Worksheets & Articles

Joe’s Worksheets:

• Tough Questions No Advisor or Company Wants You To Ask!

• The Six-Step Process for a Solid S.S. Income and Retirement Solution

• The Pre-Retirement Checklist

 Articles:

• Deficit vs. Debt
• Great Grandfather Story
• How to Determine The Amount of Risk For Your Savings
• The Six Must Have Documents That Most Need…But Don’t Have!
• Home Foundation
• Property and Casualty Foundation

Forms:

• HIPAA Release
• Quality of Life Directive to be used with Health Care Proxy
• Medical Directive
• Additional Beneficiary Retirement Account Checklist

Links:

• Budget Juggling – created by my friend and co-author, Tony Liu.
• Peter G. Peterson Foundation
• The U.S. Debt Clock