Big Life Changes

How to prepare for and manage a major life change in pre-retirement and post-retirement.

Investing in Higher Education

To access information about your children’s education with an overview of college saving plans, some options that we like, and opportunities for federal student aid.

Legacy Planning/Estate Planning

To help reflect on the legacy you want to leave for your family, below are resources for your estate planning journey to get you started on the paperwork, or to finalize your documents. Estate planning is not a one-time event; it should be reviewed every 5 years or after a significant life event (i.e., new baby, marriage, death, etc.).

Mental Health and Retirement

Wellness resources to help you address the ups and downs of life with confidence.

Social Security

Create an account to access your Social Security benefits and tax information.

All information, statements, opinions, and third-party website links contained in this Resources section of our website have been obtained from sources which we believe to be reliable and accurate. We cannot, however, warrant or guarantee their timeliness, completeness, or accuracy. We have provided third-party links merely for the convenience of clients and other consumers. Our inclusion of such links on our website does not indicate our endorsement, or approval, of any of their content, statements, or opinions.