Resources

 We offer retirement planning services and resources to design an investment strategy that will help you meet all of your retirement goals, including cash flow analysis for everyday budgeting. A few helpful brochures, calculators and other helpful links are provided here for your information:

Retirement Planning Basics:

• Comprehensive Retirement Planning Calculator
• J.P. Morgan’s 2023 Guide to Retirement
• Understanding Your Social Security Benefits
• Save More for Retirement
• Annual Retirement Planning Ideas
• Take Credit for Your Retirement Contributions
• Protecting Your Retirement Benefits
• Retirement Income
• Required Minimum Distributions
• Don’t Forget Your Beneficiaries
• Tax Planning Guide

Annual Retirement Planning Ideas:

• Overview
• Retirement Plan Comparison
• Retirement Plan Contribution Limits
• Roth 401(k)s and 403(b)s
• Traditional vs. Roth 401(k) Calculator

Individual Retirement Accounts (IRAs)

• IRA Basics
• Roth IRA Feature & Benefits
• How Traditional IRAs Work
• IRA Comparison Chart

 Robust Estate Planning services can help ensure the preservation of wealth from generation to generation.  We help our clients plan with confidence by discussing Trusts and whether they may be right for each unique family situation.

The following resources will help you prepare for and understand estate planning:

• 2023 Tax Guide
• The Basics of Estate Planning
• Understanding Trusts

 When you need Education Planning, we can help with long-term planning to ensure you’re ready when your children are.  This may include Cash Flow Analysis for everyday budgeting and types & amounts of savings recommendations.

The following resources will help you plan and save for college expenses:

• The ABC’s of College Funding
• College Savings Calculator
• Federal Student Aid at a Glance (2014-2015)
• In-State vs. Out-Of-State
• Ways to Save for College
• 529 Basics
• Saving vs. Borrowing

We help our clients understand the differences between saving for tuition and living expenses and strategize on budget solutions to help meet these savings goals.