Books & Guides

Knowledge is Power

To help you make the best decisions with your money, I’ve put together a library of educational books and guides designed to help you along the way. When one interests you, simply click “Learn More” and find out how you can receive a copy.

The SALLO Strategy for Small Business Owners

An astonishing simple and powerful investment strategy to invest in the stock market while simultaneously protecting your business and having CASH available to take advantage of opportunities.

Comfort Investing

How you can invest and beat the stock market over the long-term EVEN IF YOU you don’t know a thing about investing! This is strategy the multi-billion dollar investment industry doesn’t want you to know about because there is absolutely NO money in it for them.

Why the Stock Market?

This book will have you questioning everything you believe in when it comes to investing in the stock market. What else could an investor do to give themselves more control and confidence with their money while decreasing risk and increasing long-term returns?

Overcome Social Security Confusion

Are you afraid “they” might take away your Social Security while you are in the middle of retirement? The media talks about the possibility constantly. Maybe you are being manipulated and it is time to get an understanding of what might be going on so that you don’t make a decision that costs you hundreds of thousands…

Retire Smart : A Simple Guide to Retirement

What does it take to have a successful retirement? This quick read will give you some important insight to help you make the right moves to make it happen…

How to Maximize Your Social Security Benefits

We want you to make the best decisions when it comes to the Social Security benefits you are entitled to. What are some of the consideration you need to consider in order to maximize this tax-advantaged, inflation hedging income that will last your entire life…

For Those Who Want to Prosper & Thrive in Retirement

Basically, you are on the wrong website if this book isn’t appealing to you…

The Best Way to Buy, Sell, or Replace Your Life Insurance

Life insurance is unlike other insurances. It is the only type of coverage where the insurance company knows they will pay a claim if it is held long enough. How do you use this to your advantage…

Six Best and Worst IRA Rollover Decisions

Just a few of the mistakes we have seen people make when rolling over their retirement plans. Learn from the mistakes of others saving yourself money and headache…

Annuity Owner Mistakes

Annuities are insurance contracts that provide benefits investments do not. This guide provides tip you should know before you buy, surrender or replace an annuity contract…

Six Strategies to Help Retirees Reduce Taxes and Preserve Their Assets

We have 100’s of strategies to help reduce taxes and preserve assets. Here are six strategies that you can implement right away to keep Uncle Sam out of your pocket…

CD Shopper’s Guide

A Certificate of Deposit (CD) is a bank product that can protect your principal and produce interest income. What are some of the considerations you will want to consider before handing your money over to a bank?

The Secret to Long-Term Care Planning

The 100% guaranteed real secret to figuring out a long-term care plan for yourself so you’re confident and able to stop worrying about this important concern and focus on enjoying retirement.