Resources

Every Free Resource in One Place

A complete map of everything we've published — articles, guides, calculators, comparisons, the glossary, FAQs, and local pages. All free. No login required. Use it as a learning library or a reference when specific questions come up.

Education Library

57 articles

Deep-dive articles across 8 product lines: Medicare, life insurance, retirement, estate planning, health insurance, long-term care, debt elimination, and business tax strategy.

Medicare 101 — The 4 Parts Explained Term vs Whole Life Insurance Required Minimum Distributions (RMDs)Estate Planning 101 The S-Corp Strategy

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Free Downloadable Guides

6 PDFs

Printable PDF guides covering Medicare, estate planning, self-employed tax strategy, retirement income, life insurance, and long-term care. Drop your email, download instantly.

The Medicare Decision Guide Estate Planning Checklist for Michigan Self-Employed Tax Strategy Playbook The Retirement Income Blueprint The Life Insurance Buyer's Guide

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Calculators

4 tools

Free interactive calculators that run the numbers on your specific situation. No login required — see results immediately. Optional email gate to receive a personalized review.

Life Insurance Need (DIME)Medicare Annual Cost Retirement Gap Debt-Free Timeline

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Side-by-Side Comparisons

5 comparisons

The financial decisions people get wrong most often — laid out side-by-side with TL;DR verdicts, comparison tables, decision frameworks, and FAQs.

Term vs Whole vs IUL vs Final Expense 401(k) vs IRA vs Roth vs Backdoor vs HSA Solo 401(k) vs SEP vs SIMPLE vs Cash Balance Annuities vs Bonds vs Dividends vs CDs HSA vs FSA vs HRA

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Glossary

100+ terms

Simple definitions for insurance, Medicare, retirement, estate, tax, and long-term care terms. Searchable, filterable by topic, with deep-links to relevant articles.

IRMAA DIME Method Sequence of Returns Risk Step-Up in Basis Augusta Rule

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Frequently Asked Questions

45 Q&As

Clear answers to the most common financial planning questions. Search or browse by topic — working with us, Medicare, life, retirement, estate, tax, LTC, health, debt.

When do I sign up for Medicare?How much life insurance do I need?Should I make my LLC an S-Corp?Do I need a trust or just a will?Will Medicare pay for a nursing home?

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Local Service Pages

15 areas

Detroit metro and statewide pages covering specific services and locations. For local prospects searching by city or state.

Detroit Royal Oak Bloomfield Hills Michigan (statewide)Medicare in Florida

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Common questions

Are these resources free?

Yes. The articles, guides, calculators, comparisons, and glossary are all free to use.

How often are the resources updated?

We update pages when rules or yearly limits change, and we add new ones as clients bring us new questions.

Can I ask a question about my own situation?

Yes. Send us a note through the contact page or give us a call. We will walk through it with you.

Ready for a personal conversation?

The resources above cover the basics. For your specific situation, the right next step is a free 30-60 minute consultation.

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Educational content only. Not financial, tax, or legal advice. Always consult a licensed professional before acting on the information in these resources.