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Resource Library

We are happy to offer you these financial planning guides from Newkirk, as well as our quarterly newsletter.

Resource Library

These publications are not intended to take the place of professional advice. You'll want to consult with us before using any of the planning tools.

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Our Quarterly Client Newsletters

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2017-18 Tax Planning Guide

Every year brings tax changes and 2017-18 is no different. Given the changing nature of tax law and the complexity of the tax rules, planning is essential. However one thing is guaranteed, the debate over tax reform will continue. We can help keep you informed of legislative action that may affect your tax situation and develop tax-efficient strategies for you right now and in the future.

2017-18 Tax Planning Guide

RFPG

Retirement Planning Guide

The Retirement Planning Guide is designed to show you how to take charge of your future by beginning to plan for your retirement now.

Retirement Planning Guide

360 Degrees of Financial Literacy is a national volunteer effort of the nation's Certified Public Accountants to help Americans understand their personal finances and develop money management skills. It focuses on financial education as a lifelong endeavor — from children learning about the value of money to adults reaching a secure retirement. The 360 Degrees of Financial Literacy Web site offers general information for managing personal finances and does not recommend specific financial actions. For financial advice tailored to your situation, please contact an expert such as a CPA or a personal financial advisor.