The Complete True North Financial Education Library: All 28 Ebooks + All Bonus Content — Over $5,500 in Value for Only $397

Every Financial Topic That Matters. Every Bonus Resource. One Complete Library.

30 comprehensive plain-English financial education ebooks. 30 podcast MP4s. 30 explainer videos. 30 slide decks. Every topic that matters most to high-income households, business owners, retirees, landlords, and serious investors — all in one place, for one price.

The Complete True North Financial Education Library gives you instant access to every ebook True North Wealth Management has published, updated for 2026, along with every companion resource included with each title. Purchased individually, the ebooks and bonus content total over $6,00 in value. As a bundle, you get everything for just $497.

All 28 Ebooks Included

📘 1. RMDs, QCDs & Tax-Smart Retirement Withdrawals
A practical guide to required minimum distributions, qualified charitable distributions, and tax-efficient retirement withdrawal sequencing.

📘 2. Medicare, IRMAA & Enrollment Pitfalls
The 2026 guide to avoiding costly Medicare mistakes, understanding IRMAA surcharges, and navigating enrollment windows correctly.

📘 3. Retirement Plans for Small Business Owners
The 2026 guide to SEP IRA, SIMPLE IRA, Solo 401(k), and Defined Benefit Plans for self-employed individuals and small business owners.

📘 4. Social Security Claiming Strategies for Couples, Widows & Divorced Spouses
The 2026 filing guide for maximizing Social Security benefits across different household situations.

📘 5. Capital Gains, Tax-Loss Harvesting & the Wash Sale Rule
The 2026 tax-aware investing guide for managing gains, harvesting losses, and avoiding costly wash sale mistakes.

📘 6. How to Help Your Child Through College Without Destroying Your Retirement
The 2026 parent's planning guide for balancing college funding with retirement security.

📘 7. Inherited Accounts, Beneficiary Mistakes & Step-Up in Basis
The 2026 guide for heirs and families navigating inherited IRAs, beneficiary designations, and step-up in basis rules.

📘 8. Pass-Through Entity Tax, LLC vs. S Corp & Owner Compensation
The 2026 small business tax structure guide for choosing the right entity and optimizing owner compensation.

📘 9. Roth Conversion Playbook
The 2026 guide to Roth conversions, IRMAA planning, RMD strategy, and long-term retirement tax optimization.

📘 10. Financial Aid, FAFSA & College Cash-Flow Planning
The 2026 family guide to paying for college smarter — understanding financial aid, FAFSA strategy, and cash-flow planning.

📘 11. Special Needs & Disability Financial Planning
The complete guide to long-term support, government benefits, ABLE accounts, and family financial stability for special needs households.

📘 12. Buy-Sell Agreements & Life Insurance Funding
The 2026 business succession planning guide for owners navigating buy-sell structures and life insurance funding strategies.

📘 13. Can I Retire in 5–10 Years?
The 2026 retirement readiness guide for households in the final planning window before retirement.

📘 14. Concentrated Stock & Stock Compensation Decisions
The 2026 guide to RSUs, ESPPs, stock options, and tax-smart diversification for employees and executives.

📘 15. 529 Plans, Coverdell Accounts & 530A Trump Accounts
The 2026 family guide to education savings vehicles, contribution rules, and tax-efficient college funding strategies.

📘 16. Estate Planning Basics for Alaska Families
The 2026 guide to wills, trusts, powers of attorney, and protecting your family's financial future.

📘 17. Estimated Taxes for 1099s, Side Income & Business Owners
The 2026 guide to quarterly estimated taxes, safe-harbor rules, and avoiding underpayment penalties.

📘 18. Divorce, Widowhood, Job Loss & Sudden Wealth
The 2026 financial first steps guide for navigating major life transitions with clarity and confidence.

📘 19. Selling a Business: Tax & Exit Planning Before You Sign
The 2026 guide for business owners navigating deal structure, tax strategy, and exit planning before a sale.

📘 20. How to Stay Invested When Markets Get Ugly
The 2026 guide to surviving market volatility, avoiding behavioral mistakes, and staying on plan when it's hardest.

📘 21. HSA Strategy: Health Savings Accounts, Triple Tax Benefits & Long-Term Planning
The 2026 guide to maximizing HSA contributions, investment strategy, and long-term tax-free healthcare funding.

📘 22. Insurance Decisions: Life, Disability, Long-Term Care & Umbrella Coverage
A risk-first framework for evaluating household insurance coverage across all four major categories.

📘 23. The QBI Deduction Guide for Small Business Owners
A plain-English guide to Qualified Business Income, Section 199A, SSTB rules, and year-end tax planning — updated for the OBBBA permanent extension in 2026.

📘 24. Cash, CDs, Treasuries, I Bonds & Bond Funds: Where Should Safe Money Go?
A practical framework for matching safe money to its job — emergency reserves, short-term savings, or conservative investing.

📘 25. Tax-Efficient Investing for Real Families
A clear guide to asset location, tax drag, and after-tax wealth building across taxable, tax-deferred, and tax-free accounts.

📘 26. Rental Property Tax Strategy & 1031 Exchanges
A comprehensive guide to rental property deductions, depreciation, basis tracking, gain planning, and 1031 exchange evaluation.

📘 27. How to Build Retirement Income That Lasts
A practical framework for turning savings into a durable retirement paycheck covering Social Security timing, withdrawal strategy, and sequence risk.

📘 28. Tax Planning for High-Income Households
A proactive year-round tax planning guide covering bracket management, capital gains strategy, Roth conversions, charitable giving, and Medicare IRMAA.

📘 29-30. Two bonus courses
Get two bonus courses and ebooks!

🎁 Every Ebook Includes a Full $197 Bonus Bundle

Each of the 28 ebooks comes with three companion resources:

• 🎙️ Podcast MP4: A full-length audio-video deep dive on the ebook’s core topic — perfect for learning on the go or reviewing with an advisor.
• 🎬 Explainer Video: A clear visual walkthrough of the key framework — ideal for sharing with a spouse, partner, CPA, or financial advisor.
• 📊 Slide Deck: The complete presentation slides from the explainer video, formatted for easy reference at any time.

That’s 30 ebooks + 30 podcast MP4s + 30 explainer videos + 30 slide decks — 120 resources in total.

Why Buy the Bundle?

• Unbeatable value: Over $6,000 in individual retail value for just $497
• Complete coverage: Taxes, investing, retirement, insurance, real estate, college planning, business succession, estate planning, and more
• Plain English: Every resource is written and produced for real households, not financial professionals
• Instant access: Download everything immediately after purchase
• Updated for 2026: All content reflects current tax law, rates, and planning considerations

Who This Bundle Is For

This library is designed for high-income households, business owners, pre-retirees, retirees, landlords, investors, and anyone who wants a comprehensive, plain-English financial education resource they can return to again and again. Whether you’re making a major financial decision, preparing for a meeting with your advisor, or building a stronger foundation for your household’s financial plan — this is the most complete resource True North Wealth Management offers.

Important Disclosure: All ebooks and companion resources in this bundle are for general educational and informational purposes only. They do not constitute personalized tax, legal, investment, insurance, accounting, or financial advice. Before acting on any information in this bundle, consult with the qualified professionals appropriate for your situation. True North Wealth Management is a registered investment advisor in Alaska.