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Forms & Checklists

Legacy Box interview questions Personal Document Locator Form Nearing Retirement Checklist Estate Planning Checklist Caring for an Aging Parent Checklist Checklist Prior to Divorce Checklist for the Recently Divorced Taxation and Long-Term Care Insurance Records Retention Timetable Your 2018 Key Numbers Divorce & Debt  

Long-Term Care

Five Questions about Long-Term Care VA LTC Cost of Care Map 2017 Caring for an Aging Parent Checklist  

Chartered Financial Consultant

The Chartered Financial Consultant (ChFC®) designation program focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client’s total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals.   The ChFC program provides financial […]

Chartered Federal Employee Benefits Consultant

ChFEBC℠ – A Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠) has been specially trained on the complexities associated with the retirement and other benefits offered to the employees of the federal government.


As you approach retirement, your attention is shifted from the accumulation of assets to discussing ways in which those assets can be converted into a stream of income to last throughout your lifetime. Retirement planning is all about managing risk: inflation, market, and/or longevity risks. As distribution specialists, our focus is on efficient, lower cost […]

Financial Investment

Determining your retirement income needs is a process that helps you identify your retirement planning needs based on your desired standard of living and the resources you’ll have available. Today, you can typically no longer rely on Social Security benefits and a company pension check to fulfill all your retirement income needs. Social Security benefits […]

Women & Finance

Women have unique financial needs.  Statistics say that 85% or more will be on their own financially at some time.  Some women never marry, some divorce and some will outlive their husbands.  Information and knowledge are powerful, but money and health provide choices in life.  Therefore women, as well as men, need to learn about […]