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EUSTACE ADVISORS Articles and Research Papers
- 2-Fund and 3-Fund Portfolio Recommendations
- A Process for Early Payoff of Student Loans
- An Estate Planning Call to Action - Missteps to Avoid
- An Introduction to Investing
- Create an Intentional Budget
- Disability Insurance Overview
- Education Savings Options
- Establishing an Emergency Savings Fund
- Estate Planning Fundamentals
- How to Build a CD Ladder
- How to Check Your Credits Scores and Credit Reports
- How to Manage a Market Downturn
- How to Select a Financial Advisor
- How to Start Investing
- Insurance Policy Reviews (Auto, Home and Liability/Umbrella)
- Life Insurance Overview
- Managing Old Employer 401(k) Accounts
- New Rules for Inherited Retirement Accounts
- Optimizing the Effect of Itemized Deductions
- Personal Financial Mistakes to Avoid
- Scenarios That Favor Roth Conversions
- Should I Pay Off My Mortgage Early?
- Should You Make Biweekly Mortgage Payments?
- Tax Implications of the One Big Beautiful Bill Act
- The Advantages of a 401(k) Plan
- The Difference Between Effective and Marginal Income Tax Rates
- Time - An Investor's Best Friend
- Understanding Mutual Fund Capital Gains
- Why Monitoring Your Credit Score and Credit Reports Is Important
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EUSTACE ADVISORS Templates for Client Use
- Balance Sheet for Single Person
- Balance Sheet for Couples
- Budget for Single Person
- Budget for Couples
- Budget vs. Actual Spending Calculator
- Income Statement for Single Person
- Income Statement for Couples
- Key Information File
- Life Insurance Needs Calculator
- Tax Return Preparation - Personal Information
- Tax Return Preparation - Documents to Gather
- Tax Return Preparation - Itemized Deduction Checklist
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INDUSTRY Articles and Resources
Important Numbers for 2025 (fpPATHFINDER)
Important Numbers for 2024 (fpPATHFINDER)
John Hancock Investment Management - 2025 Understanding Medicare Presentation (not for distribution)
Medicare and You - 2024 Edition
Medicare and You - 2025 Edition
How Medicare Works with Other Insurance Plans - 2025 Edition