Financial Freedom Library
Featured financial planning, retirement and investing topics

Fall 2022-Winter 2023 Newsletter
The Art of Family Financial Wellness - a quick & shareable guide on what it is, why you should care and how to apply Financial Wellness basics to your own life.

2022 Tax & RMD Reference Guide
At-a-glance guide to Required Minimum Distributions, tax rates, contribution limits and more.

Spring / Summer 2022 Newsletter
The gender wealth gap impacts women of every generation and race and holds women back more than income inequality.

Take Charge of Your 401(k)
Every time you change jobs, you have some choices to make about your old 401(k).

Winter / Spring 2022 Newsletter
4 key money moves financially savvy couples use to stay organized, on track, and confident about the future.

20 Things to Do After a Loved One Passes Away
Most people aren't sure to do after someone dies and the funeral takes place. This list can be indispensable during such a difficult time.

5 Wealth Creation Strategies
This is the report we offer on our radio show, Your Money, Your Purpose to help you get on track for financial success and a secure retirement.

Investor Awareness Guide
Stop the effects of the Investors' Dilemma and the lies that many professionals sell in order to see commissions slide from your pocket to theirs...

IRA Charitable Rollovers
This free guide will help walk you through what an IRA charitable rollover is and the steps you need to take to complete one.

Family Inventory Workbook
Organize your financial, health, and legal documents with the Family Inventory Workbook.

Double the Impact of Your Retirement Account
Potentially double the value of your retirement account (i.e. an IRA, 401(k), 403(b), etc.)

Which Type Of Life Insurance Is Right For
Insurance can be difficult to understand, but here are a few facts to make it easier.

7 Things You Should Know About Beneficiaries
Learn simple do's and don'ts you may not have thought of.

10 Questions to Ask Aging Parents
Important questions to ask your parents so you can prepare for the future.

Life Insurance as a Retirement Planning Tool
The benefits of building life insurance into a retirement strategy.

Grats and Gruts
Transfer assets to the next generation at a reduced gift tax value. pdf

Business Succession Transition Planning
If you own a business, death or disability can jeopardize a lifetime of hard work. See potential solutions for an orderly transfer of your company.

Go for Your Dreams: Clear the 6 Most Daunting Hurdles
Most people aren’t aware of the true wealth they have and the opportunities it brings.

Document Retention Times Guideline
ow long should you keep your records? Learn suggested retention periods for common records.

5 Mistakes to Avoid When Giving to Charity
Are you currently giving in the most efficient and beneficial way?

Save Taxes by Bunching Charitable Donations
Several tax reforms in the December 2017 Tax Cuts and Jobs Act impact individual tax filers. Three of the most critical are:

Awaken Your Dreams
It takes courage to live your life. Not just to get up every day and go through the motions, but to truly live your life.

The 3 Dimensions of Wealth
Skillfully blending the three dimensions of your wealth--financial, personal, and social allows you to build a living legacy of your values, influence, and money.

Spring-Summer Newsletter 2021
Personal finance goals look a little different when you’re in your 20s and 30s.

Autumn 2018 Newsletter
Believe in the kind of life you want and go for it with all your heart.

Winter 2018 Newsletter
When the market is at an all-time high, fears of a looming stock market crash begin to take over the media. But what’s most important is...

Rediscovering the American Dream
We’re committed to helping you achieve financial success, and in turn creating or revisiting your own American Dream...