Client Resources

Team Information and Client Documents

Meet Our Team

Meet Our Team

Download
Our Services

Our Services

Download
Client Data Sheet

Client Data Sheet

Download
Client Fact Finder

Client Fact Finder

Download
Document Checklist

Document Checklist

Download
Expense Worksheet

Expense Worksheet

download
Retirement Income

Retirement Income

download
LWA of NY Brochure

LWA of NY Brochure

download

2023 / 2024 Planning Information

2024 Key Numbers

2024 Key Numbers

Download
2024 Business Builder Key Number

2024 Business Builder Key Number

Download
2023 Retirement Planning Cheat Sheet

2023 Retirement Planning Cheat Sheet

Download
2023 Social Security Cheat Sheet

2023 Social Security Cheat Sheet

Download
2024 New York PFL Updates

2024 New York PFL Updates

Download
2024 New York PFL Guide

2024 New York PFL Guide

download
2024 Retirement Plan Limits

2024 Retirement Plan Limits

Download
2023 Social Security & Medicare Guide

2023 Social Security & Medicare Guide

Download
SIMPLE IRA Changes for 2024

SIMPLE IRA Changes for 2024

Download
SECURE 2.0 Act: Changes to RMD Rules

SECURE 2.0 Act: Changes to RMD Rules

Download
RMD Relief & Guidance for 2023

RMD Relief & Guidance for 2023

Download
Amundi 2023 Social Security Pocket Guide

Amundi 2023 Social Security Pocket Guide

Download

General Resources

401(k) Rollover Options

401(k) Rollover Options

Download
Fidelity Bonding Requirements

Fidelity Bonding Requirements

Download
Social Security Facts

Social Security Facts

Download
MySSA Account Access

MySSA Account Access

Download
Estate Planning Information

Estate Planning Information

DOWNLOAD
Paid Family Leave Info

Paid Family Leave Info

DOWNLOAD
PFL vs DBL

PFL vs DBL

DOWNLOAD
Uniform Lifetime Table for RMDs

Uniform Lifetime Table for RMDs

DOWNLOAD
Insured- Starting Out

Insured- Starting Out

DOWNLOAD
Insured- Getting Married

Insured- Getting Married

DOWNLOAD
Insured- Raising a Family

Insured- Raising a Family

DOWNLOAD
Insured- The Golden Years

Insured- The Golden Years

DOWNLOAD
The Great Spending Balance

The Great Spending Balance

DOWNLOAD
Ag Workforce Overtime

Ag Workforce Overtime

DOWNLOAD
SECURE 2.0 Act of 2022: A Boost to Retirement Saving

SECURE 2.0 Act of 2022: A Boost to Retirement Saving

DOWNLOAD