Client Links & Resources

General Planning Topics

• Important Numbers (2025)

• Master List Of Goals (2024)

• What Issues Should I Consider at the Start of the Year? (2025)

• Reviewing Your Cash Flow

• Ideas for Prioritizing Among Savings Vehicles

• Reviewing Employer-Provided Benefits (2025)

• End of Year Planning Ideas (2024)

• What Documents Do I Need to Keep On File? (2024)

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Portfolio Management Resources

• Reviewing Your Investments

• Considerations for Harvesting Capital Losses

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Tax Planning Resources

• Reviewing Your Tax Return When Still Working (2024)

• Reviewing Your Tax Return After Retirement (2024)

 

Charitable Giving Resources

• Common Charitable Giving Vehicles (2024)

• Common Deductible Charitable Gifts (2024)

• Establishing a Charitable Giving Strategy (2024)

• Using A Donor Advised Fund (DAF) (2024)

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Estate Planning Resources

• Reviewing Your Estate Planning Documents

• Reviewing Your Beneficiaries

• Updating Your Estate Plan

 

Insurance Resources

• Reviewing Your Property And Casualty Insurance Policies (2024)

• Reviewing Your Health And Life Insurance Policies (2024)

• Should You Change Medicare Coverage During Open Enrollment? (2025)

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