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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.


Alten Sakai Quarterly Client Newsletter

 

2016 Tax Planning Guide

2017 Tax Planning Guide

This 2017 Tax Planning Guide offers valuable tips and strategies to help you lower your tax bill and take advantage of the many tax-saving features contained in the federal tax code.

2017 Tax Planning Guide


Retirement Planning Guide

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


Retirement Planning Guide

 

 

 

 

 

 

 

 


 

Retirement Planning Guide

 

 


 

AICPA - 360degrees of Financial Literacy

 

 

 

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.