Download Helpful Booklets, Guides, Resources and White Papers from our Library

For Jimmy's Sake...

          HIPPA Privacy Authorization Form

          Advanced Healthcare Directives

          Referenced Guide from Insurance Company

          What you need to know about Estate Planning, Wills, Trusts, POA, and more...

Transition Guide - Changing Jobs or Employers

Articles

          Medical Professionals: A Prescription for your Financial Health

College Planning

          Financial Aid for College

        Saving for College

        529 Plans and Estate Planning

Employer Resources

          Employee Benefits for Special Circumstances

        What You Need to Know About Retirement Plans

        Business Owners Guide to Retirement Plans

Financial Planning

          "Retire Now" Client Discovery Fact Finder

          New Client Discovery Fact Finder

          PPCG Financial Planning Guide

Investing

          Determine Your Risk Score - Answer 6 Questions - (RTQ)

          Benefits of Tax-Advantaged Savings Strategies 

          What You Need to Know About Annuities

Life Events

           Caring for Your Aging Parents

         Loss of a Spouse or Loved One

         Planning for ReMarriage

Reference

          2022 Key Numbers

        Answering the Financial Questions that Count

        Personal Document Locator

        Sample PPCG Monthly Newsletter

Retirement

          Planning for Social Security - Find my optimal Social Security Claiming Strategy

Risk Management

          Disability Insurance Basics

        Life Insurance Basics

        Healthcare Costs in Retirement and Long-term Care

 Tax Advantaged Strategies

       Roth Conversion Guide