Client Resources

Filing your taxes can be an involved process, and accidental errors can be easy to make. This downloadable whitepaper will walk you through the most common tax filing errors, and what you can do to avoid them.We create strategies that are tailored to your needs and goals.

A look at changes and differences in tax information for 2023. Where your federal tax dollars go, Medicare, Defense Spending, Social Security, the tax brackets, important deadlines, and more. 

Keeping your finances on the right track means you need to be aware of things like important deadlines, tax rates, and retirement account limits. Stay organized and informed with this printable resource of essential financial figures and dates.

This brand-new, downloadable Tax Planning whitepaper can be a valuable resource when trying to prepare yourself for the upcoming tax season.

Government employees face unique financial planning considerations as they save for retirement and other goals. This whitepaper shares some crucial questions that government employees should be asking to make the most of their financial situation.

20 and 30-somethings have very different personal finance and investing priorities than their parents. This worksheet helps individuals in their 20s and 30s navigate the world of investing and personal finance and gets them to start thinking seriously about their financial future.

Social Security is a significant concern for many Americans and plays a vital role in retirement. This whitepaper shares some important facts about Social Security and what investors should know.

This whitepaper takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help people know the recipe for success in retirement.