White Paper Archives

2025 Newsletters and Resources

Jan 2025 - Ways to Use Simple Lists to Help Set Better Goals & Make Savvy Financial Choices

Jan 2025 - Creating Multigenerational Wealth: Strategies For Each Generation

2024 White Paper Archives

June 2024: Business plan for life (PDF

Blackrock Whitepaper (PDF)

The social security decisions (PDF)

The new rules of Retirement Savings

Roadmap to retirement (PDF)

Roadmap to retirement (PDF)

April 2024: Election Uncertainty Don't let the election rattle your retirement outlook (PDF)

March 2024: Annuities as an Asset Class (PDF)

February 2024: 10 Costly Mistakes Your Financial Advisor Could Be Making (PDF)

January 2024: 6 Secrets to a Happy Retirement (PDF)

2023 White Paper Archives

May 2023: 10 Tips to Help Empower Women Investors (PDF)

April 2023: Tax Strategies for Retirement: Buckets Create Tax Choices (PDF)

February 2023: Fixed Indexed Annuities: Consider the Alternative (PDF)

2022 White Paper Archives

September 2022: A New Look on Life: Life Insurance as an Asset Class (PDF)

August 2022: Will A Recession Rob Your Retirement? Four Things to Check Now (PDF)