Guides
Six Free Guides for Better Financial Decisions
Each guide is a concise, printable PDF covering one topic in depth. Drop your email, get the guide instantly. No spam, no hard pitch — just useful content. Use them yourself or share with family.
Medicare
The Medicare Decision Guide
A 4-step framework for picking the right plan
Estate Planning
Estate Planning Checklist for Michigan Families
The 6 documents, 5 beneficiary audits, and probate avoidance steps every Michigan estate needs
Business Tax Strategy
The Self-Employed Tax Strategy Playbook
9 strategies that save profitable business owners $15K–$50K+ per year
Retirement Planning
The Retirement Income Blueprint
How to design retirement income that lasts — across the 4 pillars
Life Insurance
The Life Insurance Buyer's Guide
How to actually pick the right policy — and avoid the 3 common traps
Long-Term Care
The Long-Term Care Planning Brief
70% will need it. Medicare doesn't cover it. Here's how to plan.
Common questions
What is in each guide?
Each guide covers one topic from start to finish in a short, printable PDF. You get the key decisions, the common mistakes, and a checklist to use on your own.
Which guide should I read first?
Pick the decision you are facing now. Turning 65 points to the Medicare Decision Guide. A new baby or a new home points to the Life Insurance Buyer's Guide. Owning a home in Michigan points to the Estate Planning Checklist.
Can I share a guide with family?
Yes. Many people print a guide and go through it with a spouse or a parent. That is what they are for.
What if I have questions after reading?
Reach out through the contact page. We will answer your questions and explain how the guide applies to your situation.
Want a free review on top of the guide? Each guide download includes a free no-obligation consultation option — send us a note and we'll walk through your specific situation.
Educational content only. Not financial, tax, or legal advice. Always consult a licensed professional before acting on the information in these guides.