Forms & Documents
2021 Quick Tax Guide
2020 Quick Tax Guide
Tax Organizer
Estate Planning Guide
Form 4506
Form 4506-T
First Meeting Materials
Helpful Links
Social Security Administration
Internal Revenue Service
Saving For College
HealthCare.gov
Free Credit Score - Credit Karma
Free Credit Score -Annual Credit Report
Miscellaneous Links
- Center For Retirement Research – Center for Retirement Research from Boston College
- Retirement Calculator – Determine all the facts and figures to calculate your successful retirement
- Auto Lease/Buy Calculator;– A big decision is whether to buy or lease a car. Use this calculator to find out which is best for you
- Ed Slott and Company – Ed Slott’s website for the most up to minute IRA advice
- Harry Dent Helping People Understand Economic Change – HS Dent is an economic research and forecasting company that works diligently to provide Financial Professionals and individuals with the proprietary economic tools needed to accurately forecast what lies ahead in our economy based on The Dent Method – the only documented record of success at forecasting long term economic trends