Financial Whitepaper Library (FWL)

Our Financial and Insurance Whitepapers cover retirement planning, Medicaid, insurance, market outlook and a host of topics so you can become knowledgeable.  Learn more about finance, retirement, insurance and everything else related to financial planning, investment and strategies by reading some of our financial whitepapers.  Knowledge is power.  We want powerful clients.  If you know of a resource that you believe others would benefit from, let us know and we would love to add it to our library.  Email Tom Dunlap with your suggestions.

IRMAA chart 2015

2015 Tax Update

Medicare & You 2015

Choosing a Medigap Plan 2015

A Primer on Section 529 Plans



Securities offered through LPL Financial, Member FINRA/SIPC( and Investment advice offered through Fellows Financial Group, LLC, a registered investment advisor. Fellows Financial Group, LLC. and Blake Fellows are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, CO, FL, HI, MD, MT, NC, PA, VA, WV.


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