Additional Resources
Over the years, you will go through many life changing events. The more prepared you are and the more information your financial advisor knows ahead of time will make these less stressful. Here are some additional resources to help educate you and prepare you for certain things that you may not be thinking about to be sure we address everything to avoid any future problems.
- A Death in the Family
- And Baby Makes Three
- Divorce Worksheets
- Facing a Career Crossroad
- Frankly Templeton Time to Take Stock
- I-20937 AssetCare Client Brochure
- I-26665 Life Happens Flyer
- Legg Mason Long-term Investing Has Had Rewards
- Lincoln Money Guard LTC Case Study 2017
- Disability Insurance for Dentists
- Merging Finances After Marriage
- Needs Analysis Worksheet
- Protective Checklist 2014
- Savvy Investments for Her
- Settling an Estate Can Be Unsettling
- Stretch Your IRA Across Generations
- To Love, Honor, and Protect
- Understanding Your College Savings Options
- What You Need to Know About Life Insurance
- When Divorce Happens
- Your Aging Parents and You
- You're Getting Married
- Organizing Your Financial Records