Resources

2025 Quarterly Updates

• Winter 2025
• Spring 2025
• Summer 2025
• Fall 2025

Helpful Tax Resources

• 2024 Tax Preparation List
   
• 2025 Tax Reference Sheet
• 2024 Tax Reference Sheet
• 2023 Tax Reference Sheet

Advisor Brochure Supplements

• Julia M Carlson
• Jason Harris
• DJ Wright
• Matt Beck
• Haley Patton
• Ethan Fischel
• Allison Forman
• Quinn Smith

2024 Quarterly Updates

• Winter 2024
• Spring 2024
• Summer 2024
• Fall 2024

Additional Reports and Resources

• Retirement Income Worksheet
• Love Letter Guide
• 5 Retirement Mistakes Small Business Owners Make
• Funding Your Retirement: IRA choices
• Strategies for Investors in a Volatile Market
• Roth IRAs - Tax Efficiency
• Estate Planning
• Pros & Cons of Revocable Living Trusts
• How Revocable Living Trusts Work
• Considerations for Early Retirement
• Tips to Help You Retire Early
• Special Report
• Backdoor Roth IRAs
• Samaritan Foundations Estate Planning Guide
• Julia's blog
• FFWMG Webinars
• Welcome Packet