Financial Education
We have written and compiled a variety of resources to help you better understand some of the financial options available to you.
Free Financial eBooks
From understanding taxes to business planning, creating your happy retirement and more, these books are a valuable resource and are yours at no cost.
Retire Happy Free eBook
Tax Reform Free eBook
Social Security Free eBook
Retirement Planning Guide for Business Owners
Quick Reference Guides
Current Retirement Plan Contribution Limits
Current Tax Rate Tables
IRA Retirement Savings Guide
Investing in Your Future
Could you live comfortably on just $10,740 a year? Chances are the answer is no. But according to the Social Security Administration, $10,740 was the estimated average income for retired workers.
Clearly, social security will not be your only source of retirement income – you must do more on your own to prepare for retirement. Investment vehicles like a Traditional or Roth Individual Retirement Account (IRA) may make sense for you.
Understanding Living Trusts
Are They Right For You?
One of the most common tools in estate planning is the use of a trust, which is an arrangement under which you (the grantor) can place assets that are for the ultimate benefit of someone else (the beneficiary) under the control of a trustee. Depending on your goals, the use of a trust can be an effective way to achieve your estate planning objectives.