Downloads

Income for Life Book

Income for Life, provides a solid foundation on which to base a retirement income strategy and prepares you to make sound financial decisions about your future. To get you started on this financial journey, download of the first chapter from Income for Life.

Download the First Chapter

A Consumer’s Guide to Partial Roth Conversions

There are some simple – yet powerful – strategies we’ve used to help our clients reduce their taxable income by up to 25%. We’ve put together these strategies into this valuable report, “A Consumer’s Guide to Partial Roth Conversions”.

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Starter Pack

Budget Sheets

Our Budget Sheets are thorough and should be completed carefully. Include all of your current expenses and note in the RETIREMENT column any line items that will change, appear for the first time or disappear in retirement. This sheet will help you get a handle on maintaining your current lifestyle costs.

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Circle of Life Exercise Sheet

This exercise will help you assess your level of satisfaction in each of the nine Facets of Life, it will also help you to evaluate what may need to change in order to increase your level of satisfaction. This sheet is the basis for your goal setting, with the most important and impactful life goals being carried over onto the Goal Clarifying sheet.

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Goal Clarifying Sheet

Use this form to prioritize your most important life goals after completing the "Circle of Life" form. With this sheet, you will assess what your ideal life goals are, the frequency you desire, and the cost of each goal, in terms of energy, time, and money.

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Retirement Income Estimator

This worksheet pulls various pieces of retirement income planning together in a simple, basic format. Use this as a guide to estimate the retirement income that is possible.

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2022 Tax Planning

A one-sheet compilation for 2022 Tax Planning!

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