“Our Role Is To Educate You”
Your ONE-STOP Retirement resource

These books cover the topics that our retiring clients tell us are of importance to them. I wrote the books to be a complete informational resource. Retirement should be fun, too, so with that in mind, I wrote the books to also be easy, enjoyable and often humorous to read.

Understanding Social Security

Do you take benefits early at 62, wait until full retirement age at 67, or delay until age 70? And what about Spousal Benefits and Surviver Benefits. This 64 page book has the answers.

Medicare, It’s That Time!

Medicare is confusing. There are two types: Original and Medicare Advantage. Which is Best for you? How do you enroll? How do you avoid Medicare penalties? Learn the answers.

Retirement, It’s PlanTime!

Retirement takes financial planning. What is the best way to use your 401K or other retirement savings, along with Social Security benefits to stretch your income out and plan for pitfalls. This 64 page book has key answers.

Please order any books that may be of value to you. Books are typically mailed next day. Allow 10 days for delivery and let us know if your books do not arrive.