Free Resources
Retirement guides written for Georgians.
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The Georgia Retirement Readiness Checklist
22 questions to answer before you set a retirement date.
- The income-gap math most people skip
- What to fix in the 5 years before you retire
- Healthcare coverage gaps before Medicare
- The 4 documents your spouse needs to know about
The Tax-Efficient Retirement Guide for Georgians
How to keep more of what you saved — legally, and years in advance.
- Why the years before RMDs are your best tax window
- How to size a Roth conversion without overflowing a bracket
- Georgia's retirement income exclusion, explained
- Which accounts to spend first (and why the usual answer is wrong)
The Social Security Timing Guide
The one decision that can be worth six figures to a married couple.
- What you actually give up by claiming at 62
- The survivor benefit most couples overlook
- How to bridge income if you retire before claiming
- Working while collecting: the earnings test
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