Welcome to our
Financial Resource LibraryÂ
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Free guides designed to help you make smart money moves in every life stage.
Whether you're planning for retirement, navigating a career shift, or just getting serious about your finances, our curated guides offer clarity and confidence for the road ahead.
Family Financial Conversation Guide
How to Talk with Your Children About Money, Legacy, and the Future
Preparing the next generation starts with open, thoughtful conversations. This free guide is designed to help you talk with your children about money, values, and the legacy you’re building. Inside, you’ll find practical tips, conversation starters, and a sample agenda for a family financial meeting—everything you need to begin the dialogue with confidence and care.
I want the conversation guide!Life Stages | Teens, 20s, 30s and Beyond
Life Circumstances
Looking for More In-Depth Guidance?
Check out our book: The Retirement Income Toolkit
Written by our managing partner, R. Sherwood Greer, CFP®, RICP®
Gain step-by-step insight into creating a reliable income stream in retirement. This practical guide walks you through Social Security strategies, investment planning, and how to avoid common pitfalls—so you can retire with clarity and confidence.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures