Financial Planning Documents

This file provides detailed guidance on managing financial affairs and estate planning. It covers crucial legal documents and advance care planning. It also includes information on funeral planning and resources for end-of-life concerns.

This file provides detailed information on the modernization of annuities, designed for registered investment advisors (RIAs) and wealth managers. It covers types of annuities, their benefits, and how they integrate with financial planning tools. It also includes statistical insights on the use of annuities by pre-retirees and retirees.

This workbook provides essential guidance for planning ahead financially. It includes instructions on managing important information and making critical decisions. Perfect for individuals seeking to organize their financial and health information.

This document provides essential information and instructions for completing the CFP Certification Application Form. It ensures applicants have all necessary details to submit their applications effectively. This guide aims to streamline the certification process for financial planners.

This module provides essential insights into adjusted gross income and its impact on your tax liabilities. It details various deductions including educator expenses and student loan interest. Perfect for anyone looking to optimize their tax filings.

This engagement letter provides guidance for compliance with AICPA's Statement on Standards in Personal Financial Planning Services. It outlines how to customize the letter for various client engagements. This resource assists in ensuring clarity in terms and objectives for personal financial planning.