Education

Below you will find resources to help you on your personal finance journey.

Geoffrey Owen 6/20/19 Geoffrey Owen 6/20/19

Social Security

Get a handle on your Social Security options

Have you considered how Social Security works in your retirement?

Download PDF here.

Geoffrey Owen 5/16/19 Geoffrey Owen 5/16/19

Have you considered the most tax efficient withdrawal strategies for retirement?

It is important to consider tax strategies for withdrawals in retirement.

Download PDF here.

Geoffrey Owen 3/18/19 Geoffrey Owen 3/18/19

Minimize your tax bill with some smart planning that will leave more money in your pocket come April 15.

People have a hard time taking the first steps to getting an estate plan in place. Review this simple checklist to get started.

Download PDF here.