Financial Planning
Blockwall Partnerships and Sales Funnel
Learn more about the Blockwall planning process
Retirement Planning Checklist
This checklist can help you focus on some of the more important aspects of planning for retirement, no matter where you are in the process.
Monthly Retirement Income Worksheet
Use this to see where you stand in terms of your budget and current income sources in retirement
Taxes
Three Tax Buckets
Having assets in all three buckets allows you to manage your taxes and maximize distributions.
Taxes and Government Debt
Where do you think tax rates are going in the future?
Income Tax Planning Strategies
This chart shows the current tax rates that exist from the Tax Cuts and Jobs Act of 2017
Retirement
Longevity Risk
People are living longer and this increases risk of outliving your assets
Average Returns
Not always what they seem
Flexibility in Retirement
The effect of withdrawals on portfolio balances
Money Management
Taking Turns at the Top
This chart depicts how different asset classes performed yearly and why a diverse portfolio over time maximizes outcomes
Dollar Doubling
This chart shows you the effect taxes have on the growth of your money
Monthly Retirement Income Worksheet
Use this to see where you stand in terms of your budget and current income sources in retirement
10 Reasons to Rollover Assets from an Old Employer
This chart shows you the actual returns net of taxes
Informational Brochures
Tax Diversification Brochure
See how a well designed plan can increase your retirement income
Find Your Path Brochure
This brochure gives statistics about long term care and discusses possible solutions