Broker Check

Monthly Themes

April 2022 Theme : Family Dynamics

Beneficiaries and Estate Documents

Beneficiaries and Estate Documents

Check out Steve's blog that discusses some important things to look into now that tax season is wrapping up.

Critical Estate Documents

Critical Estate Documents

Check out this chart that details important facts about Estate Documents.

Funeral Wishes

Funeral Wishes

Click below to read an article that talks about how to let others know of your funeral wishes.

March 2022 Theme : Risk Tolerance

What is Risk Tolerance?

What is Risk Tolerance?

Check out Steve's blog that details how to determine your risk tolerance and the different types of risk tolerance.

What is Your Personal Risk Tolerance?

What is Your Personal Risk Tolerance?

Take the questionnaire below to determine what your personal risk tolerance really is!


Use this Flow Chart to help determine your Risk Tolerance.

Use this Flow Chart to help determine your Risk Tolerance.

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

February 2022 Theme : Social Security


9 Facts about Social Security

9 Facts about Social Security

Read this article that shares 9 things about Social Security that might surprise you!


How will Working Affect Social Security Benefits?

How will Working Affect Social Security Benefits?

Do you plan on working during retirement?  This article can help explain what will happen with your Social Security benefits.


When to Start Taking Social Security?

When to Start Taking Social Security?

It's the $64,000 question!   When should you start to take your Social Security benefits?   This article discusses some things to consider.


How much of your Social Security is taxable?

How much of your Social Security is taxable?

Use the link below for a calculator that will help you determine how much of your Social Security will be taxed.

January 2022 Theme : Income Planning

Where will your Retirement Money come from?

Where will your Retirement Money come from?

For many people, retirement income may come from a variety of sources. Click on the link below for an article that discusses 6 main sources.


Estimate your RMD

Estimate your RMD

Click on the link below to calculate your estimate Required Minimum Distribution amount.


Retirement Budget Worksheet

Retirement Budget Worksheet

You can use this sample spreadsheet to start planning.  It's never too early!


December 2021 Theme : Tax Strategies

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

2021 Tax Preparation

2021 Tax Preparation

Check out Steve's blog with some key tips to get ready for tax season!


Tax Efficiency in Retirement

Tax Efficiency in Retirement

Wondering if you will pay more in taxes in retirement?   Or what the difference is between pre-tax and after-tax investments?   This article will address these topics and more!