Your retirement toolkit
The worksheets and guides from the book, free to use and yours to keep. Built to help you turn what you've read into a real, workable plan.
Guarding Your Legacy Checklist
Organize every important document, account, and final wish in one place, so your family always knows where everything is, when it matters most.
Open the checklist →Retirement Expense Plan
Map your monthly retirement expenses with built-in inflation planning, so you know exactly what your income needs to cover, now and twenty years from now.
Open the expense plan →Review the Numbers
The 2026 retirement numbers in one place: 401(k) and IRA limits, Social Security, Medicare, HSAs, and taxes. Kept current, and free to use any time.
Review the numbers →More reader resources are on the way, check back as we add them.
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