Real Answers About Retirement, Right at Your Fingertips
Learning shouldn’t cost you anything. Browse our complimentary resources, all written in plain English for hardworking people getting close to retirement.
Change How You Think About Spending
Permission to Spend: What to Do When Your Paycheck Stops and Retirement Begins
You spent 40 years saving. Now you deserve to enjoy it. In “Permission to Spend,” Jacob Serfas shares the same straight talk he gives clients every day, so you can stop worrying and start living the retirement you worked so hard for.
Inside, you'll learn:
Why so many good savers freeze up when it’s finally time to spend
How to reliably figure out what you can safely spend each month
How income, taxes, healthcare and legacy all fit together in one plan
Change How You Think About Spending
The Changing Story of Retirement
Prepare for the future by considering the past. Gone are the days of planning retirement solely around a pension and Social Security benefits. Download this 24-page guide to learn more about:
Why spouses should work together for an optimal retirement
The unique challenges women face
How a financial professional can help you make wise decisions
