As independent, fee-only advisors who specialize in helping people plan for and enjoy their retirement, we know the keys to a secure and comfortable retirement.

We also know that education is empowering, which is why we wrote this eBook. It covers all of the important aspects of ensuring a comfortable and secure retirement, and includes answers to many of the most common questions retirees have.

In this eBook, we discuss:

• Planning for What You’ll Spend in Retirement
• Risk Management and Insurance During Retirement
• Income and Tax Planning
• How to Manage Your Investments in Retirement
• Estate Planning
• Charitable Giving in Retirement