Retirement Resources

The Retirement Readiness Guide

Making the most of your retirement requires the knowledge that you won’t outlive your assets or create a financial burden for your remaining loved ones. In this guide, we discuss the 9 steps to become “retirement ready”, how to avoid the most common retirement mistakes, and helpful tips to reduce your financial stress and anxiety.

Download

The Single Woman’s Retirement Planning Guide

Are you looking for comfort, confidence, and clarity as it pertains to their financial future? These “three C’s” can sometimes feel difficult to find and impossible to grasp. In this guide, we discuss the top 7 financial challenges single women face, how to successfully navigate these hurdles, and how to experience comfort, confidence, and clarity about your financial future.

Download

The Financial Advisor Comparison Guide

Have you ever wondered if your current advisor is putting your best interest first? Do you know exactly what you are paying for financial advice? Is your advisor just a salesman or do they operate as a fiduciary? This guide will educate and help you ask the right questions with the goal of making a better decision when comparing and contrasting financial advisors.

Download

State Farm Agent Retirement Guide

Owning an insurance agency results in a unique level of complexity. Because of this, you should be looking for a fiduciary centric team that serves as a “specialist” for State Farm agents and has a deep working knowledge of retirement and your State Farm benefits. In this guide, we will answer the top questions we receive from State Farm agents as it pertains to retirement planning.

Download

Generating Income with Covered Calls

David owned 100 shares in a stock that always seemed to move up slowly in value, but not enough to generate significant gains for his portfolio.

Download

Net Unrealized Appreciation

If you’ve worked for a large publicly traded company, you may find yourself approaching retirement with company stock in your retirement plan...

Download

Social Security 101

Within your retirement plan, Social Security retirement benefits typically are an important asset alongside other investment assets.

Download

11 Tips To Financially Prepare For a Divorce

While a divorce changes your marital status, it does not change who you are or what you are capable of. Your value is...

Download

What Is a Fiduciary?

What is a fiduciary? It is a word that is thrown around a lot. A fiduciary is an advocate for their clients and acts in the best interest of the client at all times.

Download