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How to Recreate Your Paycheck in Retirement

The retirement planning strategies most people get wrong - and how to get them right

45-minute comprehensive training revealing the retirement income system I've refined over 24 years

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Wednesday Reading List

Sharing the Best of 2022

Our team did a lot to keep you informed and educated about your finances in 2022. Check out the highlights and see if you’re motivated to build any new financial habits for 2023!


Take Your Losses…While You Still Can

On tax loss harvesting and why 2023 is less likely to be a down year than you might imagine.


Use this calculation to find the best used car for your money — plus 10 models that come out on top 

The list of ten probably won’t excite you, but there are great tips in here for used car shopping.


The Best Password Managers to Secure Your Digital Life

Keep your logins locked down with our favorite apps for PC, Mac, Android, iPhone, and web browsers.


Congress just approved 401(k) and IRA changes that affect workers across generations. Here are the key points to know

Some big changes are coming to retirement plans. Here’s a rundown of the top things you need to know to take advantage.


A Year-End Portfolio Review in 7 Easy Steps

Check up on your portfolio’s health—and that of your whole plan—as the year winds down. 


Book Recommendation

The Boys from Biloxi by John Grisham

John Grisham returns to Mississippi with the riveting story of two sons of immigrant families who grow up as friends, but ultimately find themselves on opposite sides of the law. Life itself hangs in the balance in The Boys from Biloxi, a sweeping saga rich with history and with a large cast of unforgettable characters.

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