Books & Publications
Financial Planning: For the People You Love
Overall Rating: 5/5
A comprehensive guide to protecting your wealth and leaving a legacy, Financial Planning for the People You Love, makes the process easy and honestly highlights divorce and health problems as the two largest dangers to successful retirement.
Wall Street Truth & Lies: An Investor Protection Guide
Overall Rating: 5/5
Wall Street Truth & Lies: An Investor Protection Guide provides investors 101 myths and truths about stock market investing. The reader is challenged to question what he or she hears in the media and avoid industry manipulation.
Rescuing Your 401K: What is Sinking Your Retirement
Overall Rating: 5/5
The book, Rescuing Your 401K takes a deep dive into the structure of 401(k) plans and how they are structured to benefit the companies that create and manage them at the expense of investors and the federal government.
Mutual Fund Meltdown
Overall Rating: 5/5
Mutual fund managers are notorious for their inability to successfully pick stock market winners and losers. Mutual Fund Meltdown helps consumers avoid poorly managed funds and protect their savings.
Free Your Money!
Overall Rating: 5/5
A quick hit guide, Free Your Money, offers readers easy recommendations on tax-free retirement, health care, home, and college funding solutions from consumer advocates who expose closely held industry secrets.
Social Security Rescue
Overall Rating: 5/5
Optimizing what you receive in social security benefits is more complicated that many readers suspect. This short book highlights how to maximize your benefits and minimize taxes on retirement income.
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5 Star Ratings (Read Reviews)
"Awesome help to Trenton educators...
Steve has been an awesome help to all educators in the Trenton School District. He is very knowledgeable and has gone beyond the call of duty to assist in every aspect of retirement planning. As my situation has changed he has always been there to help me.
Sharron Grady, Trenton
"Made the process so easy for me...
Steve was very helpful in explaining my 403B to me and calculating when I can retire. He came to me at my school and was very accommodating with the time of our meeting. It meant a lot that he made the process so easy for me to do. I had some issues with my old company and he was very patient and walked me through the process of what to do step by step. I was so pleased with him that I referred him to a co-worker and she too was very pleased with his work. Thanks again Steve!
Amy Nicholls, Kindergarten Teacher