Library

White Papers and Guide books
DOWNLOAD

This white paper covers a 2015 ruling from the IRS that places new restrictions on the number of “indirect rollovers” from one IRA to another that investors can do annually. This ruling only affects indirect rollovers, where money isn’t sent directly from one financial trustee to another.

DOWNLOAD

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.

DOWNLOAD

The financial needs of same-sex couples are no different from those of any other couple—you want to provide for each other, your families, and yourselves. However, constantly evolving legislation and judicial decisions have created enormous financial planning complexities. You may feel overwhelmed or confused by all of the information and need help to understand how to best plan for your future.

DOWNLOAD

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.

DOWNLOAD

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.

DOWNLOAD

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.