We are here to answer your questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth. Browse the resource library here—we invite you to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to be your one-stop-shop for all things financial, so please feel free to reach out if you have any questions!
The IRA Tax Bomb
Download Now!
Tax Resources
Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.
Tax Calendar
2025 Important Deadlines
Tax Forms
A full set of downloadable forms from the IRS
Tax Publications
A full set of downloadable publications from the IRS
Tax Rates
Tables to enable you to find your federal marginal income tax rate
Featured Videos
Browse through our animated videos to learn about financial principles that can help you whether you are busy accumulating and growing wealth, getting ready to retire in five to 10 years, or living in retirement now. One of our biggest goals is to educate consumers about financial matters, and we hope these videos help make things clearer.
Family & Finance with Joel & Micah Broersma
Watch Our Video
Why Ben Ruiter & Bryan Geurink Chose Financial Planning
Watch Our Video
Define Your Retirement with Ben Ruiter & Bryan Geurink
Watch Our Video
Retirement Taxes with Ben Ruiter & Bryan Geurink
Watch Our Video
Plan with Purpose, Not Guesswork with Joel Broersma
Watch Our Video
All About Estate Planning with Joel Broersma
Watch Our Video
Informational Animated Videos
Downloadable Whitepapers
It’s our goal to make complex concepts simple to understand and our whitepapers are designed to help you learn more about the basics when it comes to finance and retirement issues. Please download and review these whitepapers at your leisure, and feel free to contact us if you have any questions about what you’ve read.
News & Blog Articles
The articles on our blog are designed to teach you about financial concepts that can help you in your pursuit of financial independence, attaining greater wealth, investing wisely, saving for retirement, retiring someday, paying for college for your kids, putting an estate plan in place, and many other topics. Be sure to bookmark it and come back regularly!
Why Long-Term Care is an Important Part of a Financial Plan
Why Long-Term Care is an Important Part of a Financial Plan
Personal Finance: The Importance of Starting Early
Personal Finance: The Importance of Starting Early
Why Estate Planning is About More Than Money
Why Estate Planning is About More Than Money
