Financial Resources

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Educational Guides

Understanding Annuities In The 21st Century
Wondering How to Create Income in Retirement?
It’s What You Keep (Article)
Spending Audit Worksheets (PDF)
Spending Audit Worksheets (Excel)
2024 Tax Summary
Benefits of a Delaware Statutory Trust (DST's)
Understanding Market Corrections
The Greatest Gift: Outline Your Wishes With an Estate Plan
6 Secrets to a Happy Retirement
Understanding Required Minimum Distributions (RMDs)
5 Simple Steps To Choosing The Medicare Supplement Plan For You
Understanding Medicare – Know Your Options And Costs
Will Your Money Last As Long As You Do?
Long-Term Care Brochure
Your Retirement Income Planning Checklist
Are You Paying Too Much in Taxes in Retirement?
What, When, Who, How? The Social Security Decisions
What to do in a Down Market
Navigating Market Volatility: It’s All About Perspective
Wondering How to Create Income in Retirement?
The True Meaning Of Holistic Planning
Roth IRA: 5-Year Clocks & Distribution Ordering Rules

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The Holistic Retirement Planning Revolution

It's more than just a book, it's a guide to planning your successful retirement.

  • Accumulation vs. Decumulation:
    Understand the important differences between both sides of your financial mountain.
  • Use Leverage For More Retirement Income:
    Traditional asset allocation has more risk than newer allocation strategies.
  • Principal Protection Strategies:
    Losing money unknowingly and unnecessary to taxes and volatility is common.


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Reviews From The Experts

From the Author


Retirement planning in the 21st century comes with new challenges as well as new revolutionary opportunities in our rapidly changing world.

Holistic: Characterized by comprehension of the parts of something interconnected and explicable only by reference to the whole world.

Revolution: A dramatic, fundamental, or complete change.

Achieving Gamma: An increase in retirement income resulting from holistic planning.

The purpose of this book is to help you think differently regarding retirement planning, and to help you "unlearn" some of the things you have been taught for decades. The right combination of strategies and good planning can be the difference between a comfortable retirement and financially difficult retirement.