on investors and strategies for coping.
How to Maximize Your Social Security Benefits
In this book, we'll cover what social security is and how to maximize your benefits.
How to Survive Financially After a Job Loss
In this ebook we'll cover strategies for staying afloat financially after a job loss.
Introduction to Annuities
In this book, we discuss what annuity is and why you may want to consider investing in one.
This investment basics ebrochure addresses major client concerns and provides insight into situations you may encounter when investing.
IRA Withdrawal (Ready, Set, Retire)
In this ebook we'll discuss IRA distribution strategies that can help you address financial needs in retirement.
Lump-Sum Vs Annuity
In this book we'll evaluate pension and lump sum trade-off consideration factors.
Maintaining Perspective in Volatile Markets
in this book, we'll cover techniques for maintaining the right perspective in volatile markets.
Making an Informed Choice With Your Retirement Assets
What you need to know about your retirement plan distribution
Manage Your Investments During Retirement
This ebook will help you create your long-term plan. It provides guidance on developing a budget for your retirement years and diversifying your portfolio.
Managing Emotions of Investing
This ebook offers tips on how to better manage emotions in all stages of the market cycle.
Market Valuations: Are Current Valuations Sustainable
Mutual Fund Expense Ratios
In this book, we'll discuss how mutual fund expense ratios affect investment returns.
Net Unrealized Appreciation
This ebook discusses how to determine if Net Unrealized Appreciation makes sense for you.
Pension Lump-Sum Payment Windows Are Back
This ebook covers the pension lump-sum windows and explains what that means for businesses.
Planning for Long-Term Care
The need to be prepared is real, and something that you shouldn’t ignore. In this guide, we'll cover planning for long-term care.
Planning for the Stages of Retirement
In this book, we'll discuss investment opportunities at various retirement stages throughout life.
In this ebook, we'll cover some helpful investment strategies that will help lead to a happy retirement.
This retirement basics ebrochure addresses major client concerns and provides insight into situations you may encounter in retirement.
Retirement Income Planning
Planning for retirement income starts with three basic questions. In this guide, we'll cover, what, when, and how long your retirement planning will last.
In this book we'll look at why choosing the right income distribution strategy for your retirement savings is so important today.
Retirement Savings Challenges for Women
When it comes to saving for retirement and planning for retirement income, women face a number of unique challenges.
Retiring From AT&T
This ebook provides employees retiring from AT&T with insight into situations they may encounter in retirement.
Rising Interest Rates
This book, discusses the effects of rising interest rates and what it may mean for your retirement.
Rollover Strategies for 401k
This ebook will help you plan for your retirement with our three-part philosophy on rolling over your 401k.
Roth IRA Conversions
If certain conditions are satisfied, distributions from Roth IRAs are totally free from federal income taxes. In this e-book we'll cover Roth IRA conversions.
Sequence of Returns: Preparing for Bear Markets
In this book we'll cover the sequence of returns and how to be prepared to retire in a bear market.
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.
Special Needs Planning
If your loved one has a disability or special needs, you’re not alone. In this guide, we'll cover the basics of special needs retirement planning.
The 4 Percent Withdrawal Rule
In this book, we discuss the 4 percent rule, and where it originated.
The Roadmap to Retirement
This roadmap introduces topics of conversation that you may want to have with your financial advisor, and legal counsel as you approach certain retirement milestones.
Tips for Preventing Fraud
In this ebook, we'll discuss applicable tips for preventing fraud and fighting cyber-crime.
Understanding Social Security
In this book, we'll discuss social security benefits.
Value Investing Strategy
In this book we'll cover long-term investment opportunities and how to maximize value.
Value Series I: Using the P/E Ratio to Find "Cheap Assets"
In part I of this 4 part value series, we cover the price-to-earnings ratio.
Value Series II: Using the P/CF Ratio to Find Value
In part II of this 4 part value series, we cover the price-to-cash-flow ratio.
Value Series III: Value Investing and Dividends
In part III of this 4 part value series, we cover the dividend yield ratio.
Value Series IV: Using P-B Ratio Creates a Solid Investment Foundation
In part III of this 4 part value series, we cover the valuation process price-to-book ratio.
In this ebook we discuss super-investors, their books, and their proven investment styles.
Value vs. Growth
In this e-book we quickly cover the differences between value and growth investing.
in this ebook we'll answer important questions and cover in-depth Information about variable annuities
Warren Buffet's "90-10" Rule
In this ebook we discuss Warren Buffets 90-10 rule
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.
What to do with an Early Retirement Offer?
Many companies offer employees early retirement packages to encourage them to leave. In this book we address major client concerns encountered in retirement.
Will Your Retirement Retire With You?
In this book, we'll cover retirement options and strategies to make sure your retirement is working for you.
Women and Money
Women's economic clout is significant, and going forward it will likely continue to grow. In this guide we cover techniques for taking control of your financial future.
Your Employer-Sponsored Retirement Savings Plan
We’re here to help you wake up on the first day of retirement with the confidence of knowing you have planned well.