Free Guides
Free PDF Guide
The 8 Social Security Mistakes That Cost Retirees Thousands
2026 SSA figures. Claiming strategy, survivor benefit, taxation, IRMAA interaction, and the 8 costliest errors — with fixes for each. 6 pages.
Free PDF Guide
The Medicare Decisions Most Retirees Get Wrong
2026 CMS official figures. Parts A–D, Medigap Plan G, HMO vs. PPO, IRMAA brackets, and the 7 costliest mistakes. 6 pages.
Free Calculators
2026 Tax Calculator
Complete 1040 coverage — all income types, all deductions, all credits.
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RMD Calculator
IRS Uniform Lifetime Table, inherited IRA rules, 20-year projection.
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Retirement Income Calculator
All income streams, 4% rule, three-age comparison, 20-year projection.
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Budget Calculator
Every bill, travel, entertainment — monthly totals and 50/30/20 check.
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Investment Account Organizer
Free Excel download. 10 tabs — every account, every policy, net worth.
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