Empower Your Financial Future
Discover our comprehensive investing guides designed to simplify and enrich your journey to financial independence.
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.
Legacy Will Planning Guide
As a Senior Wealth Advisor, I’ve created the “Legacy Will Planning Guide” to help you pass on your cherished values and memories, along with your wealth.
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.
Exponential Wealth
How to create sustainable income for life. Download your copy of our President and Founder, Tim Goodwin’s book for free.
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.
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.
2025 Divorce Financial Planning Checklist
What issues should you consider if you are going through a divorce? Click below to download our divorce planning checklist.
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.
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.
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.
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 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.
Tax Planning Guide
Tax planning 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, with two printable checklists at the end of this guide.
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!
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.
Navigating Medicare options before you retire
A brief guide to help you be prepared and plan ahead.
Navigating Medicare can be overwhelming and daunting as there are so many aspects and parts to consider and the timing is crucial.
Planning for Medicare before retirement is essential to ensure seamless healthcare coverage as you transition into your post-working years. This guide provides a step-by-step approach to navigating Medicare before retirement, including when to take specific actions, how to sign up, and valuable tips for maximizing your benefits. By understanding the Medicare enrollment process and planning ahead, you can make informed decisions in alignment with your retirement goals and financial well-being.
How to Navigate Healthcare in Early Retirement
Introductory Guide for Under-65 Retirees
Are you planning to retire before 65? Are you concerned about how you are going to pay for healthcare in your retirement?
Retiring before age 65 presents unique challenges, particularly when it comes to healthcare coverage. Without Medicare, early retirees must explore other options for medical coverage. This guide offers an overview of healthcare choices for early retirees, outlining benefits, drawbacks, and key FAQs. It’s a starting point, and we recommend consulting a health insurance professional to review your specific needs.
Executive Insights – Managing Wealth During Major Life Transitions
As a CFP® professional, I provide practical insights and actionable steps to high-level executives navigating pivotal moments in their financial journey.
Wealthy Woes – 10 Mistakes Wealthy Individuals Make in Their 50s Before Retiring
Expert advice from a CERTIFIED FINANCIAL PLANNER™ Professional to help you navigate your 50s wisely and avoid common pitfalls, minimize risk, and guide you toward a secure and meaningful retirement.
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. Please click here for further information.
