This is a personalized, confidential report covering every important facet of your financial life. It is based on a straightforward questionnaire 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.

$120.00 for SBLI friends and family (regular price $150.00)

This is a personalized, confidential report covering every important facet of your financial life. It is based on a straightforward questionnaire 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.

$120.00 for SBLI friends and family (regular price $150.00)

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

$200.00 for SBLI friends and family (regular price $250.00)

     You Can Do It!

The Boomer's Guide to a Great Retirement

hardcover, signed by Jonathan.

$21.50 for SBLI family and friends (regular price $26.95)

CD version $24.00 for SBLI family and friends (regular price $29.95)

(Click here to order via the Internet)

You Can Do It! The Boomer's Guide to a Great Retirement
A large print version 

$21.50 for SBLI family and friends (regular price $26.95)


(Click here to order via the Internet)

Subscribers receive a timely and objective analysis of investment opportunities every three months. Comments on Jonathan's  "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.

Annual subscription rate:  $12.00 (emailed) or $14.00 (First Class Mail) for SBLI 
friends and family.  Regular price $15.00 (emailed) and $18;.00 (First Class Mail).

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

$56.00 for SBLI friends and family (regular price $75.00)

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.

$16.00 for SBLI friends and family (regular price $20.00)

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

$3.00 for SBLI friends and family (regular price $5.00)

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

$8.00 for SBLI friends and family (regular price $10.00)

$1.60 Each or 6 for$8.00 for SBLI family and friends (regular price $2.00 each or 6 for $10.00)

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

$56.00 for SBLI friends and family (regular $75.00)

Click Here to Download an Order Form