Here is my stockpile of consumer-education reports on Investing and Money Management related topics I have created for you to send with your client newsletter and other marketing efforts (per our agreement).   If you would like to view all  the reports, visit the stockpile home page.

Please note, all content on this page and the links and downloads are my intellectual property and copyright protected.  Please be a good guy and respect that.  You know, the Golden Rule and all.

If you are one of my treasured subscribers, welcome back!   Happy shopping for the report that is a good fit for your publication!  If you are a visitor, then mosey over to this page for a “FREE + Shipping” offer and to see how you can get these reports for your own use.

IM1, “Correctly Designating Your Life Insurance Beneficiary: Don’t Disinherit Your Grandchildren!”  Learn how to correctly title your beneficiary so it accurately reflects your wishes.

IM2, “Credit Insurance: Sweet Deal or a Waste of Money?”  Chances are you receive dozens of offers for credit life, credit disability and/or involuntary unemployment insurance each year. If you haven’t accepted the offer you may have at least wondered, “Should I?” Here’s your answer!

IM3, “Does Your Financial Plan Cover ‘The Widow’s Gap’?”  This report explains what the “widow’s gap” is, who it affects and more importantly, gives you a suggestion so your loved ones are safe and protected.

IM4, “Financial Records: Keep Forever, Save for a Year or Throw Away?”  This is a simple guideline on what to do with your financial records after your tax return is sent to Uncle Sam.

IM5, “How to Find and Claim Your Long-Forgotten Money!”  Did you know there is an online, searchable database of unclaimed money and property that can be yours with a short claim form and a 44 cent stamp?  Start the New Year with extra money by following the simple instructions in this report!

IM6, “How to Protect Your Financial Legacy from Creditors and Predators”  Not all heirs are equal.  Do you have special circumstances with your beneficiaries that worry you?  Find how to plan well for nearly every eventuality.

IM7, “Should You Take a Lump Sum Distribution of Your Retirement Account?”  Read this report to learn what a lump sum distribution is and to learn retirement planning options.

IM8, “CDs: Protect Your Money by Checking Fine Print”  If you’re one of the many Americans who have turned to CDs for low-risk investment, read this report to protect your asset.

IM9, “Tips and Tricks of Beneficiary Designations”  Will the right heir receive your assets… or not?  Make sure your beneficiary designations on all your financial documents are correct and up-to-date using the information provided in this report.

IM10, “7 Questions to Investigate Before You Invest!”  If you’re investing, do your homework an read this report.

IM11, “7 Tips on How to Lower College Costs”  A college education is one of the biggest expenses of a lifetime.  It may even cost more than a house!  This report gives you seven tips on how to save money and still get a good education.

IM12, “A Parent’s Guide: Preparing Your Child for College”  It’s never too early or too late to help your child prepare for college. What can you, as the parent, do to assist your child academically and financially?  This report gives you grade-by-grade steps.

IM13, “Don’t Pay Taxes on Money You Didn’t Get!”  Did you know the IRS can tax you on money in a tax-deferred IRA that you did not withdraw?  In this report, find out the rules and how to avoid this penalty.

IM14, “Should You Take Your Retirement Benefits with You?”  If you leave an employer, what can you do with your retirement benefits saved there?  Good questions!  Your basic options are explained in this report. Call if you’d like to know how these apply to your specific circumstances.

IM15, “Warning! Protect Your Inheritance from Identity Thieves”  Identity theft is a growing problem but what doesn’t make the news is how easy it is to steal the key data of the recently deceased.  Find out the steps you should take to protect the good name and assets of your family.

IM16, “What Are Life Insurance “Accelerated Benefits”?”  Do you have benefits in your life insurance policy (even term!) that you didn’t know about?  Find out in this report.