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

Guide: Planning for Success

Investment Advisers: What You Need to Know Before Choosing One

A publication from the United States Securities & Exchange Commission

Choosing an Investment Advisor

Checklist: Preparing to Help Aging Parents

A list of steps children can take to help their parents manage their affairs as they age

Checklist for Aging Parents

Checklist: Financial Hygiene

Basic steps to improve your financial health

Financial Health Checklist

Saving for College Education

Tax-advantaged alternatives for college savings

Saving for College

LEWINTER WEALTH ADVISORS LLC

Helping you achieve your life goals through strategic financial planning and wealth management