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At Asset Positioning Services, we create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities.
Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.
Your Guide To Replacing Your Paycheck
In Retirement
Retirement isn't the end of a paycheck—it's your chance to build one on your own terms. This guide shows how to turn your savings into steady, reliable income through proven strategies and tools. The opportunity to replace your paycheck, and enjoy true financial freedom, could be more attainable than you think.
Legacy and Estate Planning
Understanding The Basics
A strong retirement plan doesn't end with you. It extends to the people and causes you care about most. This guide covers the essentials of estate and legacy planning, from wills and trusts to beneficiary designations and tax-smart giving. With the right plan in place, you can protect your wishes and leave a lasting impact.
The Long-Term Care Guide
A Short Introduction to Long-Term Care
Long-term care is one of the biggest threats to your retirement savings—and it's often overlooked until it's too late. This guide explains why Medicare isn't enough and how to build a smart, proactive plan to protect your health, your family, and your financial future. Peace of mind starts with preparation.
Tax Planning Guide
Work to Reduce Your Taxes In This Year and The Future
Most retirees don't realize how much in unnecessary taxes they could be paying—until it's too late. This guide reveals how smart tax strategies can help you keep more of your retirement income and help prevent taxation from affecting your financial foundation.