Learn · Free PDF guides
Guides that take on one decision at a time
Each PDF is short enough to finish with a coffee and specific enough to act on. Enter your email and the guide is available to download right away — a copy is emailed to you as well.
Learn · Free PDF guides
Each PDF is short enough to finish with a coffee and specific enough to act on. Enter your email and the guide is available to download right away — a copy is emailed to you as well.
6 guides
Retirement accounts · Free PDF · 8 pages
What to do with an old employer plan — your four options, compared calmly.
Get the guide →Social Security · Free PDF · 8 pages
The claiming-age decision, explained with the rules and the trade-offs.
Get the guide →Taxes · Free PDF · 8 pages
Filling brackets, dodging cliffs, and deciding whether conversions fit your plan.
Get the guide →Retirement income · Free PDF · 8 pages
Turn a pile of accounts into a monthly paycheck — one step at a time.
Get the guide →Medicare · Free PDF · 8 pages
Parts, premiums, enrollment windows, and the income cliffs that raise them.
Get the guide →Lifestyle planning · Free PDF · 8 pages
The twelve-month runway: money moves, paperwork, and the parts nobody mentions.
Get the guide →