Resource of the Month

Every month we feature a resource guide about an important aspect of your business—including retirement plans, life insurance policies, and much, much more. Each resource guide that we feature will be available for you to download so that you can access our Resource of the Month whenever you need it. It’s the knowledge you need, right at your fingertips!

The Robin Weingast team is always available to discuss these resources in depth. We would be happy to walk you through what they mean for your business and how they can help you reach your business goals.

 

We also welcome your feedback on Resource of the Month Topics that would benefit you. Just email rsw@rswtpa.com with any feedback, and we’ll get right to work finding you the resources you need to stay on top of your game and ahead of the curve!

2019 Resources

October 2019: Checklist for Family Health Crisis Planning

September 2019: Five Ways to Boost Retirement Confidence

June 2019: Five Planning Tips for Unexpected Events

May 2019: Five Tips for Proactively Helping Aging Parents

April 2019: Four Things Those Who Aren't Saving for Retirement Need to Know

March 2019: Five Tips to Help with Retirement Readiness

February 2019: The Importance of Beneficiary Designations

January 2019: The Bipartisan Budget Act of 2018

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2018 Resources

October 2018: Retirement Planning Tips for Your 50s & 60s

September 2018: Thinking About Retirement Differently

August 2018: Preparing for Durable Power of Attorney

July 2018: General Purposes of Life Insurance

June 2018: Basic Investment Tools

April 2018: Up to Your Neck in Debt?

March 2018: Six Ways to Simplify Your Finances

February 2018: Business Highlights of the Tax Cuts and Jobs Act of 2017

January 2018: Ten Reasons to Buy Life Insurance in Pension Plans

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2017 Resources

November 2017: Long-Term Care

October 2017: Four Fall Financial Planning Resources

September 2017: Annual Financial Review

August 2017: Planning for Kids Going to College

July 2017: Individual Disability Income Insurance

June 2017: The Personal Budget

May 2017: Sources of Disability Income

April 2017: Checking Your Credit Report

March 2017: Planning for Women

February 2017: The Need for Retirement Planning

January 2017: Estate Planning Checklist

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© 2018 by Robin S. Weingast & Associates, Inc.

100 Quentin Roosevelt Boulevard Suite # 507
Garden City, NY 11530 

516.794.1450 • rsw@rswtpa.com

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