In addition to these helpful resources, we also work closely with a team of professionals that assist us with the retirement and financial planning needs of our clients.
IRS Deductions & Exemptions for 2017
IRS Rules for IRA’s
Tax Payers Guide to 2017
Income Taxes & Your Social Security Benefits
How The Rich (and Poor) Avoid Paying Income Taxes
Serial Backdoor Roth, A Tax-Free Retirement Kitty
Social Security Tax Withholding Form
Your SS Statement Online
Benefits for Spouses
Understanding the Benefits (PDF)
What Every Women Should Know (PDF)
What You Need to Know When You Get Retirement Benefits (PDF)
When People Need Help Managing Their Money
Self Employed Individuals (PDF)
Windfall Elimination Provision (WEP) (PDF)
Survivor Benefits (PDF)
How Social Security Can Help When a Family Member Dies (PDF)
Kentucky Math (comical)
What is a Fiduciary & Should I Care?
Why Get Independent Advice?
Can You Trust Rob Advisors
National Debt & Deficit by Tony Robbins
60 Minutes – 401(k) fees
Social Security Retirement Planning Matters
Social Security Can Help You Plan For Retirement
Are You Saving Enough For Retirement?
SEC Retirement Calculators
Social Security Benefits Calculators
Social Security Retirement Calculators
Social Security Retirement Estimator
SS Windfall Elimination Provision (WEP) Calculator
Mortgage Qualification Calculator
Mortgage Payment Calculator
Car Loan Calculator
Investment Yield Calculator
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