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SFL Knowledge Vault
Smarter Planning for Your Retirement Dreams
Explore expert-written guides, checklists, and case studies covering Social Security, Medicare, taxes, annuities, and more.
Engage with interactive quizzes and assessments to identify planning gaps, and use downloadable workbooks and financial tools to take actionable steps toward your retirement goals.
Everything is FREE and designed to help you make informed decisions and retire with peace of mind.
Understanding Long-Term Care
Learn how long-term care works, what it costs, and how to prepare for it financially.
Maximizing Social Security Benefits
Find out when and how to claim Social Security for the highest possible payout.
Navigating Medicare & Coverage Options
Understand your Medicare choices and make the best decision for your health and budget.
Life Insurance & Estate Planning
Learn how life insurance can protect your family and support your retirement goals.
401(k) Rollovers & What to Do Next
Know your options when rolling over a 401(k) and how to avoid costly mistakes.
IRA Investment & Growth Strategies
Learn how to maximize your IRA’s potential for long-term financial security.
Tax-Smart Retirement Planning
Discover ways to reduce taxes on your retirement income and keep more of your savings.
How to Create Guaranteed Retirement Income
Explore annuities and other strategies to ensure you never run out of money in retirement.
Required Minimum Distribution (RMD) Strategies
Understand Required Minimum Distributions and how they affect your retirement accounts.
Annuities Explained
Understand how annuities work, their pros and cons, and if they fit into your plan.
What Retirees Need to Know Now
Get essential retirement insights to make smart decisions and avoid common pitfalls.
Preparing for Retirement: What to Do First
Know what steps to take now to retire with financial confidence.
Simplifying IRA Rollovers
Find out when to roll over an IRA and how to make the process smooth.
Roth IRA Conversion: Is It Right for You?
See if converting to a Roth IRA can benefit your retirement tax strategy.
Retirement Plans for Small Business Owners
Learn how business owners can build a strong retirement with tax-friendly strategies.
Wealth Strategies for High-Income Earners
Protect and grow your wealth with financial strategies designed for high-income professionals.
Retirement Planning for Educators & Teachers
Understand pension plans, savings options, and how to retire securely as an educator.
Federal Employee Retirement Benefits
Navigate for KPERS and other federal benefits.
Why Your CPA & Financial Planner Should Work Together
Discover how tax and financial planning go hand in hand for retirement success.
Doctors & Medical Professionals: Retirement Essentials
Plan your financial future with retirement strategies built for healthcare professionals.
Women & Retirement: Financial Strategies for Security
See how successful women take control of their retirement savings and future.
Financial Planning After the Loss of a Spouse
Navigate financial decisions with confidence after losing a loved one.
Divorce & Retirement: What You Need to Know
Understand how divorce affects retirement savings and how to protect your future.
Retirement Planning for Baby Boomers
Make sure your retirement plan is ready for the next phase of life.
Practical Retirement Solutions for Blue-Collar Workers
Learn how hard-working Americans can build a strong retirement plan.
Final Expense & End-of-Life Planning
Ease the financial burden on your loved ones with proper end-of-life planning.
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How To Retire Like a Shark
Get expert retirement insights from Randy Russell and Kevin Harrington on income, taxes, Social Security, and wealth protection.