Resources WHITE PAPERS Insights Charitable Giving Strategies (Nov. 2015) Managing a Windfall and Your New Found Wealth (Oct. 2015) 6 Financial Risks of Retirement An Introduction to Trusts Understanding IRA Beneficiaries (April 2015) Roth IRA and High Income Earners (Feb. 2015) Creditor Access to Inherited IRA (Sept. 2014) CLIENT FORMS Planning Worksheets Financial Satisfaction Questionnaire Life Transitions Questionnaire Income and Expenses Worksheet Managing a Windfall FINANCIAL NEWS Stay Up-to-date Barron’s Bloomberg CNN Money Morningstar Wall Street Journal OTHER RESOURCES Websites to Assist with Your Financial Planning. Social Security Administration Medicare AARP Certified Financial Planning Board Financial Planning Association Securities & Exchange Commission SEC Investment Advisor Check FINRA Broker Check Receive your must have financial strategies. Join our newsletter for free financial advice as well as news and updates through our blog and podcasts. READ MORE
