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Free Resources

Guides & Worksheets

Practical guides for your next financial decision.

Retirement

Boeing Employee Retirement Guide

Pension lump sum vs. annuity analysis, VIP compensation planning, 401(k) optimization strategies, and healthcare bridge options for Boeing employees approaching retirement.

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Retirement

Social Security Claiming Strategy Guide

How claiming age affects your lifetime benefit, spousal coordination strategies, the earnings test, and when delaying to 70 makes sense vs. claiming early.

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Estate

Estate Planning Essentials

Trust vs. will comparison, beneficiary review checklist, Washington State probate process, charitable giving strategies, and wealth transfer planning fundamentals.

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Business

Small Business Owner Financial Checklist

Succession planning timeline, key person insurance evaluation, SEP vs. SIMPLE vs. Solo 401(k) comparison, buy-sell agreement essentials, and owner retirement strategies.

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These guides are for educational purposes only and do not constitute investment advice. Investing involves risk including loss of principal. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

*Alex Carter, SC Financial Group and LPL Financial are not affiliated with, endorsed by, or sponsored by Boeing, Microsoft, Amazon, Google, or any other employer named on this page. Employer benefit details are general descriptions; confirm specifics with your plan documents.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Carter Financial Planning, SC Financial Group, and LPL Financial are separate entities. Carter Financial Planning and SC Financial Group are not registered as broker-dealers or investment advisors.

The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which he is properly registered or licensed. No offers may be made or accepted from any resident of any other state.

I am an LPL Financial registered representative and may also act as an Investment Adviser Representative through LPL Financial. Recommendations made in a brokerage capacity are subject to Regulation Best Interest. Recommendations made in an advisory capacity are subject to the Investment Advisers Act fiduciary standard. The capacity in which a recommendation is made will be disclosed at the time of the recommendation.

Investing involves risk including loss of principal. No strategy assures success or protects against loss. Past performance is not a guarantee of future results.

SC Financial Group and LPL Financial do not provide tax or legal advice. Consult your tax and/or legal advisor for specific guidance.

Check the background of this investment professional on FINRA BrokerCheck.

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