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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.

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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.

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Webinar Replay:  5 Estate Planning Essentials

Many of us feel some anxiety about the state of our estate planning and may not be sure of the things we should be doing. In this webinar, I hope to help you understand the urgency of getting certain documents set up, whether you are doing it for the first time, or updating them.  Watch the replay of our webinar to learn important estate planning measures to have in place.

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Webinar Replay:  Life After Work

Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will your income come from? How can you make it last? Watch the replay of our webinar to help you start thinking about your next phase of life and what you'll need to do to prepare for it.

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Webinar Replay: 30 Minutes on Medicare Basics

If you are age 60 or over, are concerned about retirement health care expenses and want to understand how to begin making important Medicare decisions, this webinar is for you!  Watch the replay of our webinar to learn what you need to know about health care when planning your retirement.

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Medicare Checklist

Medicare is a complicated government program. Use this checklist to help you navigate the enrollment process.

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