COMPLIMENTARY
RETIREMENT
FINANCIAL PLANNING
BOOKS
Smart Strategies Start with Smart Reading
At Matthew James Tax & Wealth Management, we believe informed decisions are empowered decisions. That’s why we offer up to three complimentary books—hand-selected to help pre-retirees, retirees, and high earners across Louisiana make sense of retirement planning, tax strategies, and legacy building.
These bestselling financial books are yours to keep—no obligation, just insight.
📘 The Power of Zero
by David McKnight
Discover how to eliminate or greatly reduce taxes in retirement. This book breaks down the benefits of shifting assets to tax-free accounts before future tax hikes arrive—and offers a game plan to protect your income long-term.
📘 Stress-Free Retirement
by Patrick Kelly
Retirement doesn’t have to be stressful. Learn how to reduce market risk, secure lifetime income, and preserve what you’ve worked hard to build. Patrick Kelly explains complex financial concepts with clarity and purpose.
📘 The Bucket Plan
by Jason L. Smith
Retirement doesn’t have to be stressful. Learn how to reduce market risk, secure lifetime income, and preserve what you’ve worked hard to build. Patrick Kelly explains complex financial concepts with clarity and purpose.
