loader image

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.

401(k) Action Steps to Take Now

 This resource offers valuable tips to save on taxes and fees while putting you ahead in your retirement preparations. Maximize contributions, leverage employer matches, diversify investments, and stay one step ahead for a secure 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.

A Guide to 401(k) Hidden Fees

Uncover hidden fees and safeguard your retirement savings with our concise whitepaper, “A Guide to Hidden Fees.” Shockingly, many 401(k) participants are unaware of the fees they’re paying, with 27% unsure of the amount and 37% oblivious to the existence of fees altogether, despite 95% being subject to them. Neglecting these fees can significantly erode your savings over time. For instance, an annual fee of just 50 basis points over 30 years can diminish your purchasing power by one-eighth. Download our whitepaper now to protect your financial future and take control of your retirement savings.

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.

Milestone Birthdays After 50

You’ve reached the big “five- ‘O’”. The fun is just getting started! Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

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.

Managing Inflation in Retirement

Protect your financial future from inflation by downloading our concise whitepaper. As the market experiences fluctuations, rising prices, and concerns about inflation, it’s crucial for those nearing retirement or already retired to take action. Our guide provides valuable insights into the historical effects of inflation, the role of the Federal Reserve, and effective strategies for managing inflation. Don’t let inflation erode your savings. Download our whitepaper now and secure your financial well-being.

Get started today.

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

Please enter your email to access this content