Keeping you well-informed
We have assembled a selection of white papers and fact sheets to help you gain new insight into important financial matters and help you become more knowledgeable on subjects that may impact your life. As always, if you have any questions, feel free to contact us.
WHITE PAPERS & FACT SHEETS
- Maximizing Your Social Security Retirement Benefits
- The Healthcare Wild Card
- Planning for Higher Medicare Taxes
- Maximizing Your Social Security Retirement Benefits
- Planning for Higher Medicare Taxes
- Rolling Over Money to an IRA
- Understanding the Final Phase of Cost Basis Reporting
- Retirement Readiness Checklist
- Planning for Long-Term Care
- Developing a Successful Estate Plan
- Planning for Retirement: The Healthcare Wild Card
- Net Unrealized Appreciation Investor Guide
- Your Detailed Budget
- Your Financial Inventory
- Year-End Tax Planning Opportunities
- Keeping Track of Your Financial Records
- Exploring Alternative Investments
- Working with a Financial Advisor
- 2024 Tax and Retirement Information
- Investment Policy Questionnaire
- 2024 Retirement Plan Contribution Chart
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®, 
