Free compact guides

The short version, for the kitchen table.

Each guide is the spine of one book in ten to sixteen pages — the idea, the arithmetic, and the questions to ask. Download them straight away; no email needed. Then read the book if the room concerns you.

The guides open with the same idea the books do — the exchange rate, and cost as the lever — then go straight to the specifics. Figures are illustrative and tax thresholds change; check current tables before acting. Nothing here is individualized advice.

The letters

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One idea from inside a retirement plan, most weeks. No products, ever.

The short version, for the kitchen table.

What Does Your Advisor Really Cost?

Is Your Annuity Any Good? — the compact guide

Is an Annuity Right for You? — the compact guide

Retirement Tax Planning — the compact guide

Declining Health & Wealth Transfer — the compact guide

The Harsh Reality — the compact guide

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