Financial Advisor, Tucson, Retirement planning, Divorcees, Widows

Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know.

Market News

Financial Calculators

Resources for Caretakers, Social Security and Mature Adult Needs

Caretaking Topics and Resources: This website has a plethora of information for caretaking, assisted living, social security, and so much more. Use it as a wonderful and helpful resource!

Nursing Home Abuse: Use this website for information if you suspect abuse in an elder care situation and discover the actions that can be taken.

A Comprehensive Guide to Elderly Community Resources: This guide explains why community resources are important, provides a list of different resources, and explains how to access helpful organizations.

Senior's Guide to Fentanyl: This guide explains what Fentanyl is, why it is a threat, and tips for talking to adult children/grandchildren. It also has helpful articles and interactive drug education videos.

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Market Information

Featured Content

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

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Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

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