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Social Security Guide

In this PDF you’ll get all eight chapters of my online 2021 Ultimate Guide to Social Security Benefits, including how to enroll, how your benefit is determined, the three types of benefits, and more! Click the image to download now!

Medicare Guide

In this PDF you’ll get all thirteen chapters of my online 2021 Ultimate Guide to Medicare Benefits, including how to enroll, the two kinds of Medicare, prescription drug coverage, Medigap plans, Advantage plans, and more! Click the image to download now!

Medicare Supplement Plans Guide

In this PDF you’ll get all nine chapters of my online 2020 Ultimate Guide to Medicare Supplement Plans, including how to shop for plans, plan options and details, choosing a company, and more! Click the image to download now!

Income Planning Guide

In this PDF you’ll get all four chapters of my online Income Planning guide, including how to gather your information, free online planning tools, how to create your own projections, and how to execute your own plan. Click the image to download now!

Hiring an Advisor Guide

In this PDF you’ll get all eight chapters of my online Ultimate Guide to Hiring a Financial Advisor, including the types of advisors, what is a fiduciary, what questions to ask a financial advisor, and more! Click the image to download now!