30 Days to Make Your Money Count
30 Days to Make Your Money Count is for Financial Advisors, DIY Investors, Family Offices, and Small Business Owners who want to Save More Money, Pay Lower Taxes, And Build a Better Retirement
SMARTER Planning Blueprint
SMARTER Planning Blueprint is designed to guide you through a structured process that ensures your goals are met and your financial future is secure.
114 Ways to RePlan65
114 Ways to RePlan65 for DIY investors and financial advisors looking for tips, tools, and resources to save more money, pay lower taxes, and build a better retirement.
The Blueprint for Financial Success
The Blueprint for Financial Success is a powerful tool designed to simplify the planning process while helping you connect your financial decisions with your vision, values, and purpose.
Money Study Group
Money Study Group is an online self-study self-paced course designed to help students create a compelling financial plan while learning how to become a millionaire by age 50.
Financial Coaching for DIY Investors
Financial Coaching is a powerful process designed to help you create a customized financial plan to manage the risk and opportunity of everyday life, recover from the unexpected, and realize your highest purpose.
Market Crash Warnings
Market Crash Newsflash During times of market volatility, my inbox is full of emails with dramatic headlines designed to grab my attention and get me to click. Emails like this one… “Jerome Powell and the Fed have started crashing the markets and things are about to get very, very ugly. In fact, the last time …
Estate Lawyer Wanted
Share Your Knowledge with Women Investors If you’re an Estate Lawyer interested in contributing articles, interviews, or resources to RePlan65 (either exclusively, or content already published only on your website), please take a minute to review our guidelines below: Case Studies and Stories We love investor Stories and Case Studies. Have fun telling your investors’ …
Planning to Die
Just Found Out I’m Dying… Now What? When Sam and Sandy got the bad news from Sam’s doctor… He has cancer, and, even with the newest and most aggressive treatments, the survival rate is less than 5%. Sam knows it’s very likely that he will not survive for long. His thoughts have turned to Sandy …
Family Business Planning Checklists
Family Business Planning Checklist: Retirement Plans Your family business has many options when establishing retirement plans. Several key factors, specific to each family’s unique business situation, must be considered in order to select the appropriate plan or combination of plans. To help differentiate between the most commonly adopted retirement plans, we have created this chart. …