Resources

Welcome to the Resource Center! This information is Free for all visitors.

You can download any one of these charts to aid in your financial planning journey.

If you have more questions, please reach out!

Investment Tax Chart

Download a comprehensive flow chart to determine if you’ll be taxed on your investment.

Savings Checklist

Download a comprehensive guide of ways for you to save more and build your retirement plan.

Medicare Flowchart

Use our chart to determine if you’re eligible for Medicare Part A or B.

Home Buyers Guide

Learn what issues to consider when buying a new home.

Important Numbers 2022

Download a list of important tax and other financial numbers to know for 2020.

Roth Conversion Flowchart

Learn if a Roth Conversion could be the right move for you.

Roth 401k Flowchart

Learn if you should consider contributing to a Roth 401k.

Dormant 401K Flowchart

Learn what to do with a dormant 401K.

Roth Tax and Penalty Flowchart

Learn if a distribution from your Roth IRA will be tax and penalty free.

HSA Tax and Penalty Flowchart

Learn if a distribution from your HSA will be tax and penalty free.

ESPP Tax Flowchart

Learn if you will have to pay tax on a qualified ESPP.

IRMAA Surcharge Flowchart

Learn if you can avoid IRMAA surcharges on Medicare Part B and Part D

Tools We Use