Free guides

One-page checklists for your retirement money

Each guide is a single page — the numbers that matter, in plain English. Pick one; we'll email it and add you to the weekly newsletter (unsubscribe anytime).

ChecklistSocial Security tax checklist

Is Your Social Security Taxed?

The combined-income formula, the 2026 thresholds (single & married), and 3 legal moves that lower your tax.

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Coming soon

Medicare, simplified

Enrollment windows, the penalties to avoid, and what each part actually covers — on one page.

Coming soon