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Magellan Tax, LLC
  • Home
  • Our Team
  • About Us
  • Services
  • Events
  • Resources
  • Contact Us

Articles

Financial planning is a complex process. There are numerous pieces to coordinate, such as income planning and taxes, retirement matters, and, unfortunately, matters like the death of a spouse or family member. At the same time, our tax laws are ever-changing. Planning and staying current with your financial planning is very important. To assist you with some of these matters, we are providing some information (of a general nature) for your consideration.

Personal Financing

Maintaining Your Financial Records (pdf)Download
Financial Planning: Helping You See the Big Picture (pdf)Download

Protection Planning

Five Questions about Long-Term Care (pdf)Download
Health Savings Accounts (pdf)Download
Health-Care Reform Changes Affecting Seniors (pdf)Download

Estate Planning

Key Estate Planning Documents You Need (pdf)Download
Donor-Advised Fund (pdf)Download

Retirement Planning

Reaching Retirement: Now What? (pdf)Download
Paying the Bills: Potential Sources of Retirement Income (pdf)Download
How Much Annual Income Can Your Retirement Portfolio Provide? (pdf)Download

Specific Situation

Adjusting to Life Financially after a Divorce (pdf)Download
Financial Survival After a Job Loss (pdf)Download
Death of a Family Member Checklist (pdf)Download
Women: Moving Forward after the Loss of a Spouse (pdf)Download

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