Ebooks, Checklists, and Guides

Issues should i consider before i retire

What Issues Should I Consider Before I Retire?

This retirement checklist covers 32 important planning issues to identify and consider for and individual who wants to retire.

should I rollover my 401k..PNG

Should I Rollover My Old 401(k)?

This retirement workflow addresses some of the most common issues that should be considered before doing a 401(k) rollover:

Issues to consider during a recession or

What Issues Should I Consider During a Recession or Market Downturn?

This checklist covers powerful issues to consider during a recession or stock market downturn including Roth conversions and more.

Roth conversion picture.PNG

Should I Consider Doing a Roth Conversion?

Roth conversions can be a helpful retirement strategy. Find out if it makes sense to do a Roth Conversion.

Am I eligible for Social Security Benefits as a Spouse?

If you qualify, it may be helpful to collect Social Security as a spouse. Find out if you are eligible for spousal Social Security benefits.

Screen Shot 2020-06-19 at 11.52.33 AM.pn

Do I Qualify for Surviving Spouse Social Security Benefits?

If you qualify as a surviving spouse, it may be helpful for collecting social security. Find out if you are eligible  for surviving spouse Social Security benefits.

Roth IRA vs. Traditional IRA (Screenshot

Should I Contribute to my Roth IRA or Traditional IRA?

This IRA workflow covers eligibility and advantages for contributing to either your Roth IRA or your Traditional IRA.

Screen Shot 2020-06-22 at 1.13.55 PM.png

What Accounts Should I Consider if I Want to Save More?

This savings account comparison checklist highlights different types of savings accounts and their purposes.

Screen Shot 2020-06-22 at 3.17.46 PM.png

What Emergency Relief Options Should I Consider During the Coronavirus Pandemic?

This checklist covers powerful relief options to consider during the Coronavirus Pandemic Including: Cash flow issues and Tax issues.

Free Portfolio Checkup

What is the right mix of investments for your individual or family situation? Find our with our FREE portfolio checkup.

2019_Financial Advisor Comparison Tool_N

Questions to Ask a Financial Advisor Before You Hire

Finding the right financial advisor can be hard. This comprehensive list of questions will help you find the best financial advisor for you and your family.

Qualified_Charitable_Distribution.PNG

Can I Do a Qualified Charitable Distribution?

Find out how to reduce taxes and give more to your favorite charity with a Qualified Charitable Contribution.

Screen Shot 2020-06-22 at 2.40.16 PM.png

Important Tax, Savings, and Investment Information for 2020

This Financial Information Spreadsheet presents updated Tax, Savings, and Investment information in an easy to read format.

FOLLOW US ON

  • Grey LinkedIn Icon
  • Grey Facebook Icon
  • YouTube

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018