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Research Library

Tax Planning

2022 Tax Planning Tables

Important deadlines, income tax rate schedules, capital gains/losses and dividends rates, as well as retirement account deferral and deductibility limits for 2022.

Key Provisions of the Tax Cuts and Jobs Act of 2017

This report by Wells Fargo Advisors summarizes some of the key changes and planning issues of this complex bill that are important to individual investors and business owners

Social Security & Medicare Planning

Social Security and Your Retirement

To factor Social Security into your retirement plan, you should know how you can enhance your benefits and how much income you may need from other sources to be financially comfortable during retirement — especially if a portion of your benefits is subject to taxation.

Medicare - Understanding the Program’s Complexities

The federal government administers the Medicare insurance program to help seniors afford health care. To fully benefit from the program, you need a grasp of its complexities.

Estate Planning

Five Most Important Estate Planning Documents

No matter what your age or net worth, you need an estate plan to protect yourself, your loved ones and your assets — during your lifetime as well as after your death. Before visiting with your attorney, it’s helpful to have a basic understanding of the documents he or she may recommend for your plan.

Envision Planning

An Envision Planning Checklist

This is a helpful checklist of the financial documents that would be beneficial to our planning process, along with questions we will ask you to build an Envision plan that holds real financial meaning for your future.

Retirement Plans

SEP, SIMPLE and 401(k) Comparison Fact Sheet

A handy comparative summary on eligibility requirements, tax-filing deadlines, allowable contribution types, and salary deferral limits for those clients interested in establishing a retirement plan.


Financial Tools

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