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)
- ▸Financial Planning: Helping You See the Big Picture(pdf)
Protection Planning
- ▸Five Questions about Long-Term Care(pdf)
- ▸Health Savings Accounts(pdf)
- ▸Health-Care Reform Changes Affecting Seniors(pdf)
Estate Planning
- ▸Key Estate Planning Documents You Need(pdf)
- ▸Donor-Advised Fund(pdf)
Retirement Planning
- ▸Reaching Retirement: Now What?(pdf)
- ▸Paying the Bills: Potential Sources of Retirement Income(pdf)
- ▸How Much Annual Income Can Your Retirement Portfolio Provide?(pdf)
Specific Situation
- ▸Adjusting to Life Financially after a Divorce(pdf)
- ▸Financial Survival After a Job Loss(pdf)
- ▸Death of a Family Member Checklist(pdf)
- ▸Women: Moving Forward after the Loss of a Spouse(pdf)