Free Investment Guides from Madison Partners
Investing can feel complex. We’ve created a collection of clear, practical guides to help you make confident decisions across retirement, taxes, estate planning, and more. Browse the topics below and click any guide to download.
RETIREMENT PLANNING
How Long Does $1 Million Last in Retirement?
A Research-Based Guide for Americans approaching or in retirement. You’ve saved diligently and planned for your the days where do what you want when you want. Now comes the question that keeps many pre-retirees awake at night… Will it last?
This guide synthesizes the latest data from the Social Security Administration, Bureau of Labor Statistics, Fidelity, Genworth, and peer-reviewed retirement research to help you understand not just whether $1 million will last, but how to make it last for your unique situation.
ESTATE PLANNING
The Investors Guide to Estate Planning
You have spent decades making sound financial decisions, building a portfolio that reflects hard work, discipline, and patience. But here is a question many affluent Americans put off for too long: What happens to everything you have built once you are no longer here to manage it?
This guide covers the five pillars of a complete estate plan, the current federal tax landscape, strategies to reduce or eliminate estate taxes, how healthcare and long-term care costs intersect with your plan, and the most common mistakes that quietly erode family wealth.
RETIREMENT PLANNING
8 Ways to Generate Income in Retirement
Retirement is supposed to be the reward but for many Americans converting a lifetime of accumulated wealth into dependable monthly income is one of the least understood challenges in personal finance.
This guide identifies 8 distinct income-generating strategies available to retirees in the United States. Each strategy is grounded in factual, publicly available data from government agencies, academic research, and established financial institutions.
RETIREMENT PLANNING
50 Retirement Tips for People Over 50
If you’re over 50 retirement isn’t just on the horizon. It’s time to make strategic decisions that will shape your financial security for decades to come.
The good news? With the right strategies, you can maximize what you’ve saved, minimize what you’ll pay in taxes, and ensure you’re making the most Social Security and Medicare. This guide provides 50 actionable tips organized into six essential categories to help you along the way.
TAX PLANNING
The 7 Most Used Tax Strategies of the Wealthy
If you’re over 50 retirement isn’t just on the horizon. It’s time to make strategic decisions that will shape your financial security for decades to come.
The good news? With the right strategies, you can maximize what you’ve saved, minimize what you’ll pay in taxes, and ensure you’re making the most Social Security and Medicare. This guide provides 50 actionable tips organized into six essential categories to help you along the way.
RETIREMENT PLANNING
8 Retirement Mistake to Avoid
Retirement mistakes are rarely obvious in the moment, but decisions around Social Security, taxes, Medicare, withdrawals, healthcare, and estate planning can quietly reshape how much income you keep and how long your money lasts.
This guide breaks down eight of the most common planning mistakes affluent pre-retirees and retirees make, and shows how a more coordinated strategy can help you avoid unnecessary tax bills, surprise costs, and decisions you may not be able to undo.
RETIREMENT PLANNING
When Does it Make Sense to Retire?
Retirement is not just a date on the calendar, it is a decision that depends on whether your income plan can withstand market volatility, healthcare costs, Social Security timing, taxes, Medicare surcharges, and the possibility that you leave work earlier than expected.
This guide walks affluent pre-retirees through the five questions that matter most before stepping away from work, helping you determine whether your plan is truly ready or whether hidden risks could make retirement feel less secure than it should.
RETIREMENT PLANNING
Madison Partners Retirement Planning
This checklist provides a clear starting point for organizing the key decisions that can shape your retirement, from income planning and Social Security to taxes, healthcare, investments, and legacy goals.
Use it to identify gaps, ask better questions, and feel more confident that the major pieces of your retirement plan are working together.
