What Should You Do With Your Old 401(k) or Employer Plan?

This FREE Guide will help you get crystal clear on which of these 5 options is right for you and the steps you should take next. Inside, you'll discover:

  • The 5 options for handling your old employer plan (and what to do next)
  • The critical steps to avoid a surprise tax bill or accidentally making your account permanently taxable
  • The pros and cons of each strategy to help you make the right choice for you

Is a Brand-Name or an Independent Advisor Best for You?

You've undoubtedly seen the advertising for the big Wall Street firms. You know their names and their brands, and they appear to have experts who can help you. Seems low-risk to hire one, doesn't it? But what's not clear in all the advertising is how their business models really work.

  • Learn about the 'conflicted advice' coming from these firms that costs Americans an estimated $17 billion each year.
  • Learn why their business models may benefit their shareholders, but may be detrimental to you.
  • Understand the key differences between independent advisors and those who work for these big brand-name brokers.

The 3 Pillars of Successful Retirement Plans

This FREE Guide will help you get crystal clear on which of these 5 options is right for you and the steps you should take next. Inside, you'll discover:

  • Learn the 24 critical questions you need to ask yourself.
  • Uncover commonly overlooked "blind spots" from your current retirement plans.
  • Discover the steps you need to take during the years leading up to your work-free life!

The Simple 3 Step
Medicare Guide

Age 60+? Did You Know That Healthcare Is Likely Your Biggest Unknown Expense in Retirement?

This Simple 3-Step Medicare Guide Could Save You Thousands in Surprise Medical Bills or Penalties

  • When do you need to enroll in Medicare?
  • Already enrolled? Could you save money with a different plan?
  • Do you need Medigap coverage (or is it a waste of money)?

Download the What's Your Investing Personality? Quiz

It's just 7 questions and can help you take the first steps toward a stronger financial future.

  • Do you act on your friends' stock tips?
  • Do you worry about taking risks with your long-term savings?
  • Do you worry about what's in the headlines each day?

Each of these traits helps define your investing personality.

The Physician's Guide to Optimizing the 5 Critical Elements of Your Financial Strategy

How to navigate and balance the complexities of your unique financial landscape as a high-earning medical professional.

  • How to leverage the Tax Cuts and Jobs Act to potentially lower your taxes
  • How to optimize your investment strategy and balance your debt-to-income ratio
  • How to balance lifestyle, retirement planning, and asset protection

Have You Given Yourself the Green Light to Retire?

Ready to transform financial overwhelm into confidence and clarity when it comes to your retirement income and spending?

5 Simple Exercises to Go From "Red" to "Green"

  • The 5 easy-to-follow exercises
  • The self-assessment survey to give yourself the "green light" to retire
  • The methodical (and simple) path to a retirement income plan