A Planning Guide for Families
Thinking Ahead and Preparing for the Care of a Loved One
Recordkeeping Guidelines and Checklists
401(k) Rollover Decision Flowchart
Do you have an old 401(k) account that you’re wondering what to do with? There are a number of important questions to ask before making a rollover decision. Our 401(k) rollover decision flowchart will guide you through some of the most common issues that should be considered:
- IRA and 401(k) features and differences
- Income options based on your age
- Company stock
- 401(k) loans
Ten Financial Scams That Target the Elderly
You are likely familiar with the concept of Identity Theft, but what about Romance scams, Robocall Scams, or even Grandparent Scams? Here are the most common financial scams to watch for. You’ll want to download and share this with friends and family today!
Ten Tips On How To Select A Certified Financial Planner
Not sure who you can trust? We totally get it. Our mission is to help people just like you to find the right financial planning options for them. If you’re on Google searching for a financial advisor, what are you really looking for? An independent financial adviser? Wealth management? Investment advice? An asset manager? Financial advice? A financial advisor near me? Retirement planning? Best asset management team in Knoxville, Maryville or Oak Ridge? Download our free guide for step-by-step instructions for choosing a trusted advisor.
Education Funding Checklist
Not sure how to start saving for your child’s education? Our free checklist details what issues you should consider when looking to fund your child’s education, including 529 plans, the FAFSA, and other financial questions. Download our college education checklist today!