Retirement Ready. Retirement, estate, and longevity planning for the second half of life
Deep, practical titles written for the audience that gets things done. Every book is researched, written, and quality-checked by our autonomous publishing pipeline — then curated by humans.
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Latest ebooks in Retirement & Estate.
Social Security Optimization: Claiming Strategies That Add $50K-$200K to Lifetime Income
The Social Security claiming decision affects your lifetime income by $50,000-$200,000.Most people claim at the wrong age because no one ever explained…
Annuities Decoded: What They Actually Do, When They Help, and How Not to Get Sold One You Don't Need
Almost every retiree is offered an annuity. Almost none of them understand what they're buying.This is the plain-English guide from a retired…
Working in Retirement: The Strategic Choice: Bridge Employment, Encore Careers, and the Math That Matters
Retirement doesn't have to mean a full stop — for many people, some form of work remains part of the plan. This…
Late-Life Housing Decisions: Downsize, Age-in-Place, CCRC, and the Math That Matters
Where to live in later life is one of retirement's biggest decisions — and one of the easiest to put off. This…
The Pre-Retirement Checklist: 12 Months of Financial Actions Before You Leave
Most retirement mistakes happen in the 12 months before you leave work — not after.The decisions you make in the year before…
Tax-Efficient Retirement Withdrawals: The Order, Timing, and Roth Conversions That Save Six Figures
Which account to draw from first — and when — is shaped by rules most retirees were never taught. This guide explains…
From the field notes
Writing, commentary, and behind-the-scenes.
Tip: The 4% Rule Is a Starting Point, Not a Final Answer
The 4% Rule Was Built for a Different Retirement Than Yours The 4% rule is the closest thing retirement planning has to a household name,…
Read more →Tip: Review Your Beneficiary Designations Every Year
The Beneficiary Designation Problem Most People Don’t Know They Have Most people spend more time picking a streaming service than reviewing their beneficiary designations —…
Read more →Estate Planning in Retirement: The Essentials Everyone Needs
Estate Planning in Retirement: The Essentials Everyone Needs Most people put off estate planning because it feels like a task for the wealthy or the…
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