FAS Wealth Partners

RESOURCES

Access our in-house content library covering a broad spectrum of financial topics

Estate strategy review with a financial advisor

Estate Strategy: Does the New Tax Law Change What Your Family Needs?

The new federal estate tax exemption is higher than ever, but that does not mean your estate strategy is complete. Learn how state estate taxes, trusts, beneficiary designations, and outdated estate documents could still affect your family's legacy....
Retirement strategies for women can help support long-term financial security.

Helpful Retirement Strategies for Women

Retirement strategies for women can help address longevity, retirement savings, and long-term financial security through proactive planning....
Retirement planning for women involves preparing for longevity, healthcare costs, and retirement income needs.

Retirement Planning for Women: Key Considerations for Long-Term Financial Security

Women often face unique retirement planning challenges. Learn key considerations for retirement income, Social Security, healthcare costs, and long-term financial security....
Market declines are a normal part of long-term investing.

Market Declines: Pullbacks, Corrections, and Bear Markets

Market declines are a normal part of investing. Learn the differences between pullbacks, corrections, and bear markets and why maintaining a long-term perspective matters during periods of volatility....
Couple discussing retirement planning for couples with a financial advisor

The Retirement Conversation Couples Keep Avoiding

Retirement planning for couples involves more than savings and investments. Learn six important questions that can help align expectations and prepare for a successful retirement together....
Financial windfall planning after a business sale or liquidity event

What Would You Do With a Financial Windfall?

A significant financial windfall can change your future, but the decisions made in the months that follow often matter more than the amount itself. Learn practical strategies for navigating inheritances, business sales, ESOP distributions, and other liquidity events....
Business owner reviewing financial information after an ESOP liquidity event and company sale

ESOP Liquidity Event Planning: What Happens to Your ESOP in a Company Sale

ESOP liquidity event planning can help participants prepare for distributions, taxes, retirement income decisions, and wealth management following a company sale....
ESOP retirement planning checklist for employees approaching retirement

ESOP Retirement Planning Checklist: Key Steps Before You Leave Work

An ESOP retirement planning checklist can help participants prepare for distributions, retirement income, taxes, and long-term financial planning decisions....