Resources

Checklist – A comprehensive checklist to help assure that your financial house is in order.

Budget -  An easy to use spreadsheet to track all of your household expenses.

Retirement Expense Analysis Worksheet

 


TOPICAL READING

2018 Outlook

 

EDUCATION PLANNING

Saving for College

Introduction to College Financial Aid


ESTATE PLANNING STRATEGIES

Five Most Important Estate Planning Documents

Understanding Beneficiary Designations

Guide to Estate Settlement

 

MEDICARE/HEALTHCARE/SOCIAL SECURITY

Social Security and Your Retirement

Long-term Care & Retirement

Medicare Basics


TAX INFORMATION

Understanding the Taxability of Investments

Understanding Capital Gains and Losses

2018 Tax Planning Tables