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Resources

Retirement Checklist

Retirement Checklist

Ideal for anyone near or in retirement, there are a handful of easy “thought exercises” you must do that can make or break your retirement plans.  These 3 pillars are essential to a successful retirement plan.


Here’s a taste of what’s inside:

  • Learn the 24 critical questions you need to ask yourself
  • Uncover commonly overlooked “blind spots” from your current retirement plan
  • Discover the steps you need to take during the years leading up to your work-free life!


Keys to Retirement Success Workshop from January 2023

Slides

File Retention

File Retention

Know what to save, what to shred, and how long you need to hang on to documents.


Our document retention guide covers:

  • Tax documents
  • Legal documents
  • Healthcare documents
  • Asset & debt related documents
  • and more

Budget With Only 4 Numbers

Download the 4 F Budget Template


College Money Report™

College Money Report™

Your College Money Report™ from the NAPFA Foundation College Affordability Project gives you answers to 3 critical things every family needs to know before entering the college funding maze.

  1. How much colleges think you can afford.
  2. If you will qualify for grants and/or scholarships.
  3. How much you will be expected to pay out of pocket.

Once you have your report, schedule an appointment to explore cost reduction options.

Tax Planning Guide

Tax Planning Guide

Since tax law changes happen constantly, there’s plenty of historical data and lessons we can apply to today’s uncertainty.  Take a few minutes right now and read this guide.

Inside, you’ll learn essential strategies you can use TODAY to harness tax savings in any climate.

  • Inside, you’ll learn: Why you should run FAST toward the opportunities hiding inside tax uncertainty
  • How to tap into 5 specific savings strategies to steady the tax change “roller coaster”
  • When “I’ll wait and see” works, when it doesn’t, and when it creates messy financial explosions
Social Security Timing Guide

Social Security Timing Guide

This 5-minute guide breaks down over 2,700 Social Security claiming rules.

You’ll be shown step-by-step how to…

  • Choose what age to claim Social Security to maximize your benefit potential
  • Reduce your tax exposure by factoring in these key considerations
  • Prepare for retirement by learning how to file for Social Security
Physician Financial Guide

Physician Financial Guide

…this 5-minute guide will show you how to leverage the 5 critical elements of your personal strategy to build wealth and create a better future for yourself and the people you love—starting right now.