free tools, resources and insights for retirement planning available at my guide to retirement
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Free Retirement Planning Guides

Wherever you are on your journey, we’re here to support you with retirement planning tools, insights, and resources.

Explore our library below — covering everything from common retirement health, wealth, and legacy planning, to specific topics that may be unique to you or a loved one you care about.

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Discover the key differences between Medicare Advantage and Supplemental Insurance (Medigap). Learn how they work and which might be best for your healthcare needs.
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Learn about supplemental Medicare insurance (Medigap), its benefits, and how it helps cover healthcare costs not included in traditional Medicare.
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A close-up shot of a calculator sitting on top of an insurance bill. In the background, a pen sits uncapped.
Learn about Medicare supplement insurance costs, including premiums and out-of-pocket expenses, to better budget your healthcare needs.
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Senior couple happily doing annual tax return using laptop indoors
If your medical expenses exceed 7.5% of your AGI, your Medigap premiums can be tax deductible, making supplemental insurance more affordable for retirees.
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A woman with a walker window shops on a cobblestone street, looking at an apparel store with mannequins in the front displaying clothes.
Learn how to effectively plan for retirement with a disability, account for medical expenses, navigate disability and social security benefits, and budget accordingly.
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A man and a woman sit on a couch with a laptop open on a small table in front of them. Both look concerned.
As you plan for retirement, you must budget for inflation, which could raise your monthly expenses. This guide provides budgeting tips.
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free tools, resources and insights for retirement planning available at my guide to retirement

Wherever You Are on the Road to Retirement, We’re Here to Guide You Forward

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Health

Stay healthy and confident through every stage of retirement.

Healthy Living

Tips and tools for maintaining energy, mobility, and overall wellness.

Coverage & Care

Learn how to plan for healthcare needs in retirement.

Medicare

Understand your options and how to get the most from your coverage.

A close-up shot of a stethoscope sitting on top of a sign-in sheet. A blue pen sits in the background.
Discover the key differences between Medicare Advantage and Supplemental Insurance (Medigap). Learn how they work and which might be best for your healthcare needs.
Read More
Learn about supplemental Medicare insurance (Medigap), its benefits, and how it helps cover healthcare costs not included in traditional Medicare.
Read More
A close-up shot of a calculator sitting on top of an insurance bill. In the background, a pen sits uncapped.
Learn about Medicare supplement insurance costs, including premiums and out-of-pocket expenses, to better budget your healthcare needs.
Read More
Senior couple happily doing annual tax return using laptop indoors
If your medical expenses exceed 7.5% of your AGI, your Medigap premiums can be tax deductible, making supplemental insurance more affordable for retirees.
Read More
A woman with a walker window shops on a cobblestone street, looking at an apparel store with mannequins in the front displaying clothes.
Learn how to effectively plan for retirement with a disability, account for medical expenses, navigate disability and social security benefits, and budget accordingly.
Read More
A man and a woman sit on a couch with a laptop open on a small table in front of them. Both look concerned.
As you plan for retirement, you must budget for inflation, which could raise your monthly expenses. This guide provides budgeting tips.
Read More

Wealth

Protect and grow your money so your retirement income lasts.

Personal Finance

Budgeting, debt management, and smart financial habits.

Retirement Income

Turning your savings into steady, reliable income.

Financial Products & Tools

Explore annuities, IRAs, and other retirement solutions.

Legacy

Leave a lasting impact and protect the people you love.

Estate & Legacy Planning

Simplify wills, trusts, and asset transfer to ensure that your exact wishes are carried out.

Asset Protection

Safeguard your savings from taxes, lawsuits, and long-term care costs.

Final Expenses & Planning

Understand options for funeral coverage, final expense insurance, and family preparedness.

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1. Health

2. Wealth

3. Legacy

retirement planning tools that help you chart a course to a healthy and wealthy retirement

Tools for the Journey

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free tools, resources and insights for retirement planning available at my guide to retirement

Your Guide to a Healthier, Wealthier Retirement

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