AMDG Financial offers articles, videos, presentations and our "Good Steward's Guides" to help you learn more about financial planning and the value of working with a competent, ethical financial adviser. We frequently add new items to this online library, so we invite you to check this page often for the latest tools and downloads!

Reports

Q1 2018 Market Review

Presentations

Making Sense of Tax Reform

Instructions for Taking a Comprehensive Financial Inventory (Courtesy of The Michigan Association of Certified Public Accountants)

Financial Inventory Worksheet (PDF) (Courtesy of The Michigan Association of Certified Public Accountants)

Financial Inventory Worksheet (.xls) (Courtesy of the Michigan Association of Certified Public Accountants)

Financial Affairs at the End of Life (PDF) (Courtesy of The Michigan Association of Certified Public Accountants)

Good Steward's Guides

Good Steward's Guide to Finding a Fiduciary Adviser

Good Steward's Guide to Social Security Retirement Benefits

Good Steward's Guide to Charitable Giving

Video Gallery