Resources

Health Savings Account (HSA) Worksheet

Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mis …
Continue Reading!

4 Things Every Woman Can Do to Prepare for Retirement

Women still encounter challenges, such as lower pay, time out of the workforce for parenting, and longer life expectancies, that make us uniquely vulnerable when planning for retirement. Download this guide to learn the 4 things that you can do to help be more financially confident in retir …
Continue Reading!

Moving?

Whether you are purchasing your first home or deciding on where you want to spend your winter during retirement, moving is a large and stressful undertaking. There are a lot of questions to ask: should I rent or buy, how large of a down payment do I need, how much rent can I afford, how …
Continue Reading!

Applying for Social Security?

Regardless of how much is in your retirement accounts, Social Security is a major part of every retirement plan. Below you will find resources that will help you apply for the program and answer a lot of questions you may have. Download Guide
Continue Reading!

Enrolling in Medicare

Are you preparing to join the roughly 15 percent of the United States population enrolled as Medicare beneficiaries? (AARP) We have pulled together resources for you to get informed and up to date on what Medicare will do for you and the enrollment process. Download Guide
Continue Reading!

Getting Married?

You are getting married (or at least thinking about it)!  Congratulations! We are sure there are plenty of people telling you what flowers are best, which bakery to get your cake from, and where to get your dress but has any one talked to you about applying for a marriage license or how com …
Continue Reading!
1 2 3 4 5 8 9 10

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation

Categories

Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

Download Now!