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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 Dec. 8, 2021


Retirement Income & Market Ups and Downs

Retirement Income & Market Ups and Downs

If you worry about your retirement income changing with the ups and downs of the market, you must ask yourself some critical questions before it’s too late.  

Especially if you’re in the 5 years before or 10 years after retirement.

Here’s what’s inside:

  • The 3 fundamentals to helping you create steady income
  • 26 questions to help you sustain your standard of living
  • How to approach the critical "transitioning" phase

Yearend Tax Planning Workshop from Nov. 17, 2021

Important Numbers 2021


Since the workshop was hosted on 11/17, the House of Representatives passed a few key changes.

  1. The House bill does not increase the income tax brackets or capital gain tax rates.
  2. The state and local tax (SALT) deduction would be increased to $80,000 starting in 2021 instead of 2022.
  3. The backdoor Roth IRA is prohibited starting in 2022 (again).

 The bill now goes back to the Senate.

College Money Report™

College Money Report™

Your College Money Report™ 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.