Client Resources

Meet Our Team

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Our Services

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Client Data Sheet

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Client Fact Finder

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Document Checklist

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Expense Worksheet

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Retirement Income

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LWA of NY Brochure

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Key Numbers 2023

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2023 Retirement Plan Limits

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2023 Retirement Planning Cheat Sheet

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2023 Social Security Cheat Sheet

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2023 New York PFL Updates

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2023 New York PFL Guide

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Uniform Lifetime Table for RMDs

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2023 Social Security & Medicare Guide

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SECURE 2.0 Act: Changes to RMD Rules

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Amundi 2023 Social Security Pocket Guide

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RMD Relief & Guidance for 2023

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401(k) Rollover Options

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Fidelity Bonding Requirements

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Social Security Facts

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MySSA Account Access

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Estate Planning Information

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Paid Family Leave Info

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PFL vs DBL

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Ag Workforce Overtime

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Insured- Starting Out

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Insured- Getting Married

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Insured- Raising a Family

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Insured- The Golden Years

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The Great Spending Balance

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