— Useful Guides —

Useful guides for the second half

Plain-language guides on the decisions that come up most once you stop building and start using what you built. Free to read, no pitch attached.

Ace in The Deck (Annuities Unveiled) guide cover

Ace in The Deck (Annuities Unveiled)

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Addressing Market Volatility in Today's World guide cover

Addressing Market Volatility in Today's World

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Maximizing Your Social Security Benefits guide cover

Maximizing Your Social Security Benefits

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Birthdays Over 50 Worth Celebrating guide cover

Birthdays Over 50 Worth Celebrating

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Making the Transition to Retired Life guide cover

Making the Transition to Retired Life

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Managing Inflation in Retirement guide cover

Managing Inflation in Retirement

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Simplifying Social Security and Optimizing Retirement Benefits guide cover

Simplifying Social Security and Optimizing Retirement Benefits

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The Fundamentals of Estate Planning guide cover

The Fundamentals of Estate Planning

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The Importance of Designating Beneficiaries guide cover

The Importance of Designating Beneficiaries

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What to Consider in Your Charitable Giving Plan guide cover

What to Consider in Your Charitable Giving Plan

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These guides are provided for general educational purposes only and are not tax, legal, or investment advice. Consult your CPA, attorney, or advisor regarding your specific situation.

— Let's Talk —

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Written and reviewed by

John T. Halterman, Founder and Senior Wealth Advisor, Beacon Wealth Management. Certified Wealth Strategist, AIF®, CEP®, ChFEBC®, RFC®. Twenty-five years guiding second-half financial decisions, host of Wisdom to Wealth on WDTV, and more than 900 educational videos. Content on this site is reviewed quarterly; last reviewed September 2026. About John · FINRA BrokerCheck