Resources
Guides and articles to help you plan with confidence.
Good decisions start with good information. Our Resources section brings together free guides and plain-language articles on the topics that matter most to people near retirement, from taxes to Social Security to income that lasts.
Free guides
Start with a guide built by our CFP®-led team. Each is free and designed to be genuinely useful on its own.
The Tax Playbook
The tax moves most retirees miss, and why the IRS is your biggest retirement expense.
Roth Conversion Guide
When converting to a Roth makes sense, and when it does not.
Social Security Timing
A simple way to think through your optimal claiming age.
Retirement Tax Checkup
A quick self-audit of your retirement tax exposure.
Articles
Browse our latest articles on retirement planning, taxes, investing, and more. New pieces are added regularly.
How to Reduce Taxes in Retirement: A 2026 Texas Guide
Texas charges no state income tax on retirement income, so the federal bill is usually the single largest expense a
How to Turn Your Portfolio into Retirement Income
Turning a portfolio into retirement income means solving three problems at once: protecting several years of spending from market declines,
When Should You Take Social Security? A Clear Guide
You can claim Social Security as early as 62, and waiting until 70 produces the largest possible monthly benefit. Claiming
How this connects to The Legacy Blueprint
Every guide and article reflects the same coordinated philosophy behind our planning. When you are ready to apply it to your own situation.
Ready to go beyond the guides?
A free assessment turns general information into a plan built for you. About 15 minutes, no cost, no obligation.
Prefer to talk first?
Disclosures: Investment advisory services are offered through Kraus Capital, a registered investment adviser. Advisory services are only offered to clients or prospective clients where Kraus Capital and its representatives are properly licensed or exempt from licensure.
Brian Kraus is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® marks are owned by the Certified Financial Planner Board of Standards, Inc. and are used in accordance with CFP Board guidelines.
Charles Schwab serves as the independent custodian for client assets. Kraus Capital is not affiliated with, and does not receive compensation from, Charles Schwab for custodial services. No strategy assures success or protects against loss. Past performance is not a guarantee of future results.
See our Privacy Policy and Form CRS for more information.