Retirement

Tutorials

Free online tutorials to help you prepare for retirement.

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Retirement Planning

Tutorial Details:  7 lessons, 30 minutes

Our 7 Personal Decision Points retirement planning tutorial covers the critical decisions you need to consider when transitioning to retirement. It addresses questions like:

  • When can I retire?
  • How much money do I need?
  • Do I have the right investments?
  • What about taxes and my estate?

We like to think of it as a retirement checklist and believe it is an essential first step in the retirement planning process.

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Simplifying Social Security

Tutorial Details:  5 lessons, 25 minutes

Social Security, an essential part of your retirement preparation has become increasingly complex. This tutorial will simplify Social Security by addressing the most common questions retirees have.

  • When should I file?
  • How do I properly mix it in with my other income sources?
  • How does social security impact taxes?
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Retiree Beware!

With retirement growing increasingly complex, Baby Boomers need to be aware of the products, promises, and people that may not be in their best interest. This tutorial addresses

  • Annuities
  • Non-traded REITS
  • Gold
  • Types of “advisors” to be wary of
  • Guaranteed returns
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Life In Retirement

With longer lifespans, rapid innovations in technology, and a shifting perspective about the idea of life after work, today’s retirement is unlike that of any generation in history. This tutorial introduces Hanson McClains Future Framework: a new approach to understanding what the happiest retirees have done to retire well.

COMING SOON

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  • Retirement Planning
  • Social Security
  • Retiree Beware
  • Life in Retirement