Resources
Life Events
Are you asking the right questions at each life stage?
This checklist series covers a number of life events and milestones with questions you might want to ask at each stage. Do you have questions about children, marriage or divorce? How about job-related queries or retirement? These checklists can get you started.
Retirement Considerations
How are you planning for retirement?
Whether you have your retirement date circled on the calendar this year or coming up in the next few years, start now to get your financial ducks in a row and make sure you’re checking the right boxes before the big change. This resource will help you identify your specific retirement goals and cover information on planning and strategies that can help you achieve them.
One For All
What if your greatest professional asset isn’t your skills or experience, but your willingness to help others succeed?
In One For All, financial advisor Marc Shaffer reveals the counterintuitive truth he’s discovered throughout his career: the most successful people aren’t those who focus on themselves, but those who systematically support others.
Newsletter Library
Keep up with our latest updates by accessing our newsletter archive. Click below to view and download our previous newsletters.
Newsletter Sign-Up
Podcast Episodes Library
Video Library
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.