This is a personalized, confidential report covering every important facet of your financial life. It is based on a straightforward questionare that takes only about 30 minuets to complete. Your personalized report will be mailed to you in about 3 weeks and is filled with information pertaining to your individual financial situation. You may also choose to receive the report in one week by email.

$150.00

This is a personalized, confidential report covering every important facet of your financial life. It is based on a straightforward questionare that takes only about 30 minuets to complete. Your personalized report will be mailed to you in about 3 weeks and is filled with information pertaining to your individual financial situation. You may also choose to receive the report in one week by email.

$150.00

Receive both reports at a reduced price (There's no overlap between the two).

$250.00

You Can Do It! The Boomer's Guide to a Great Retirement
Jonathan's latest book in hardcover.

You Can Do It! The Boomer's Guide to a Great Retirement
CD version of Jonathan's latest book.

You Can Do It! The Boomer's Guide to a Great Retirement
A large print version of Jonathan's latest book.

(available through Amazon.com and Barnes & Noble)

Subscribers receive a timely and objective analysis of investment opportunities every three months.  Comments on his "all-star mutual funds" and investment allocation strategies assure that readers will keep up-to-date on important investment matters.  Helpful, Smart Money Tips are also included in each issue.  Subscribers also receive exclusive access to Jonathan's Secure Web Site that contains his weekly market commentary.  Subscribers may choose to receive their newsletters by mail, email, or fax.  Those who choose email or fax can receive newsletters with additional articles of interest to parents, people preparing for retirement, or retirees.

Receive investment advice, market commentary and smart money tips every week for one year, by email.

$70.00

 

This CD contains computer editable and printable versions of: Personal Record Keeping Organizer, Personal Budget Planner, Statemetn of Personal Assets & Liabilities, College Education Funding Worksheet & Retirement Planning Worksheet.
$20.00

A letter of instructions will help you organize your records and provide important information to loved ones. We reccommend one for each adult family member.

$3.00

This comprehensive guide will help you prepare for a financially comfortable retirement.

$10.00

Receive investment advice, market commentary and smart money tips every week for one year, by email.

$70.00