FREE Smart Money Resources

Smart Money Retirement Solutions offer Special Reports, booklets and articles on most financial topics concerning Baby Boomers and retirement-minded folks today.  

We cover the "Pros & Cons" of numerous financial topics including safe money retirement savings, Tax-Deferral, Income Planning, Variable Annuities, Social Security, Long-Term Care options, Index Annuities, Roth IRA Conversions... and many others.  If you don't find it here on our website, contact us and let us know what you're looking for. We're happy to provide whatever information we can to help you with your financial journey...

In addition, our Smart Money Advisory is a short, concise and to-the-point newsletter that delivers timely and valuable Smart Money strategies to our readers... and taking only 5 minutes to read.

Each month we present solid information that will help you make smart choices with your money... informed choices that will feel right to you while maximizing results and minimizing the mistakes.

If you would like to be on the Smart Money mailing list and receive the new issues by email as soon as they are published, provide us with your email address and we'll take care of the rest. We understand that your privacy is as important to you as it is to us... so we will never make a pest of ourselves, nor will we ever sell, share or abuse your email address... and that's a promise.

Here are a few of our most recent Smart Money publications: