Broker Check


CLIENT

Worksheets & Downloads


 

Our library of printable documents that may shed light on some of your financial questions.

 Our collection of resources is your go-to library for informative and interactive worksheets you can print out right at home. You can access a wide range of resources covering topics including basic finances and budgeting, retirement, investing, estate, insurance, taxes, money, and lifestyle.

We are constantly researching answers to common financial questions and adding new material to help keep you informed and on the right track.

Personal Finance Calendar<br data-mce-bogus="1">

Personal Finance Calendar

This handy calendar is ideal for helping you remember the year’s most important financial event.

DOWNLOAD
Retirement Questions for Government Employees<br/>

Retirement Questions for Government Employees

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.

DOWNLOAD
Retirement Questions for Educators<br/>

Retirement Questions for Educators

Education professionals should consider these unique retirement strategy challenges so that they can best prepare to retire on time, and with the income they require. This whitepaper provides details and common retirement strategies for educators, including how Social Security benefits may be affected.

DOWNLOAD
Unlocking the Treasures of Financial Wellness<br/>

Unlocking the Treasures of Financial Wellness

The idea of wellness extends further than how we look and feel. Financial wellness is an important concept, and this whitepaper will explain what it is and how you can achieve it. Learn more about financial wellness and why it matters.

DOWNLOAD
4 Critical Social Security Facts

4 Critical Social Security Facts

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.

DOWNLOAD
Five Ways to Stay Confident in Retirement<br/>

Five Ways to Stay Confident in Retirement

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.

DOWNLOAD
Take Charge of Your 401(k)

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. Here, we share information that can help save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

DOWNLOAD
2022 Tax Planning Whitepaper

2022 Tax Planning Whitepaper

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

DOWNLOAD
Essential Financial Figures for 2022

Essential Financial Figures for 2022

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.

DOWNLOAD
Financial Strategies for Your 20s and 30s

Financial Strategies for Your 20s and 30s

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.

DOWNLOAD
The Great Spending Balance

The Great Spending Balance

Striking a balance between spending and saving can be difficult, especially for long-term goals like retirement. This worksheet helps younger investors live the life they love today while also saving for tomorrow.

DOWNLOAD
Retirement Budget Worksheet

Retirement Budget Worksheet

Establishing a retirement budget is key to a successful retirement. This worksheet helps clients start the retirement income planning process.

DOWNLOAD