Downloadable Resources
Explore our resources below to learn more!
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Important Numbers
This quick reference guide covers the most important annual limits and figures for the tax year such as tax rates for MFJ, Single, and estates/trusts, AMT limits, estate and gift tax limits, Social Security taxation summary, and education credits.
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Issues to Consider as a New Client
This checklist takes a look at some of the most common planning topics and financial decision points that we discuss with clients when building their financial plan.
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Where Should My Next Dollar Go?
This flowchart covers some important factors to consider when deciding where to allocate your hard-earned dollars.
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What issues do I need to consider as my child becomes independent?
This checklist aims to help clients have a better idea of what steps they can take now, and in the future, to help keep themselves on track for personal and financial success as their children become independent?
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What issues should I consider if I experience a sudden wealth event?
An increase in wealth, especially when unexpected, large, and/or sudden, requires thoughtful planning. This checklist helps to breakdown several important considerations when dealing with a sudden wealth event.