Financial Education & Resources

Documents and Article Reprints that we hope you find useful ...

General Reference Documents

• Key Financial Data for 2022

Financial Planning

• Master List of Financial Planning Goals - 2022 (Checklist)

Social Security

• 2022 Social Security Quick Reference Guide
• Article - When to Apply for Social Security

Legacy Planning and Family Preparedness

• Family Preparedness Workbook

Cybersecurity, Identity Protection, Financial Fraud Prevention

• Article: Financial Exploitation and Fraud Protection

Timely Special Interest Topics

• Issues to Consider When Dealing With High Inflation (Checklist)