eBooks & Checklists

Download our informative eBooks & Checklists that cover some of the key financial issues our clients' find relevant and important to them.
Important tax numbers for 2023
There are lots of important numbers that we need to keep in mind. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. In response to this challenge, we’ve created the 2 page “Important Numbers” resource. This quick reference guide covers the most important annual limits as well as figures that are commonly referred to during the year.
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Women & Wealth
Women are building significant wealth, both alone and with a partner. Different generations have an approach specific to them, but getting a plan in place is important at every age. At all age levels, women are redefining how they think about their financial journey. This includes career paths, planning for flexibility, taking charge of family finances, or being successful on their terms.
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Year End Financial Planning Tips
The end of the year provides a number of planning opportunities and issues. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. In this checklist, we cover a number of planning issues that you need to consider prior to year-end to ensure you stay on track.
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Tech Job Losses
In today’s economic uncertainty, business closures and layoffs are increasingly common. The loss of a job can cause serious stress personally and financially. To help guide you through a disruption in employment, we’ve created the checklist.
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Stock Options
Whether you’re at a pre-IPO start-up, a growing public company, or a blue chip that just developed a life-saving vaccine, stock options can provide a boost to your current and long-term wealth. The concept is relatively straightforward, but like everything else, the devil is in the details. Maximizing your profit is just one side of the equation – taxes are also a consideration, and the rules are complex. This short read will arm you with enough info to get you started on sorting out your situation.
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Planning For Early Retirement
Are you considering retiring early? If you’re reassessing the value of continuing to work, and weighing the benefits of exiting your career, you probably have questions. Whether or not you have enough retirement savings or other sources of income to create the retirement you want is the first question most people need to answer, but there are other considerations.
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