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Guides

It's easy to put your documents in order and make your wishes known with our helpful guides

Select any guide below to view, download, and print. The opinions contained in these materials are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Advisors LLC cannot guarantee or represent that it is accurate or complete.

Retire Happy: A Simple Guide to Your Next Big Adventure

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy.

Essential Planning Guides

Survivors Guide: Financial & Legal Document Organizer

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Helpful Hints for South Florida Seniors

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Estate Planning: Passing on Your Values and Valuables

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Caregiving Planning & Resources

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The Conversation Project: Helping People Talk About Their End-of-Life Wishes

Your Conversation Starter Kit

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Your Conversation Starter Kit: For Families and Loved Ones of People with Alzheimer's Disease or Other Forms of Dementia 

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How to Choose a Health Care Proxy & How to Be a Health Care Proxy

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Focus on LGBTQ

Helpful Hints for LGBTQ Seniors

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Create Your Care Plan: An LGBT Person's Guide to Preparing for Medical Procedures

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Prepare to Care: A Planning Guide for Caregivers in the LGBT Community

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Caregiving in the LGBT Community

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.