Video & Audio Resources

Our vision for retirement is often too small, when it should be a capstone time of enjoyment and fulfillment. Each episode of Len’s podcast explores how different interviewee’s flourish in this season, with reflection on strategic take-aways. Start listening today!

Print Resources

Maximizing Your Variable Annuity

Variable Annuities are complicated financial instruments. However, with knowledge and guidance, you can get greater benefit from your Variable Annuity.  Learn more about optimizing your variable annuity.

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Growth vs Disposition

Identify how you approach money, and how you can grow from considering a differing perspective.
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Pitfalls to Avoid in Retirement Planning

Retirement should be a golden time. Review some top mistakes to avoid as you plan for a retirement where your money goes to work for you!

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Top Financial Concerns of Retirees

Done correctly, financial planning will address all the financial decisions you will need to make throughout your life. Make the most of your finances in retirement, making sure you prepare well now.
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Latter Life Checklist

Latter life planning helps avoid confusion and unneeded pain for your loved ones. Make sure your intentions are carried out and learn more about the areas to consider as you plan ahead.

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7 Ways to Minimize Risk in Retirement

Longer lifespans make it critical to carefully manage risk – even after retirement – to ensure that you have the funds you need to maintain your lifestyle.

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Does My Advisor Get Me?

Your advisor has a job: to work for you. How does your advisor measure up?

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Should I Worry?

Review this list as you consider the ways you may need to plan and prepare so your retirement doesn’t get sabotaged by unexpected events.

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Retirement Savings Strategies

While taxes are a fact of life, the amount you pay is NOT. Having a fixed income doesn’t mean your taxes will be fixed at the same bracket or amount annually. How do you know if you’re paying more than you should?

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Surveys

Does My Advisor Get Me?

In a professional Client/Financial Advisor relationship, the only TRUE important goal—increasing the likelihood you will maximize your financial success. Are you confident in your advisor? MEASURE YOUR RELATIONSHIP HERE

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Retirement Preparedness Assessment

We all want a wonderful, worry-free retirement with enough money to achieve our Life Goals, Hopes and Dreams. Let’s help you consider how prepared you are to make the most of your retirement.

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Annuities Quiz

Tools that are often misunderstood means opportunities that can easily be missed. How well do you understand annuities? Test yourself now!

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