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A 148-page printable PDF that organizes everything your family would need to know if you weren’t around to tell them. Built by a Series 65 IAR, designed to be filled in once and updated yearly.
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The textbook rule is taxable, then traditional, then Roth. For most retirees with all three account types, following that rule…
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Key Takeaways Social Security is not going bankrupt. Even if Congress does nothing, the program will still pay approximately 83%…
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The Social Security Fairness Act repealed WEP and GPO, retroactive to January 2024. Here's what changed for public-sector retirees, what…
Read MoreIn-depth guidance across the key areas of retirement planning
Claiming strategies, spousal benefits, and optimization tips
Building reliable income streams for a confident retirement
Smart strategies to minimize taxes in retirement
Navigate enrollment, coverage options, and costs
Economic updates and what they mean for your retirement
Thomas Clark writes about retirement planning, Social Security, and the financial decisions that don’t get straight answers anywhere else. He’s a Series 65 Investment Advisor Representative with 18+ years of experience working with pre-retirees and retirees on the kinds of decisions that don’t have do-overs.
This site is the publishing home for that work — articles, free guides, printable resources, books, and a paid community. Educational content first; advisory services available for readers who want them.
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