Resources
Client Resources
1. 2017 Tax Organizer 2016 Tax Organizer 2015 Tax Organizer 2014 Tax Organizer
3. Information on Filing an Extension
Retirement Resources
1. The Hidden & Excessive Costs of 401(k)s
2. Optimizing Retirement Income by Combining Actuarial Science and Investments
3. Market Volatility Defense in Retirement
Tax Resources
Insurance Resources
1. https://www.lifehappens.org/
2. https://www.disabilitycanhappen.org/