Books
Jim Sloan’s books are written to help individuals approaching retirement put the relevant facts, questions and financial considerations on the table before making important decisions.
Explore Jim’s BooksFinancial Education for Life’s Important Decisions
Explore Jim’s collection of books addressing retirement income, taxes, healthcare, financial independence and the decisions that can affect your financial future.
The Financially Informed Investor
Gain a clearer understanding of the financial concepts, strategies and questions investors should consider when making important decisions about their money and retirement.
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How to Avoid Huge IRA Tax Traps
An educational look at IRA-related tax concerns and the questions retirement savers should consider before making important financial decisions.
The Financially Informed Retiree
Financial information created to help those approaching or living in retirement better understand the decisions that may affect their income, assets and future.
What Is Your Plan When Your Health Fails?
A thought-provoking guide to preparing for the financial and personal decisions that can arise when health circumstances change.
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The Financially Informed Woman
A financial education resource addressing the planning questions and life decisions women may encounter while preparing for their financial futures.
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The Financially Informed Boomer
A practical financial resource for baby boomers navigating retirement planning, income decisions and the transition into the next stage of life.
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