Educational guides and printable materials to help you prepare questions and organize decisions.
SSFG Planning GuideA practical guide for comparing claiming ages and coordinating Social Security with work, Medicare, taxes, spouse and survivor needs, and other retirement income.
SSFG Planning GuideA practical guide for organizing Medicare timing, employer coverage, HSA coordination, coverage choices, prescriptions, costs, travel, and annual reviews.
SSFG Planning GuideA practical guide for organizing dependable income, flexible withdrawals, spending needs, inflation, longevity, survivor protection, and liquidity.
SSFG Planning GuideA practical guide for organizing liquidity, withdrawal sequencing, inflation, rebalancing, diversification, and decision rules before a market decline.
SSFG Planning GuideA practical guide for coordinating retirement-account withdrawals, Roth conversions, RMDs, Social Security taxation, IRMAA, withholding, and beneficiaries.
SSFG Planning GuideA practical guide for organizing care preferences, family roles, housing, transportation, funding, decision authority, and secure access before a crisis.
SSFG Planning GuideA practical guide for organizing assets, ownership, beneficiaries, legal documents, trusted contacts, digital access, family instructions, and stewardship.
Official Fact SheetA concise official reference for the 2026 COLA, taxable wage base, earnings-test limits, benefit amounts, SSI figures, and related Social Security thresholds.
Featured eBookThe flagship SSFG guide to turning retirement savings into a coordinated descent built around dependable income, flexible spending, risk, taxes, care, and legacy.
External GuideAn external guide describing a step-by-step approach to building a retirement-income stream intended to last throughout retirement and reduce dependence on uncertain market withdrawals.