Learn More About Your Financial Journey
Download & Start Reading Instantly!
At Big State Financial we create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities.
Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.
Social Security Guide
Optimizing Social Security In Today’s World
Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Optimizing Your Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.
The Secure Acts
Basics of the SECURE Act 2.0 and 2019
It’s important to seek out advice on how to create and update your retirement plan based on the new provisions of the SECURE Acts so that you can take advantage of the opportunities and avoid the pitfalls. At Big State Financial we can explain how the latest retirement legislation could affect you specifically. The rules are complex, but your objectives may be as simple as finding strategies to help minimize your taxes, grow your savings, and pass on your wealth to your loved ones.
A Short Introduction To Long-Term Care
What To Know And How To Prepare
If you know someone who takes care of their parents or if you’ve done it yourself, you know how stressful it can be. Now, think about a time when you might need that same care. Even if your family members are nearby and can help you around the house as you get older, they might not be able to provide you with all the care you need. That’s why having a long-term care strategy can help give you and your family peace of mind and help lessen the burden of an unexpected expense.
The Little Red Book of Retirement Series
Empower your retirement knowledge
When most people think about retirement, they may simply think of an age or an amount of money to retire with. These two factors alone aren’t enough to secure a prosperous retirement. The Little Red Book of Retirement Series aims to help you address important questions that pertain to your retirement planning needs in an effort to help you get closer to reaching your goals now and in retirement. Download your free digital copies to get started!
