Use this calendar checklist to look ahead throughout the year to track important deadlines and actions you must take for your finances and health care. (Note: No deadlines in May, July, or August.) Questions? Just give us a call and we’ll be glad to help. 2025 Retirement Checklist- Download Here
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Curious about tax rates, deduction amounts, contribution limits, etc.? Check out this reference card that lists all the key numbers that could affect your finances in 2025. Key Financial Data- Download Here
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Don’t miss any important dates. Reference this postcard for key dates and deadlines for the first quarter of 2025. Key Deadlines- Download Here
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While national focus has been on uncertainty around new tax laws, there are many individual tax-planning opportunities you should consider before year-end to ensure you are getting the best deal while staying compliant. Download Here
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For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not face a financial challenge later. How to Pay for Long-Term Care- 8 Strategies
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Millions of older adults and younger individuals with disabilities require assistance with daily activities that many take for granted. According to LongTermCare.gov: About seven out of 10 people turning 65 today can expect to need some form of long-term care services in their remaining years. Women need care longer (3.7 years) than men (2.2 years).…
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Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery—and what to do if you or a loved one is being scammed. Download here 4 Common Elder Scams
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Fall is an ideal time to examine your financial health and update your financial plans. Here is a list of important things to review that might make a difference in your year-end review and plans for next year. Check all that apply. If you have any questions or concerns, I will be happy to go…
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It’s Saturday afternoon, and you are watching a movie at home or running errands, and your phone vibrates. You take a peek and see a text from a phone number and area code you don’t recognize. “Hey Jackson, when are you coming to my house to fix my a/c? It’s hot in this place.” Or…
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Don’t miss any important dates! Download here-Key Planning Dates Fall
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