Resources

When Should I Sign Up for Medicare

Medicare can be a confusing topic for many. You can’t simply sign up anytime you want – and your enrollment timeframe can depend on a variety of factors. To help you figure out when your eligibility begins, we have put together the following flowchart. Download the checklist today to …
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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 …
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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
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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
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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 …
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Getting Divorced?

Getting divorced is stressful and we want to make sure that important emotional conversations don’t crowd out necessary conversations about finance, legal, and logistical issues. We have compiled some resources to keep you on track and prepared as you navigate this transition. Download Guide
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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.

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