guides

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Money Conversations to Improve Your Finances

20 money conversations you should be having weekly, monthly, and annually. Download this list of conversations around your financial goals, spending habits, investment decisions, budget, and overall plan.

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Exponential Wealth

How to create sustainable income for life. Download your copy of our President and Founder, Tim Goodwin’s book for free.

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An Investor’s Guide to Your First $100,000 in Investable Assets

Please read the guide and download the printable roadmap and checklist that goes with it to help you pay off debt, save, and begin investing with a goal in mind. Use this tool to reach your first $100,000 in investable assets.

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An Investor’s Guide to Finding Your Right-fit Advisor

Finding your right-fit advisor can be challenging. We’ve made a list of things to consider as you look for an advisor you can trust with your retirement.

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2024 Divorce Financial Planning Checklist

What issues should you consider if you are going through a divorce? Click below to download our divorce planning checklist. Don’t worry; we are not gathering your information for this guide, as we know this topic is sensitive.

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An Investor’s Guide to the Sandwich Generation – tips for caring for your aging parents

The sandwich generation guide is meant to help those of you taking care of your parents while still raising your children. Deciding the best way to care for your aging parents is a huge decision. In this guide, we address the common feelings of guilt, setting boundaries, a caregiving checklist, a list of all the documents you will need access to (from financial to health care), and different care and insurance options for you to consider.

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End-of-year Planning Guide

As the end of the year approaches, consider the following items that may impact your financial, tax planning, and estate planning goals. The guide was made with our team of advisors, a CPA, and an estate planner. It highlights the importance of tax planning, maximizing employee benefits, understanding capital gains distributions, utilizing donor-advised funds for charitable giving, and managing medical expenses.

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Retirement and Tax Planning Quick Sheet

When considering the new 2024 retirement and tax planning guidelines, do you feel scattered and unorganized? Keeping track of all the changes can feel overwhelming. To provide you with some clarity, we created a 2024 Retirement and Tax Planning Quicksheet to help you see all the new updates in one easy-to-follow worksheet. This simple cheat sheet will help you organize and plan for 2024. In the quick sheet, we share the new retirement limits, Income tax brackets, capital gains tax rate thresholds, standard deductions, traditional IRA deductions, MAGI phase-outs, Roth IRA contributions, MAGI phase-outs, and Medicare premiums.

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Retirement Income Guide

Calculate your income in retirement and 30-plus income streams for you to consider to help fill in any gaps in your retirement plan.

7 steps to planning for a happy retirement guide

7 Steps to Planning For Your Happy Retirement

Retirement is a significant milestone in life, and proper financial planning is crucial to ensure a happy and secure retirement. If you are over 55 years old with over $300,000 in investable assets and are asking yourself, “Can I retire?” This guide is here to help you gain confidence, peace of mind, and a sense of security. Following these steps, you can assess your financial situation, set achievable retirement goals, and determine if you are ready to retire.

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Tax Planning Guide for 2024

Tax planning for 2024 will help you save money on taxes next year. Planning ahead for taxes can help save money and reduce stress during tax season. Here are some tax planning strategies for individuals and small business owners to consider in 2024, with two printable checklists at the end of this guide.

The College Payment Playbook for Parents

The College Payment Playbook for Parents

With this College Payment Playbook, you’ll have a solid game plan to tackle the financial aspects of your child’s college education. By following these plays and utilizing your financial advisors’ tips, you can confidently navigate the journey of paying for college and ensure a brighter future for your child. And remember, it’s never too late to start planning for your child’s college education!

A Guide to Stewarding Your Inheritance

You received an inheritance. Now what? Did you recently receive an inheritance, and you don’t know what to do with the money? The first step is to take a breath and resist the temptation to make impulsive decisions. This is an exciting gift you have been given, and you want to steward it well. You will want to consider your financial goals, both short-term and long-term. To learn how to steward your inheritance well, download our free guide.

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What issues should you consider if your spouse passes away?

We realize that the loss of a spouse can be so difficult and you need time to grieve. The grieving process can make it difficult to deal with the long list of to-dos, especially alone. When it comes to finances, you might not have been the one to handle the money decisions. This could make the list of to-dos seem even more overwhelming. We wanted to provide a list of things to consider that could be helpful to you at this time. You can download the free checklist below.

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Five Star 2023

Disclosure: Goodwin Investment Advisory, LLC is an SEC registered Investment Adviser. The Google ratings, client satisfaction ratings and reference on The Ramsey Show were given by current clients, and were not compensated with cash, or non-cash compensation. There are no material conflicts of interest on the part of the person(s) giving the ratings and references resulting from the person’s relationship with Goodwin Investment Advisory, therefore has no incentive to recommend the adviser. The Reader’s Choice Award is based on nomination and voting by community members and others, and also include employees of Goodwin Investment Advisory. Please click here for further information.