Resources

2023 Quarterly Updates

• Summer 2023
• Spring 2023
• Winter 2023

Helpful 2022/2023 Tax Resources

• 2022 Year-End Tax Guide
• 2022/2023 Tax Reference Sheet

2022 Quarterly Updates

• Winter 2022
• Spring 2022
• Summer 2022
• Fall 2022

Additional Reports and Resources

• Retirement Income Worksheet 
• Love Letter Guide
• 5 Retirement Mistakes Small Business Owners Make
• Market Volatility 2018
• 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