Advantage Wealth Partners · Investor Resources
Investor Resources
Books, planning guides and written research from the team, collected in one place.
White Paper The Itinerary The flagship of the series: income, tax strategy and legacy examined together rather than in isolation, so the whole retirement journey is planned as one route. Read the White Paper
More Resources
- Exclusive Guide 2026 Tax Plan Playbook Five tax decisions that quietly shape your retirement: tax drag, the timing window between retirement and RMDs, Roth conversions, withdrawal order, and how Social Security and RMDs interact. Read
- Book Making Waves in Retirement Alfie’s book on navigating retirement from waypoint to waypoint: market volatility, health care costs, taxes and the decisions in between. Request a complimentary copy. Read
- Part II · Income · September 15 Cruising Altitude How much income the journey requires, and how to design it. Coming Soon
- Part III · Tax Planning · October 15 Clearing Customs Keeping more of what travels with you. Coming Soon
- Part IV · Legacy · November The Connecting Flight What passes to the next generation, and how it lands. With Jonas Weatherbie, Esq. Coming Soon
- Part V · Action · December Wheels Up Permission to live what you built. Coming Soon
- Book Passport to Prosperity Alfie’s next book. We will share more here as it gets closer. Coming Soon
- Guide Women & Wisdom Workbook A companion workbook from the Women & Wisdom series. Coming Soon
New material is added as the team publishes it. Ask your advisor if there’s a topic you’d like covered.