Check out your retirement

Discover the tools you need to construct a plan that will help you pursue and live your retirement with confidence.


No one should plan alone. That’s why we’ve curated this collection of guides to provide the in-depth dives you need to punch up your planning for the journey to and through retirement.

Financial Spring Cleaning

Break Through the Clutter!
Ways to Spring Clean Your Financial House

When was the last time you spring cleaned your house? Many of us do some form of spring cleaning in our homes regularly.1 But what about our financial "homes"? It can be easy to forget about the clutter and red tape that builds up in our finances. When we do, we can end up with some serious clutter. And that could lead to real consequences.

In fact, it won't just take up space. Clutter can also waste our energy, time, and even money.2 So, how can we deal with the financial clutter so it doesn't get in our way? Let's find out by checking out some simple and painless financial spring cleaning tips.

5 Powerful Money Lessons

Not Taught in School (But Essential in Life)

What's the hardest lesson you've ever had to learn about money? What’s the most powerful one? For many folks, these lessons come from hard-earned experience.1 They aren’t taught in a classroom. Instead, many folks go to the school of hard knocks. It’s the learn-as-you-go way to understanding personal finance.1 And those lessons we pick up can shape how we think about and handle money.2 They can also stick with us for life.

So, what are the money lessons that are never too early to know? Are there any that you still have to learn? Or get better at? Let’s find out. These essential finance lessons aren’t typically taught in school, but they’re still incredibly valuable to know as early as possible. And they can take some people a lifetime to learn.


Divorce & Money

The divorce rate has doubled for Americans age 50+ since 1990.
While your retirement plans may shift due to divorce, it is possible to get through a divorce without having to start over. This guide will help you understand the following concerns you may have, among others:

• How to split assets and who to turn to for help
• What documents you’ll need for divorce proceedings
• Where you’ll need to consider updating beneficiaries

Navigating Market Volatility

How can past volatility inform our present?
Watching market volatility can be exciting or nerve-wracking, depending on how much of your assets are tied to the markets’ performance. How do you know how to react? This 12-page guide explains all of that and more:

• Volatility is not new! History shows us how to respond to today’s volatility.
• Markets have weathered numerous crises in the past — and come back stronger.
• Timing the market does not work. Time in the market does.


Will a Recession Rob Your Retirement

4 things to address to help ensure you can weather a drop in the market
This downloadable guide walks you through four things to check now to help ensure you and your family are prepared — even if the economy takes a dip. What you’ll learn:

• How to decide how much of your savings should be invested in the market
• A simple calculation to help determine whether you've saved enough to retire
• Alternative methods to create income without relying on a volatile stock market

Women Invest

10 Tips To Help Empower Women Investors
Today's woman needs a financial plan to call her own. This quick guide has 10 must-know tips to help get you on the right track. You’ll learn:

• Why you should have your own credit score
• Why you should pay yourself first
• What you should always keep on hand


Have questions about your retirement?

Let Leslie help you find the answers! Book your no-obligation appointment today!

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