Welcome to Drake & Associates Library

Educational resources to help you up
your retirement know-how.

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Budget Worksheet
529 College Savings Plan

Retirement Planning

Inflation and Your Retirement

Are you prepared for rising costs?

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What to do in a Down Market

Market downturns are inevitable. Here’s why staying the course matters.

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Your Retirement Income Planning Checklist

Explore 10 Topics That Can Help You Prepare For Your Financial Future

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Estate Planning

The Greatest Gift

Outline Your Wishes With An Estate Plan

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Social Security

Tax Strategies for Retirement

Buckets Create Tax Choices

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Taxes

Are You Paying Too Much

Taxes in Retirement

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Tax Strategies for Retirement

Buckets Create Tax Choices

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