I want to send you a free copy of my book “Planning for Survival, The Great Retirement Conundrum” which has been certified, the number one best seller by Amazon for financial literacy.

This engaging guide walks you through each phase of your financial life cycle. It covers everything from teaching your children about money to college planning — all the way to income and legacy planning in retirement. The book highlights issues to consider at each stage of your financial life and provides easy-to-follow action steps at the end of each chapter to get you started. Jay Levy’s 40 years of experience in the financial industry gives him a unique insight into exactly what it takes to successfully navigate your financial life. His conversational style never leaves you bogged down in “financial-ese.” This quick and easy read is packed with information you can use — regardless of age or where you are on your financial journey.