Our books are designed to guide you through the complexities of financial planning, helping you enter your life’s next chapter with confidence.
‘Your Financial Pathway for Retirement: The Road to Getting and Staying Retired’
When you reach that phase in life when every day is like Saturday, how much can you spend? Brett Shunkwiler tackles that oh-so-important question and others in his first book. While discussing the five parts of his Pathway for Retirement™ plan — income, investment, tax, health care and legacy planning — Brett also addresses:
The go-go, slow-go and no-go phases of retirement
The importance of volatility control
Tax-exempt conversions that might make sense for you
Alternatives for funding long-term care
‘Social Security Decoded: Unraveling the Mysteries for a Confident Retirement’
There are more than 500 rules to claiming Social Security. Will you get it right? This book explores the key strategies and common pitfalls to help you make the most of your benefits, including how to:
Determine the optimal age to begin claiming your benefits.
Learn how working during retirement impacts your monthly payments.
Navigate spousal, survivor and divorced benefits to maximize your household income.
‘Beyond Service: The Ultimate Guide to Federal Employee Retirement Planning’
As a federal employee, you have a unique set of financial benefits and challenges — and your retirement is no different. Our latest book can serve as a clear guide to help you make the most of your hard-earned retirement, helping you:
Uncover strategies to optimize your FERS, TSP and other federal benefits.
Learn how to create a tax-efficient income stream for life.
Gain the clarity needed to transition from public service to a more secure retirement.
