Booklets, Guides, Resources and White Papers

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

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

          2020 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

          

Employer Resources

          Employee Benefits for Special Circumstances

          What You Need to Know About Retirement Plans

          Business Owners Guide to Retirement Plans