Ayers Financial Services

Resources

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DOWNLOAD THE GUIDE

Your Retirement Income Planning Checklist

Learn the 10 things you should consider when developing your retirement income strategy. With this instant download, you’ll discover:

  • How to plan for a long life
  • Why you may need a housing plan (or two)
  • What taxes really look like in retirement
four buckets

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Four Buckets: Do You Know Where Your Tax Liabilities Fall?

What you'll learn:

  • Where your current assets fall in the four tax buckets
  • Why tax-deferred products could cost you later
  • How to further diversify your assets — starting now
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Have you done enough to confidently retire?

This 34-point checklist will help measure your retirement readiness, guiding you through some of the most pressing retirement concerns. You’ll examine:

  • Whether you’re taking on an appropriate level of risk
  • How your assets and liabilities stack up
  • What gaps you may have in your current plan
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DOWNLOAD THE GUIDE

Give your loved ones the greatest gift!

Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning, including:

  • Areas your will should address (and who should write it)
  • The two types of trusts — and how they can help reduce the chance of a family conflict
  • A checklist to help you select the right person to carry out your wishes

*Neither the firm nor its agents may give legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

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