Financial Guides: Retirement + Investing


Exponential Wealth

How to create sustainable income for life. Download your copy of our President and Founder, Tim Goodwin’s book for free.


An Investor’s Guide to Finding Your Right-fit Advisor

Finding your right-fit advisor can be challenging. We’ve made a list of things to consider as you look for an advisor you can trust with your retirement.


Retirement and Tax Planning Quick Sheet

When considering the new 2024 retirement and tax planning guidelines, do you feel scattered and unorganized? Keeping track of all the changes can feel overwhelming. To provide you with some clarity, we created a 2024 Retirement and Tax Planning Quicksheet to help you see all the new updates in one easy-to-follow worksheet. This simple cheat sheet will help you organize and plan for 2024. In the quick sheet, we share the new retirement limits, Income tax brackets, capital gains tax rate thresholds, standard deductions, traditional IRA deductions, MAGI phase-outs, Roth IRA contributions, MAGI phase-outs, and Medicare premiums.


Retirement Income Guide

Calculate your income in retirement and 30-plus income streams for you to consider to help fill in any gaps in your retirement plan.

7 steps to planning for a happy retirement guide

7 Steps to Planning For Your Happy Retirement

Retirement is a significant milestone in life, and proper financial planning is crucial to ensure a happy and secure retirement. If you are over 55 years old with over $300,000 in investable assets and are asking yourself, “Can I retire?” This guide is here to help you gain confidence, peace of mind, and a sense of security. Following these steps, you can assess your financial situation, set achievable retirement goals, and determine if you are ready to retire.

A Guide to Stewarding Your Inheritance

You received an inheritance. Now what? Did you recently receive an inheritance, and you don’t know what to do with the money? The first step is to take a breath and resist the temptation to make impulsive decisions. This is an exciting gift you have been given, and you want to steward it well. You will want to consider your financial goals, both short-term and long-term. To learn how to steward your inheritance well, download our free guide.


Disclosure: Goodwin Investment Advisory, LLC is an SEC registered Investment Adviser. The Google ratings, client satisfaction ratings and reference on The Ramsey Show were given by current clients, and were not compensated with cash, or non-cash compensation. There are no material conflicts of interest on the part of the person(s) giving the ratings and references resulting from the person’s relationship with Goodwin Investment Advisory, therefore has no incentive to recommend the adviser. Please click here for further information.