Free Guides

Don’t leave your financial planning for 2025 up to chance. By getting your financial house in order, you can kickstart your success. There’s no better way to prepare for a prosperous 2025! Think about what worked for you in 2024, and what didn’t. How can you improve your financial strategies? Downloading this Financial Planning Checklist puts you in the perfect position for just that—a successful 2025.

https://opalwealthadvisors.com/wp-content/uploads/2024/12/Opal-Ultimate-2025-Financial-Planning-Checklist.pdf

Around 60% of people will need caregiving assistance during their lifetime. By understanding what goes into being a caregiver for aging parents and the costs of long-term care, you can better set yourself and your family up for a smoother journey ahead.

https://opalwealthadvisors.com/wp-content/uploads/2024/10/Opal-Long-Term-Care-Guide-2.pdf

While everyone can benefit from a comprehensive, well-established estate plan, the need becomes even more critical for those with higher levels of wealth and larger, more complex estates.  These individuals and families often face unique challenges that may demand more sophisticated approaches to preserving and protecting wealth. And while estate planning might not always be a top priority, it's one of the most crucial steps you can take for yourself and your family. 

https://opalwealthadvisors.com/wp-content/uploads/2024/07/Opal-Estate-Planning-Guide-1.pdf

Are you keeping up with the latest tax changes? If not, you could be leaving money on the table…

While taxes are an inevitable part of life, staying on-top of the latest changes can help you minimize your tax bill. Even if your personal circumstances haven’t changed, the IRS makes inflation-related adjustments every year that have the potential to impact your tax rate, eligibility for certain credits, and more.

By exploring the IRS’s latest changes now, you can proactively make adjustments (like increasing retirement contributions) and potentially reduce your liability come next tax season.

https://opalwealthadvisors.com/wp-content/uploads/2024/04/Opal-Wealth-Tax-Guide-2.pdf

Don’t leave your financial planning for 2024 up to chance. By getting your financial house in order, you can kickstart your success. There’s no better way to prepare for a prosperous 2024! Think about what worked for you in 2023, and what didn’t. How can you improve your financial strategies? Downloading this Financial Planning Checklist puts you in the perfect position for just that—a successful 2024.

https://opalwealthadvisors.com/wp-content/uploads/2023/12/Opal_Ultimate_2024_Financial_Planning_Checklist.pdf

Are you worried Uncle Sam will take the lion’s share of your hard-earned money in retirement? Instead of playing defense in your golden years, design an offense with a proactive tax planning strategy that can help maximize your retirement income. Our guide, 10 Ways to Reduce the Tax Bite on Your Retirement Income, is filled with smart, actionable tips that can help lower your risk of running out of money in retirement.

https://opalwealthadvisors.com/wp-content/uploads/2023/09/10-Ways-to-Reduce-the-Tax-Bite-on-Your-Retirement-Income.pdf

As a successful person, you work hard to protect your loved ones. But if something were to happen to you, would they be able to locate important documents and financial information? With our Financial Life Organizer, you can make sure they have everything, all in one convenient place.

https://opalwealthadvisors.com/wp-content/uploads/2023/09/Opal_Financial_Life_Organizer_2023.pdf

You’ve put in years of hard work to amplify your earning power as an attorney. But when it comes to financial planning, it’s a different ball game. At Opal Wealth Advisors, we’ve identified five common pitfalls that can hinder your ability to save and prosper. And we explain what you can do about it in our free guide, 5 Financial Planning Opportunities for Attorneys.

https://opalwealthadvisors.com/wp-content/uploads/2023/09/Opal_5_Financial_Planning_Opportunities_for_Attorneys.pdf

Wouldn’t it be great for you and your partner to turn money from a source of conflict into a resource for achieving your dreams? Instead of arguing over finances, you can choose to start on a meaningful journey towards financial freedom—through a more successful money relationship.

https://opalwealthadvisors.com/wp-content/uploads/2023/02/Opal_Aligning_Goals_for_Couples.pdf

Charitable giving is rewarding in itself. What better way to use your wealth than to support organizations you believe in? It’s a great way to align your wealth with your values. There could also be some financial perks involved for the donor. Understanding the different charitable tools can help you give in a way that feels right to you—and is best for your long-term financial health and legacy.

https://opalwealthadvisors.com/wp-content/uploads/2023/01/Opal_Complete_Charitable_Giving_Tools_Guide.pdf

Managing your finances is stressful for everyone. And it can be even more stressful when you’re counted on to navigate a demanding career and keep the family unit strong. In this free guide, the OpalWomen team explores common mistakes many women make when it comes to their finances—so that you don’t find yourself repeating them. Inside, you’ll find the inspiration to overcome “money paralysis,” participate in your family’s financial planning, recognize your value and negotiate for what you’re worth, and much more.

https://opalwealthadvisors.com/wp-content/uploads/2021/03/Opal-How-to-Break-Through-the-Financial-Glass-Ceiling.pdf

Divorce is one of life’s most difficult curveballs and we’re here to help you in every way we can. This easy-to-follow guide details everything you need to know when it comes to sorting your new financial reality such as: important legalities to consider, what you can expect, common mistakes, planning based on income and spending and more. You are about to embark on a fresh new chapter of financial independence. Simply download this free guide and together, we will rebuild your financial future.

https://opalwealthadvisors.com/wp-content/uploads/2019/08/Opal_What_You_Need_to_Know_About_Divorce_and_Money.pdf

For better or worse, the most reliable predictor of financial success is something that's easy to overlook—our money mindset. We believe that there is a very real link between a person’s outlook and their reality. Simply put, a wealthy mindset sets the stage for a wealthy life. But what does this mean in practical terms? Download this free guide for actionable steps for transforming your money mindset and growing your long-term wealth.

https://opalwealthadvisors.com/wp-content/uploads/2018/12/Opal_How_Your_Money_Mindset_Can_Work_For_You.pdf

What makes a great investor? And can we use those characteristics to help us make better investing decisions in the future? This report identifies the five key factors that make up psychological risk tolerance and set strong investors apart from the pack. We believe these factors can help investors better understand how market participants tend to react under various market conditions. Download this free guide and tap into the financial behaviors that make a great investor.

https://opalwealthadvisors.com/wp-content/uploads/2018/12/Opal_Understanding_Great_Investors.pdf