FREE Resources
The Happy Retirement Handbook
Step by Step Guide to Making the Most of Your Golden Years
After working hard for decades, retirement is easy! Nothing but endless relaxation, adventure and naps, right?
Well, maybe not.
Retirement may be the most anticipated yet least understood phase of life. There is a big disconnect between what we think will happen and what actually happens.
This book aims to close that gap!
In this free book, you will read stories about people just like you, who are trying to navigate this transformative phase of life. Along with the stories, you'll find research and action steps to help you apply what you are learning.


A Wise Person Said...
Maybe you've seen our short videos with wit & wisdom about money, life, and success.
Click here to download a collection of 200 quotations. Some will make you laugh. All of them will make you think.
I love sayings like these because they teach different lessons to different people based on your life experiences.
For your FREE download, click here.
No email required! It is our gift to you.


Click on this picture to read some samples.
If you'd like to suggest a quotation, please do so!
What is the the most important thing your adult children want from you?
According to a large study by Allianz, it’s not your money that your loved ones will value most—it’s your story!
Your story is something they will treasure long after you’re gone. It’s a legacy they can share with their children and grandchildren, impacting generations to come. But that can only happen if you take the time to capture it.
Not sure where to start? Download our FREE guide, which includes a list of 240 questions in 8 categories designed to help jog your memory. Family history, childhood, young adulthood, career and more. To see a sample, click the image of the document.
When my father passed away, most of his stories and life lessons were lost with him. Please don’t let that happen to your family.
And if your parents are still alive, I encourage you to download the guide and ask them these questions to capture their life story too.





