Resource Guides
In-depth guides you can download, keep, and share.
Getting Social Security Right the First Time
You get one chance to claim Social Security well, and the decision shapes your income for life. This guide explains the ages, the trade-offs, and the spousal effects most people discover too late.
Get the Claiming Guide →
Turning Equity Compensation Into Actual Wealth
Equity compensation arrives with no instruction manual, just a vesting schedule and a portal login. This guide covers what you hold, when each piece becomes taxable, the concentration trap, and the selling discipline that turns grants into diversified wealth.
Get the Equity Comp Guide →
The 529 Owner's Handbook
The 529 might be the most opened, least understood account in family finance. Scholarships, skipped college, leftover money, and the grandparent angle, all answered in the plain-English handbook every account owner should have received.
Get the Handbook →
What Your Family Needs You to Put in Writing
Estate planning is not about wealth. It is about sparing the people you love from confusion, delay, and conflict at the worst possible time. This guide covers the essential documents and the order to tackle them.
Download the Starter Guide →
Building Your Retirement Paycheck
Saving for retirement and spending in retirement are two different skills. This guide walks through how retirees turn accounts into income, with a worked example and the questions worth answering before your first withdrawal.
Download Your Guide →
Leaving Your Business on Your Own Terms
Most owners exit once, with no practice run. This guide covers the four paths out of a business, what makes a company sellable, and the moves that protect everything you built while you decide.
Download the Exit Guide →
Why Starting to Think About Social Security in Your 30s Matters
The career decisions you make in your 20s and 30s quietly shape the Social Security benefit you'll receive decades from now, and a few common misconceptions can make the gap wider than it needs to be.
Download Your Guide →
Paying for Long-Term Care Without Derailing Your Plan
Long-term care is the retirement expense most plans quietly skip. This guide explains what care really involves, the four main ways families pay for it, and why more options remain open to people who plan early.
Download the Care Guide →