123 Easy Guideposts
Through the years we have fielded thousands of client questions. We turned the best answers into these free guides so you can navigate retirement with confidence.
Health Insurance Planning
Free GuideDental Planning Part 1
Understanding dental coverage options in retirement, including what Medicare does and does not cover, and how to fill the gaps.
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Free GuideDental Planning Part 2
Advanced dental planning strategies, including standalone dental plans, discount programs, and how to budget for dental care in retirement.
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Free GuideFaith-Based Healthcare
An overview of faith-based healthcare sharing ministries, how they compare to traditional insurance, and whether they may be right for you.
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Free GuideLeaving Group Coverage
What to know when transitioning from employer group health insurance to individual or Medicare coverage. Timing, options, and common mistakes to avoid.
Download Guide (PDF)Retirement Income Planning
Free GuideRequired Minimum Distributions (RMDs)
What you need to know about RMDs: when they start, how they are calculated, and strategies to minimize the tax impact on your retirement savings.
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Updated 2026Tax Facts 2026
Current year tax brackets, standard deductions, contribution limits, and all the key numbers you need for retirement tax planning.
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Free GuideRetirement Planning Facts (Tax Year 2025)
Key retirement planning numbers including IRA limits, Social Security thresholds, and contribution caps for the 2025 tax year.
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Free GuidePlanning Changes Before Retirement
The financial moves you should consider making in the years leading up to retirement, from catch-up contributions to healthcare bridge planning.
Download Guide (PDF)Long-Term Care Planning
Special ReportLTC Planning Special Report
A comprehensive look at long-term care costs, who needs coverage, the different types of LTC insurance, and strategies to protect your assets without breaking the bank.
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Free GuideUnderstanding Long-Term Care
The basics of long-term care: what it is, what it costs, who pays for it, and why most people are not as prepared as they think.
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Free Guide9 Ways to Save on Long-Term Care
Practical strategies to reduce long-term care costs, from hybrid insurance products to home care alternatives and asset protection techniques.
Download Guide (PDF)Life and Legacy Planning
Free GuideBucket List Planning
How to plan and fund the experiences that matter most to you in retirement, from travel to hobbies to giving back, without jeopardizing your financial security.
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Most RequestedBefore Death Do Us Part
Our most-requested guidepost. A comprehensive checklist of everything you need to have in order for your family, from accounts and passwords to legal documents and final wishes.
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Free GuideUnderstanding Life Insurance
Term vs. permanent, how much coverage you need, and when life insurance should be part of your retirement and legacy plan.
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Free GuideUnderstanding Revocable Trusts
What a revocable trust is, how it helps you avoid probate, protect your privacy, and maintain control of your assets during your lifetime and beyond.
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