Free Retirement Resources

Our guides, checklists, and reports are designed to answer some of the most pressing questions about retirement, taxes, Social Security, and wealth management. These resources are easy to download and can be accessed at no cost.

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Download Our Free Resources

Explore our collection of free downloads below, each one crafted to guide you on your path to financial freedom.

10 Tips to Empower Women Investors


Does your retirement strategy fit your reality?

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6 Keys to a Happy Retirement


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Read Stephanie's Latest Book!

In straightforward terms, “Living a Happy, Healthy, and Inspired Retirement: Your Definitive Financial Guide” tells you what to look for — and what to avoid — in getting a retirement plan you can trust. Stephanie provides guidelines for:

  • Choosing a trustworthy financial professional
  • Remaining financially confident in an unsteady market
  • Understanding the impact of taxes

Request Stephanie's Book!