RESOURCESyou can use
Working closely with you to help you reach your financial goals is our number one priority. In addition to offering sound advice and a high level of service, we believe it’s important to educate those with whom we work – because when clients understand the reasoning behind their plans, we feel they’re more likely to succeed. On this page, we provide a number of resources we hope you’ll find useful and informative.
Social Security
Healthcare, Long-Term Care & Housing
- The Healthcare Wild Card
- Comparing Your Medical Care Options
- Medicare Handbook
- The Affordable Care Act [from Nationwide]
- Planning For Quality Care and Independence
- AARP: What to Ask and Observe When Visiting Continuing Care Retirement Communities
Estate & Legacy Planning
- Developing a Successful Estate Plan
- Losing a Loved One – Things to Remember
- Giving Wisely
- Beyond Taxes – 5 Reasons Trust is Necessary
Protecting Your Identity
- Identity Theft Information for Taxpayers
- 5 Ways to Boost Your Security Against ID and Credit Card Theft
- How to Create Ultra-Secure Passwords That Keep Hackers Away
- Child ID Theft: 8 Steps to Keep Your Kids Safe
- Taking Charge – What to Do When Your Identity is Stolen
- Federal Trade Commission – Identity Theft
- consumerfinance.gov
- annualcreditreport.com
Additional Links
