Plan your best retirement with the help of renowned industry experts.

Free guidebooks on topics that really matter.

Actionable advice from professors, economists, speakers and authors who wrote the book on retirement planning.

Weʼve enlisted the help of experts in a wide range of disciplines to deliver a comprehensive suite of resources designed to help you secure your ideal retirement.
Click on a guidebook below to become a little more prepared for your retirement journey ahead.

Ways to Improve Your Retirement & Help Reduce Risk

Use your current know-how to create a personal income plan.
What youʼll learn:
  • The main financial risks in retirement
  • The one risk multiplier for all others (and how to prepare)
  • What the happiest retirees do differently

Featuring contributions by Tom Hegna.

TV host, speaker and author of Paychecks and Playchecks and Donʼt Worry, Retire Happy!
Guidebook: Ways to Improve Your Retirement and Help Reduce Risk

Longevity Risk & Retirement

Address the fear of outliving your money.
What youʼll learn:
  • How unpredictable your life expectancy really is
  • Other unknowns that can hurt your finances in retirement
  • Steps you can take to avoid outliving your money

Featuring contributions by Moshe Milevsky, Ph.D.

Professor of Finance at York University and author of The 7 Most Important Equations for Your Retirement.
Free guidebook: Longevity Risk and Retirement

Women in Retirement

4 Realities That Shouldnʼt Be Ignored
What youʼll learn:
  • Surprising things about Social Security and pensions
  • How divorce or death of a spouse may impact your income
  • Why longevity risk may be greater for women

Based on insights by Cindy Collins.

Forbes and MarketWatch RetireMentor Contributor with 30 years of financial experience.
Retirement resource: Women in Retirement guidebook

4 Things One Economist Wants You to Know About Retirement Strategy

A conservative approach to securing retirement income.
What youʼll learn:
  • Facts on conventional wisdom and the stock market
  • How inflation rates may not be as relevant as you might think
  • Retirement income strategies Dr. David Babbel uses

Based on insights by David Babbel, Ph.D.

Professor Emeritus, The Wharton School, University of Pennsylvania and former World Bank economist.
Guidebook: Retirement Strategy

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