Complimentary Retirement Resources
Two books. One tax-first framework.
Retirement decisions are connected. Your plan should be, too.
Explore the Retire Ready Roadmap™ Book Set: two books and Is Your Advisor Ready For Your Retirement, a resource covering seven mistakes that can leave retirement planning disconnected.
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Inside the Book Set
The decisions that determine retirement income deserve more than a portfolio review.
01
The Retire Ready Roadmap™
A plan-first framework for retirement decisions involving income, taxes, healthcare, investments, and legacy.
02
Tax-Proof Your Retirement
Nine retirement tax surprises worth understanding before major income and withdrawal decisions are made.
03
Is Your Advisor Ready For Your Retirement
Seven mistakes that can leave important retirement planning decisions disconnected from one another.
Built for the decisions ahead
You saved in 401(k)s and IRAs. The next decisions can affect far more than investments.
This Book Set is built for married couples approaching retirement who want to examine how income, taxes, Medicare, investments, and legacy choices may work together.