Tools & Resources to use throughout your retirement planning journey

Utilize our helpful guides, whitepapers, and books to provide guidance before and throughout your retirement planning years.

Books

Brent Ford is an Amazon Best Selling Author who provides valuable insights and strategies than can help you throughout your retirement planning journey.

It’s Not Me, It’s You

It’s Not Me, It’s You

There are no guarantees in life. You might die right after you retire, but odds are that you – or your spouse – will live into your 80s and maybe even your 90s. Get your financial plan in place so that you’re ready to proactively deal with whatever life brings you during your golden years. Learn more about retirement risks and gain a better understanding of the value-add an experience fiduciary financial advisor with an evidence-based methodology can provide.
Retirement Mindset: How Mastering Emotions Helps You Master Retirement

Retirement Mindset: How Mastering Emotions Helps You Master Retirement

Making emotional decisions in the years leading up to, and at the beginning of, your retirement years can wreak havoc on a lifetime’s worth of saving and planning. This is especially true when equity and bond markets fluctuate, and uncertain financial news becomes the norm rather than the exception. Whether the next five to ten years give rise to continued market gains or unprecedented losses, a level-headed mindset can be the difference between constant fear and worry and having a retirement that you can’t outlive. By adhering to the principals outlined, you’ll develop that crucial mindset of confidence and tranquility as you navigate the retirement journey ahead.
Bear Market Survival Guide

Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility

White Papers

Our guides can provide valuable insights on how you can plan for your financial future and potentially achieve your retirement income planning goals. 

5 Simple steps to a successful retirement

5 Simple steps to a successful retirement: make your retirement a blockbuster

Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news, there’s always timet to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with a few simple strategies.

How to rock your old 401(k) & avoid surprise tax bills

How to rock your old 401(k) & avoid surprise tax bills

As a taxpayer and saver, you’ve earned the right to see your savings grow in the most tax-efficient manner possible. Your biggest mistake? Doing nothing at all. Let’s write and rewrite until your retirement income is a perfect harmony, allowing you to rock on!