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It's our pleasure to share this valuable library with you. Simply choose which type of information you're looking for. If you need help finding quick answers to your retirement needs, please call us.

dave anthony

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VIDEOS

On-demand videos to help you make sense of the intricate retirement puzzle.

free guide

FREE

GUIDES

Get in-depth information and key insights into the top retirement issues of our day.

free guide

WHITEPAPERS

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Concise information on key retirement issues that are often-times overlooked.

Learn about the three biggest financial mistakes that baby boomers make that will cost you over $1,000,000 and what you can do to fix it.

Stop guessing, and going off of projections. Rely on science and facts to maximize returns in any market condition.

Videos

retirement couple

financial crisis

library meeting

This 2018 seminar provides a wealth of information on the new tax laws and how to maximize your retirement income by reducing or eliminating your tax burden.

BE JERRY, NOT JACK. PROSPER IN ALL MARKET CONDITIONS

ADVANCED TAX PLANNING STRATEGIES IN RETIREMENT

3 BIGGEST FINANCIAL MISTAKES THAT COST RETIREES MILLIONS

VIDEOS

Free guide

Retirement income

VALUE OF AN OBJECTIVE OPINION

ROADMAP TO RETIREMENT INCOME - THE ROLE ANNUITIES CAN PLAY

A thorough list of things to consider when seeking professional help with your retirement planning.

Is an annuity right for you? Learn how an annuity can address inflation, lifespan, and market volatility concerns.

A comprehensive list of things you need to consider when mapping out your retirement income plan.

Tax planning can make or break any retirement plan. Manage your tax liabilities correctly.

GUIDES

Free guide

Four buckets

RETIREMENT INCOME PLANNING CHECKLIST

FOUR BUCKETS: DO YOU KNOW WHERE YOUR TAX LIABILITIES FALL?

Guides

WHITEPAPERS

Free guide

free guide

top ten things to consider when preparing for retirement

4 common misconceptions abour retirement strategies

NAVIGATING THE ROAD TO RETIREMENT

THE RETIREMENT PLAYBOOK LESSONS FROM RETIREMENT ALL-STARS

TOP 10 THINGS TO CONSIDER WHEN PREPARING FOR RETIREMENT

4 COMMON MISCONCEPTIONS ABOUT RETIREMENT STRATEGIES DISPELLED

Get help navigating the various road blocks and obstacles lining the path to retirement.

Do retirement right. Learn what retirement all-stars have in common. Take note of these 9 tips.

To say there are a lot of things to consider when planning for your financial future is an understatement.

We've identified four common misconceptions that keep people from bolstering their financial futures.

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