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How to Appeal Your Property Taxes
What's My 2023 Tax Bracket?
Global and International Funds
Latest Video's
The Top Cybersecurity Threats for 2024
The Top Cybersecurity Threats in 2024 Recap PDF: Download
Cybersecurity Training Available:
Caring for Generations: Estate Planning & Long Term Care Essentials for Your Aging Parents
- Compassion and Choices: https://www.compassionandchoices.org/
- The Dartmouth Dementia Directive: https://sites.dartmouth.edu/dementiadirective/
- Genworth Cost of Care Survey: https://www.genworth.com/aging-and-you/finances/cost-of-care.html/
Social Security 101 - Preparing for Retirement
- Social Security 101 Presentation Slides: Download Slides
- Social Security Website: ssa.gov
2023 "Market Insights Unveiled: Navigating The Economic Landscape" with Portfolio Manager, Adam Elover, Director & Senior Portfolio Manager at City National Rochdale
What's New For Medicare? Medicare 101 & Changes for 2023
- United Healthcare Get To Know Medicare PowerPoint Presentation: Download Slides
- Dublin Health & Benefit Group, LLC: Visit Website
2023 Market Outlook with John Buchanan, VP & Senior Portfolio Specialist for Savos Investments & Market Blend Portfolios
Understanding Alzheimer's & Dementia: Melissa Grenier, Regional Manager for the State of NH's Alzheimer's Association.
Understanding Your Estate Webinar Related Links & Downloads
- Ansell & Anderson P.A. Trust & Estate Law
- Medicaid Pamphlet
- Understanding Your Estate Guide
- My Life/My Wishes, a Self-Directed Planning Guide
- The e-book, Everything You Wanted to Know About The End but Were Afraid to Ask
- The Funeral Cost Estimator (helps people get a sense of cost for a variety of options)
- The Phaneuf Brochure (includes information on offerings and packages)
Past Events Videos
Current Thinking Of Our Investment Manager Partners
- City National Rochdale | Insights
- Clark Capital Management Group | Market Updates | Blog | Video Library
- Morningstar | Morningstar
- Capital Group/American Funds | Insights
- JP Morgan | Insights
- New Frontier Advisors | Market Updates | Blog | Video Library
Useful Calculator Tools
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