eBooks

Don't Retire... Graduate!

Building a Path to Financial Freedom and Retirement at Any Age (Second Edition)

Planning for your future doesn’t have a hard start date. It’s not something you do at 25 or 45 or 65. It’s a journey that begins right now and continues throughout your life. This book makes it easy—no matter where you’re starting from.

With detailed and digestible instructions starting from nearly every point–whether you’re just starting to save money, are getting out of debt, have already started investing, or are only a few years from retirement— Don’t Retire… Graduate! will have you taking baby steps and giant leaps in your financial plan.

Marrying Later in Life

The Financial Guide They Forgot to Write

I'm Single, Now What?

A Woman's Guide to Financial Confidence and Independence

Cash Management 101: Pay Yourself First

Discover how the simple habit of saving before you spend can help you build wealth and make consistent progress toward financial independence.

When Time is Short

A Compassionate Guide to Getting Your Final Affairs in Order

From Stress to Success

How Financial Wellness Programs Benefit Your Business

The Empty Nesters’ Guide to Financial Planning

10 Steps to Refocus Your Future on Yourself

Debt Management 101: Regain Control Over Debt

Learn to recognize the warning signs of unhealthy debt and take practical steps toward regaining control of your financial future.

Debt Management 102: The Path to Freedom from Debt

Create a strategic plan for improving cash flow, prioritizing debt, and making steady progress toward financial freedom.

What is Financial Planning?

Learn what comprehensive financial planning really means and how the right strategy can bring every piece of your financial life together.

The Science of Investing and Art of Portfolio Design

Explore the fundamentals of investing and learn how to build a portfolio designed around your goals, timeline, and comfort with risk.

Pay Less Taxes Now!

Discover practical, tax-efficient strategies that can help you keep more of your money working toward your long-term goals.

10 Ways to Support Your Employees' Overall Wellness

Explore practical ways to build a healthier workplace culture and support your employees' financial, personal, and professional well-being.

Risk Management 101: Building the Moat Around Your Financial Castle

Learn how to identify financial risks and build the right protections to safeguard your income, assets, and financial future.

Risk Management 202: Estate Planning Isn't Only for the Rich

Learn the essential estate planning documents every adult should consider to protect their wishes, finances, and loved ones.