Live more. Stress less. CLIENT RESOURCES Log in to view your Schwab statements and investment tax summaries. Log in to Right Capital to view your financial plan, accounts, and performance reports all in one place. Log in to view your Altruist statements and investment tax summaries. Log in to AdvicePay to view your financial plan, accounts, and performance reports all in one place. FREE RESOURCES FINANCIAL PLANNING FOR CERNER ASSOCIATES DOWNLOAD NOW WHAT ISSUES SHOULD I CONSIDER WHEN BUYING A HOME? DOWNLOAD NOW WHAT SHOULD I DO AFTER A SUDDEN WEALTH EVENT? DOWNLOAD NOW WHAT ISSUES SHOULD I CONSIDER FOR MY AGING PARENTS? DOWNLOAD NOW IMPORTANT DATES TO CONSIDER DOWNLOAD NOW ISSUES TO CONSIDER AS A NEW CLIENT DOWNLOAD NOW IMPORTANT LIFE MILESTONES DOWNLOAD NOW Helpful Links Estate PlanningWHAT ISSUES SHOULD I CONSIDER WHEN REVIEWING MY ESTATE PLANNING DOCUMENTS? WHAT ISSUES SHOULD I CONSIDER BEFORE I UPDATE MY ESTATE PLAN? InsuranceWHAT ISSUES SHOULD I CONSIDER WHEN REVIEWING MY PROPERTY CASULATY INSURANCE POLICIES? WHAT ISSUES SHOULD I CONSIDER WHEN REVIEWING MY HEALTH AND LIFE INSURANCE POLICIES?CAN I MAKE A DEDUCTIBLE CONTRIBUTION TO MY HSA? Tax PlanningWHAT WILL HAVE THE LEAST TAX IMPACT: HARVESTING CAPITAL GAINS OR ROTH CONVERSIONS? OtherTravel Itinerary ExampleWHAT ISSUES SHOULD I CONSIDER BEFORE THE END OF THE YEAR?
