Retirement Resources

 

Welcome to the Define Financial Resources section, a curated list of tools and guides to help you avoid common mistakes and improve your financial life.

Tools

Free Risk Questionnaire + Custom PDF Report

Cash Flow and Budget Worksheet

Create Your Own Retirement Policy Statement

Guides

10 Biggest Mistakes to Avoid When Hiring a Financial Advisor (PDF)

How to Lower Taxes in Retirement (PDF)

The Right Way to Use Homeowners Insurance (PDF)

Donor-Advised Funds: The Best Giving Tool You Have Never Heard Of (PDF)

Dividend Investing + 5 Reasons to Stay Away (PDF)

Other

The Letter Your Broker Won't Sign (PDF)

Sample Investment Policy Statement (PDF)

2019 Tax Cheatsheet (PDF)

The Best Questions to Ask a Financial Planner (PDF)

Checklist to Get Organized and Develop a Financial Plan (PDF)