The Complete Library

Every book we make.
One price.

The Complete Rulebook, plus three playbooks that go deeper on three of the biggest money jobs: catching up on retirement, getting out of debt, and leaving your family a plan.

Get all four books, $168 $99

Bought one at a time: $27 + $47 + $47 + $47 = $168. You save $69.

  • Ten printable PDFs
  • Instant download
  • 14-day refund

What is in each book

Real pages from every book. Tap any page to see it full size.

The Complete Rulebook cover

The Complete Rulebook

Start here. The money habits rich families pass down, and the paperwork that protects what you have built.

7 printable books · the plan, the words, the Family Binder, and all 77 guides

  • Your plan, the seven money habits, and Your First 30 Days
  • Ten scripts for money talks with family, salespeople and advisors
  • The papers every family needs, and a living trust in plain words
  • The Family Binder: where everything is, filled in once
  • The Library: all 77 guides, printed in full in six books
  • This Year’s Numbers: the 2026 limits in one place

On its own: $27

The Complete Rulebook page: A money habit, with what to do this week
A money habit, with what to do this week
The Complete Rulebook page: What to say when family asks to borrow
What to say when family asks to borrow
The Complete Rulebook page: The Family Binder
The Family Binder
The Retirement Catch-Up Playbook cover

The Retirement Catch-Up Playbook

For anyone over 45 who feels behind. A plain plan for catching up, and the dates that cost money if you miss them.

9 chapters · 6 fill-in worksheets · 5 scripts for the calls · 4 checklists

  • Find Out Where You Stand
  • The Order of Money
  • The Catch-Up Rules
  • Roth, Traditional and the HSA, in Plain Words
  • When to Claim Social Security
  • Medicare: The Dates That Cost Money
  • The House
  • Fees, Products and the Traps Sold to People Your Age
  • Working Longer, and Taking Money Out

On its own: $47

The Retirement Catch-Up Playbook page: My Catch-Up Plan, on one page
My Catch-Up Plan, on one page
The Retirement Catch-Up Playbook page: The larger catch-up at 60 to 63
The larger catch-up at 60 to 63
The Retirement Catch-Up Playbook page: My Social Security Plan
My Social Security Plan
The Debt-Free Rules cover

The Debt-Free Rules

For anyone carrying card or medical debt. Every debt on one page, the order to pay it, and the exact words for every call.

9 chapters · 6 fill-in worksheets · 6 scripts for the calls · 4 checklists

  • Every Debt on One Page
  • Choose Your Payoff Order
  • The Call That Lowers Your Rate
  • Moving Debt: Transfers, Loans and the House
  • The Right Help and the Wrong Help
  • When a Collector Calls
  • Medical Bills, Handled Calmly
  • Protect Your Credit on the Way Out
  • Debt-Free for Good

On its own: $47

The Debt-Free Rules page: My Debt-Free Plan, on one page
My Debt-Free Plan, on one page
The Debt-Free Rules page: Every Debt I Owe
Every Debt I Owe
The Debt-Free Rules page: The debt validation letter, word for word
The debt validation letter, word for word
The Family Legacy Kit cover

The Family Legacy Kit

For parents and grandparents. The binder your family will need if something happens to you, and the steps to get the legal pieces done.

8 chapters · 14 binder pages to fill in · 4 scripts · 4 checklists

  • Instructions, Not Puzzles
  • Every Account, and Who It Goes To
  • The House
  • Your Digital Life
  • The Legal Set
  • Getting It Done With an Estate Attorney
  • Final Wishes, Pets and Dependents
  • Handing It Over and Keeping It Current

On its own: $47

The Family Legacy Kit page: My Legacy Plan, on one page
My Legacy Plan, on one page
The Family Legacy Kit page: Who to Call First
Who to Call First
The Family Legacy Kit page: The first 72 hours, for your family
The first 72 hours, for your family

The math

The Complete Rulebook$27
The Retirement Catch-Up Playbook$47
The Debt-Free Rules$47
The Family Legacy Kit$47
Bought one at a time$168
The Complete Library$99

All four books, $69 less.

Ten printable PDFs that stay in your family: the rules, the plan for the money you will live on, the way out of debt, and the binder your family will need.

Get the Complete Library, $168 $99

Only want the Rulebook? It is $27 on its own.

Our promise

Read them. Use them. If they are not worth $99 to you, email us within 14 days and we will refund every dollar.

Questions people ask

I already bought the Rulebook. Do I pay for it twice?

No. Get the three playbooks on their own as the Playbook Set for $72. With the $27 you already paid, your total is the same $99. Get the Playbook Set, $72

How do I get it?

You download ten PDFs the moment you pay, and we email you the link too. Read them on a phone, tablet or computer, or print them at home, at a library or at any office store.

Is the print easy to read?

Yes. Every book is set in large, high-contrast type, made to print at home and fill in with a pen.

Are the numbers current?

Each book ends with This Year’s Numbers, checked against the IRS, Social Security, Medicare and CFPB sources as of October 2026, with the source next to each figure.

What if it is not for me?

Email us within 14 days for a full refund.

Is this financial or legal advice?

No. It is general education. Rules vary by state and change over time, so check current figures and talk to a professional before you act. The worksheets help you walk into that meeting prepared.

Everything your family needs, on paper.

Four books, ten PDFs, one payment.

Get the Complete Library, $168 $99

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