FORUM WEALTH MANAGEMENT

CONNECT

Address:

6350 E. Carolina Drive
Scottsdale, AZ 85254

Phone:

(480) 442-5259

Fax/Other:

(855) 319-1346

Resource Centers

Social Security Resource Center

Millions of baby boomers are set to retire in the next 20 years, and most will rely on Social Security as an important source of retirement income. As they approach retirement, Americans want to understand how Social Security works. How much will they receive from Social Security? When should they begin receiving retirement benefits? What challenges is the Social Security system facing? These are some of the topics that our Social Security Resource Center explores.

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Women's Resource Center

Women often face unique challenges and circumstances throughout their lives. That's why we've launched a new education center that looks at different financial topics from a woman's perspective. Money management; navigating the business world; the financial implications of marriage and raising a family; as well as retirement, estate, and investment planning -- these are just some of the topics that we'll explore.

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Military Resource Center

Current members and veterans of the U.S. Armed Forces face unique challenges and circumstances. Not only have they been tasked with the great responsibility of protecting our country, they must also provide for their own financial well-being and that of their families. Service members and veterans have sources of income and benefits that may not be available to civilians. Our Military Resource Center provides information on topics such as general financial planning, retirement planning, and estate planning, along with background information on some of the benefits available to members of the military and veterans.

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Retirement Plan Participant Resource Center

These resources help explain why participating in your employer’s retirement savings plan can be one of the smartest financial moves you make.  They will also help you understand the basics of investing and explain how to put together a saving strategy to pursue your retirement goals.  Leaving your job or retiring? These materials will help guide you through the transition.

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Health-Care Reform Resource Center

Signed into law in 2010, The Affordable Care Act makes sweeping changes to our health-care system. In general, the legislation mandates that most individuals have minimum health insurance or face a possible tax. And while employers are not required to offer health insurance to their employees, those electing not to offer coverage may face a penalty. How does the health-care reform law affect you? If you have health insurance, can you keep it? If you’re a small business owner, do you have to offer insurance to your employees or face a penalty? How does the law affect seniors and Medicare? These are just some of the topics that our Health-Care Reform Resource Center explores.

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