Retirement Planning


Planning your retirement comes with a heavy learning curve – we make it easier by breaking down retirement planning and wealth management concepts into blog posts, videos, and white papers that make financial literacy easier to digest.

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Videos on Retirement Planning & Wealth Building


From the Blog

How Do You Create a Retirement “Paycheck?”

How Do You Create a Retirement “Paycheck?”

We often hear people nearing retirement as this: “How do I get my money out of my retirement plan and into my checking account?” It’s not a simple question but we have some recommendations.

Should a Trust Be Part of Your Estate Plan?

Should a Trust Be Part of Your Estate Plan?

Trusts used to be seen as an estate planning tool for only the very wealthy, who have complicated family situations to sort out, and high-value assets to protect. Times have changed.

A Disability Insurance Primer

A Disability Insurance Primer

Should you have disability insurance? The Social Security Administration reports that a 20-year-old has a more than one-in-four chance of becoming disabled before reaching retirement.

Maximizing the Tax Advantages of Business Ownership

Maximizing the Tax Advantages of Business Ownership

Every business stage brings different things to tackle, but they all have one thing in common – taxes. Business owners have unique tax advantages. Learn what an effective tax plan can do.


Listen to the Inspired Business Leaders Podcast as Nick Bour interviews top business professionals on their personal jounreys, lessons learned, and advice they have for other business professionals. Subscribe on Spotify and Apple Podcasts.

Financial News & Insights

Knowledge is power. It is also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

We invite you to explore our financial guides, whitepapers, and reports. They include the latest financial insights and information to help you make sound, prudent decisions concerning your future financial objectives.

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Financial Planning eBooks

The last decade or so prior to retirement represents peak-earning years for many, so it’s important to have a plan in place to maximize your retirement savings and to prepare for retirement. Download one of our retirement savings and financial planning eBooks today.