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Resources

Check out these free resources to help you build your financial future.


Buying A Home

Buying a home is one of the biggest financial decisions you'll make.  Get our Buying A Home Checklist to make the financial transition smoothly.

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2021 Retirement Planning Calendar Checklist

Use this calendar checklist to look ahead throughout the year to track important deadlines and actions you must take for your finances and health care.

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Key Financial Data

Taxes are due just around the corner.  Use this for a clear break down of tax schedules, credits and deductibles.

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New Year Planning Checklist

A New Year brings new opportunities. Make 2021 your best and wisest financial year yet by making sure you cover all the angles.

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Webinar Replay:  How Tax Planning Changes During 4 Stages of Retirement

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties.  Watch the replay of our webinar to learn what's involved in creating a retirement tax strategy.

CLICK HERE TO WATCH

Webinar Replay:  Savvy IRA Planning for Baby Boomers

A lot of people have a plan for accumulating money for retirement, but far too often, that’s where the planning stops. That’s not good enough. The reality is that a sound distribution strategy – in other words, a plan for taking money out of your retirement accounts – is just as important, if not more so. Watch the replay of our webinar to learn strategies to help you save taxes and get more out of your IRA.

CLICK HERE TO WATCH



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