Articles

Here is a list of some useful materials on various financial planning topics. If you have suggestions about other information you would like us to include, please send an email to David@LewinterWealth.com.

 

Planning for Sucess: A Guide for the Financially Perplexed, Hexed & Distressed
 
A short PowerPoint designed to help young couples get off to the right start

 

Investment Advisers: What You Need to Know Before Choosing One

 

A publication from the United States Securities & Exchange Commission

Checklist: Preparing to Help Aging Parents
 
A list of steps children can take to help their parents manage their affairs as they age

 

Checklist: Financial Hygiene
 
Basic steps to improve your financial health

 

 

Saving for College Education
 
Tax-advantaged alternatives for college savings 

 

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