Free Reports
The Resource Center has put together free reports to assist you in gathering information and educating yourself.
Please feel free to download and use them.
Reports
- Retirement Income Planning (27 Pages) - Retirement Planning can be difficult and stressful. This report will help you sort through the jargon and sift through the options and make sure you have the income you need to retire.
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- 'The Perfect Investment' - Is There One? (21 Pages) - This report discusses the myth of 'The Perfect Investment' and how to do the best you can with what you have, getting as close to 'The Perfect Investment' as possible. Download Now
- The Financial Planning Puzzle (12 Pages) - Planning your Retirement can be like solving a jigsaw puzzle without the picture. There are many options and vehicles. How do you know which one is right for you? How do you know when each one is right for you? This free report discusses this and more. Download Now
- How to Avoid a Retirement Meltdown (47 pages) - The Stock Market--even in a stable environment--make an investor nervous. Avoiding a 401k meltdown in today's environment is even more important in today's economy. This report will help you learn how to avoid a 401k meltdown. Download Now
- Managing Your Personal Finances (15 pages) - Managing your finances is a vital step in the road to successful financial planning. This report contains helpful tables for budgeting and analyzing your situation. Download Now
- What You Need To Know About Insurance (47 Pages) - Insurance is a complex product. Be prepared and know what your are buying. This report covers Health Insurance, Property and Casualty Insurance, Auto Insurance, Homeowner's Insurance, Renter's Insurance, Flood Insurance, Earthquake Insurance, Long-Term Care, Disability and Life Insurance. Download Now
- Basic Estate Planning - The Things You Need to Know (15 Pages) - A difficult, but necessary topic to plan for. This report gives you the things you need to know about wills, trusts and avoiding probate. Download Now
- Understanding Income Taxes (20 Pages) - The IRS has created myriads of codes and protocols. This report has tax tables and schedules, explains Capital Gains and Losses, and Social Security and Medicare factors. Figure out which ones you can take advantage of with this report. Download Now
- Medi-Cal - What It Means To You (34 Pages) - Who can get Medi-Cal? Where can you get Medi-Cal? It can be a complicated thing to navigate. This report describes what it means for you and what you need to do to qualify.
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