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Topics of Interest
Topics of Interest
Career
Education
Special Needs Individuals
Financial Planning
Marriage, Divorce & Family
Elder Care and Planning
Multigenerational Wealth Management
Retirement
Social Security & Medicare
Taxes
Retirement:
Five Stages of Retirement
ROTH IRA's vs 401k's
How Social Security and Medicare Impact Your Retirement
Financial Planning:
A Financial Checklist You Can Handle
Mortgage and Debt Rules of Thumb
How To Create a Personal Financial Statement
Education:
Taking 529 Plan Distributions with Confidence
Is a 529 Plan The Best Way to Save for College?
https://jhinvestments.inviteeducation.com/
529 Plan Qualified and Non-Qualified Expenses
Big Changes for College Investors
Save Today or Borrow Tomorrow?
Five Things You Need to Know about College Admissions
Elder Care & Planning:
http://www.seniorguidance.org
Caring for an Aging Parent
Being A Caregiver
Nursing Home Checklist
Choosing Long Term Care Insurance
Retain Your Brain
Marriage, Divorce & Family:
Tax Considerations for Divorcing Couples
Dividing Retirement Assets at Divorce
Financial Checklist Post Divorce Tips
Divorce Worksheets
Planning Guide for Unmarried Couples
Career:
Tips to Smooth Job Transition
Encore Careers: Becoming Your Own Boss
Taxes:
The SECURE Act
Kiddie Tax
Rules of Thumb for Trust Income Taxation
Key Numbers 2023
Secure Act 2.0
Social Security & Medicare:
Enrolling in Medicare
Preparing for Medicare Enrollment
Medicare Fact Sheet
Understanding the Medicare Tax for High Earners
Special Needs Individuals:
529 Accounts for Special Needs Individuals
Multigenerational Wealth Management:
Family Forward Charitable Giving Guide
Guide to Estate Planning
Family Financial Organizer
Do I Need Estate Planning?
Tax Considerations After a Family Members Death
End of Life Planning Checklist
Transamerica Guide to Estate Planning
A Step by Step Guide for Executors
Protecting Inheritances for Unmarried Children
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