White Papers and Guide books
This guide covers the steps that need to be taken when a loved one passes away. It instructs who to notify, information to gather, closing accounts, etc, and lays it all out by priority. There’s a lot of grief and stress that happens in these circumstances and the goal for this document is to help lighten that load.
If you’re thinking about investing, you have several paths you could go down. This resource guides you through fundamental questions you should consider before choosing which way to go.
This resource from the Social Security Administration gives an in-depth discussion of a variety of questions about Social Security and Medicare. It’s worth a read whether you’ve already claimed Social Security or you’re planning on doing so soon.
Your financial future depends on a lot of factors. Too many people let poor financial planning affect their future negatively, but you don’t have to. Find out how we can help you design and build a financial plan that will protect you and your family’s future.