Get Started worksheet – includes checklist of things to bring and questions to prepare you for the planning process.

Expense Entering Report – understanding your spending is critical in developing a financial plan. Once a client, you can access our expense tracking tool through our Client Center.

Estate Planning Checklist – Most people put this off. Check out this checklist to help you assure things are handled the way you want after you’re gone.

Retirement Income Planning Guide – Transitioning from a paycheck to withdrawals from your investment accounts can be tricky. This info can help.

5 Questions About Your Pension – Making the right choice here is vital to maximize your benefit in retirement. These questions can help.

Avoiding Elderly Fraud

Contact numbers to report fraudulent activity:
NC Attorney General’s Consumer Protection Office: 1-877-5-NO-SCAM
Fraud Fighter Line: 1-800-646-2283
NC Task Force Chair: 919-716-6000

Recent scams:
The NC Division of Aging and Adult Services Senior Consumer Fraud Task Force

Real example of elderly fraud and tips for avoidance:
http://online.wsj.com/article/SB124520056162621509.html

Charity Research

Use Charity Navigator to do some homework make sure that your money will get used for the purpose you care about.

Read our blog post Checking up on your Charities for more information.