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Retirement Planning Whitepapers & Worksheets

Retirement planning can be a daunting task, especially if you’re nearing or in retirement. That’s why AlphaStar Emerald Coast offers a range of retirement planning resources that can help you achieve financial security during this phase of life. Our retirement planning whitepapers and worksheets are excellent sources to download and access when you’re trying to organize your finances and stay on top of your financial plan.

Our resources cover essential areas such as tax planning, asset allocation, estate planning, and more, providing you with practical guidance and insights to make informed decisions about your financial future.

Key Financial Data | 2023

In our latest whitepaper, we delve into the intricacies of financial planning data for the year 2023. As we navigate through uncertain times, it is essential to have access to accurate and up-to-date information on financial planning trends, patterns, and behaviors. In this report, we present a comprehensive analysis of the latest financial planning data, which can aid you in making informed decisions regarding your financial future. Download this worksheet to explore the latest insights and trends in financial planning for 2023.

Secure Act 2.0

President Biden signed the 2023 Omnibus Appropriations package on December 23, 2022. Included in this funding bill for federal government operations was the SECURE 2.0 Act. The new version of the 2019 SECURE Act has key implications for retirement plans and outcomes. Here’s a summary of 15 important changes inside the SECURE 2.0 Act that you should know.

2023 Financial Fitness Checkup

Now is the perfect time to look at various aspects of your life and develop a plan to improve your financial fitness. In this whitepaper you’ll find a list of questions that may have an impact on your financial health in 2023 and beyond. Please check each question with a “yes” or “no” and write in any appropriate comments. Then call our office to schedule your Financial Fitness Checkup.

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It's never too late to start making progress toward your financial goals.

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