Below is a list of downloadable retirement and financial planning resources
We want to be sure that you get your investment, retirement and tax related questions addressed right away, which is why we created this bank of reliable resources. Simply click on any of the ‘download now’ links and your report will be generated immediately.
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WHAT IS BITCOIN?
Bitcoin (BTC) is the first cryptocurrency, a growing asset class of purely digital and decentralized currencies based on cryptography.
STUDENT OF THE MARKET: MARCH 2021
The Student of the Market is our series dedicated to sharing timely insights about investing, the economy and securing your financial goals.
Use this tool as a starting point to see if you are on track to reaching your retirement goals. After reviewing your results, reach out to us if you'd like to dial in your plan.
2021 CONTRIBUTION LIMITS & TAX GUIDE
Use this guide to learn about the 2021 retirement account contribution limits for your 401(k), 403(b), Roth IRA, Traditional IRA and more, along with a tax bracket grid for quick reference.
SOCIAL SECURITY RETIREMENT BENEFITS FAQS
This guide will help answer questions like…
- What happens if I retire at age 60 but do not start collecting until full retirement age (FRA)?
- Can I start collecting benefits and change my mind?
- What will happen to my benefits if I collect but continue to work beyond FRA?
- If I have never worked, am I eligible for any benefits?
- Will my SS benefits be taxable?
- How far in advance can I apply for benefits?
SOCIAL SECURITY RETIREMENT BENEFITS QUICK REFERENCE
This guide can be used as a quick reference for learning about key SSRB timeframes, benefit amounts and important acronyms.
MEDICARE QUICK REFERENCE
This guide will help you understand the key costs and enrollment periods of Medicare. Within it you’ll learn more about…
- Part A: Hospital insurance
- Part B: Medical insurance
- Part D: Prescription drug coverage
- Part C: Medicare advantage
LIFE AFTER DIVORCE
When life brings unforeseen challenges, such as spousal separation or divorce, making decisions can feel overwhelming. Regardless of your role in your finances before, it’s crucial that certain decisions are thoughtfully considered and made. Having the right team of experts support you is vitally important. Use this guide, which includes important actions steps, to keep you focused on the most important “to dos.”