Abacus


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Resources

For Clients

How Open Am I to Change?
Setting a goal to change is easy. Following through is considerably harder. This handout illustrates where you may fall on the scale regarding being open to change. Analyze your feelings and behaviors, and think about what steps you can take to become more open to change—both in your business and personal life.

PDF

Holiday Gift Inspiration
This installment of Abacus’s gift guide keeps your fan favorites, while adding additional financial resources for those hard-to-give-to friends and family members, such as the college students, young parents, and empty nesters.

PDF

Charity Watchdogs
Everywhere you look there is need—but you are facing a bewildering array of charitable organizations who claim they can get the job done. This list will help you identify a reputable organization.

PDF

10 Steps to Prevent Identity Theft
Considering the recent security breaches and increased number of threats, you may be wondering how you can best protect yourself from Identity Theft. Implement several (or all!) of these tips to both decrease the risk of your identity being stolen and catch any identity theft quickly if it occurs..

PDF

Guide to Selecting a Retirement Community
Choosing a Retirement Community for yourself or your loved one is a difficult decision. Use this list of questions and accompanying checklist to ensure you are thinking through the factors appropriately.

PDF

6 Tips for College Students
A collection of financial tips for students in college.

PDF

Analyzing Public Outrage
Investors in the stock market often react negatively to events which they perceive as hazardous. The following chart compares the actual likelihood versus public perception of hazards. You may be surprised to observe the discrepancy in real versus perceived risk!

PDF

Life With Abacus
Abacus works with each of our clients to create an abundant life supported by a financial plan. Life with Abacus provides an overview of many of the behind-the-scenes activities that help your Abacus team proactively monitor your plan, scan the horizon for changes to evolve your plan, and execute your plan.

PDF

January Fun
The Abacus team recommends our favorite puzzles, books, and coloring books that keep our energy high—even on the most demanding of days!

PDF

2016 Major Events in the S&P 500
Major events during 2016 include a market correction in February, the Brexit vote in June, and the presidential election. Click to view a graphical representation of the effects of major events during 2016 on the performance of the S&P 500.

PDF

Festive Financial Resources for Families
Here at Abacus, we love giving books as gifts! This guide includes book recommendations for everyone from a beginner investor, to caregiver, to graduate.

PDF

Emergency Plan Preparation
We recommend every household create an emergency plan! Review this resource for tips on what to include, as well as recommendations for mobile apps that can assist you.

PDF

Abacus in Greenville
Abacus Planning Group is merging with Beckwith Financial Advisors in Greenville, SC. Review these Frequently Asked Questions to learn about Beckwith, as well as understand what this means for our clients!

PDF

Achieving a Better Life Experience
The Achieving a Better Life Experience (ABLE) Act extends the college savings 529 plan concept to create tax-free savings accounts for individuals with disabilities. For more details, review Abacus’s ABLE account Frequently Asked Questions.

PDF

FDIC Insurance
This Abacus resource details the amount of FDIC deposit coverage you may be entitled to for each type of account.

PDF

Money Market Regulations
A guide to the new rules enacted by the Securities and Exchange Commission governing money market funds

PDF

Unique Abilities
Seeking to better understand your unique strengths and talents? This questionnaire leads you through a process to assess your “unique abilities”. Abacus recommends you craft a career that builds on these strengths and abilities.

PDF

Holiday Gift Guide
Looking for the perfect gift for developing financial skills at every age? This guide has gift ideas from the youngest child to the newest parent (or grandparent) on your list.

PDF

Tale of Two Neighbors
The most valuable habit for achieving financial success is saving a portion of what you earn. As Albert Einstein noted: “Compound interest is the eighth wonder of the world. He who understands it, earns it . . . he who doesn’t . . . pays it.” This chart compares the success of those who heed Mr. Einstein’s advice to those who do not.

PDF

Digital Signature – How To
How to use Adobe EchoSign to digitally sign a document sent by Abacus.


Helping Others After Tragedy Strikes
Eight tips on what to say and do when helping someone who has experienced a tragedy.

PDF

Flood Insurance Frequently Asked Questions
Columbia, SC faced catastrophic flooding in 2015. Many homes were damaged by rising water and people had questions about flood insurance. This article is a collection of frequently asked questions and answers about flood insurance, coverage, and claims.

PDF

Student Loan Decision Tree and Primer
An excellent guide on student loan repayment and the factors that may impact your repayment decisions.

PDF

Decoding Your Credit Report
Our guide on how to review your credit report, assist you with detecting and reporting errors, and help you discover fraudulent information.

PDF (45 KB)

Choosing a Credit Card
A guide to choosing your next (or first) credit card.

PDF (45 KB)

How Credit Works
Learn how credit works, and what factors determine your chances of approval and credit score.

PDF (45 KB)

Storage Guidelines
Our guidelines on which financial documents you should keep, and for how long.

PDF (45 KB)

Health Savings Account
Ten important guidelines concerning a Health Savings Account.

PDF

Medicare/Medigap Enrollment Timeline
Our Medicare Timeline highlights the different enrollment periods for Medicare Part A and B, Part D or prescription drug plans and Medicare supplemental plans. Included is information every 65 year old should know about Medicare when enrolling.

PDF (58 KB)

Identity Theft Advice
Our tips and resources to prevent and combat identity theft.

PDF (54 KB)

For Attorneys

Sample Amendment to and Restatement of Revocable Trust
Sample amendment naming National Advisors Trust Company, FSB, as successor trustee and appointing a National Advisors Holding, Inc. Shareholder Firm, as investment advisor.

PDF (195 KB)

Sample Trust Agreement
Sample for creating a new trust naming National Advisors Trust Company, FSB, as trustee and appointing a National Advisors Holdings, Inc. Shareholder Firm, as investment advisor.

PDF (120 KB)

For CPAs

2017 Supplementary Tax Information
Useful information for preparing federal, state, and city tax returns.

PDF (451 KB)

2016 Tax Exempt Interest Dividends
State-by-state matrix to help report earnings from Vanguard Municipal Bond funds and Vanguard Tax-Managed Balanced Fund.

PDF (145 KB)

For Advisors

Peer Review Questions
According to the Harvard Business Review, the 360-degree feedback process profoundly and consistently changes lives. Abacus believes this process will also change your organization. Check out these peer review questions to gain a competitive advantage and help your firm evolve to the next level of success.

PDF

Incapacity Directive
Sample form that outlines who an advisor can contact if a situation would arise where the client shows behavioral changes or other tendencies that appear out of keeping with previous patterns.

PDF (21 KB)

Resources

For Clients

How Open Am I to Change?
Setting a goal to change is easy. Following through is considerably harder. This handout illustrates where you may fall on the scale regarding being open to change. Analyze your feelings and behaviors, and think about what steps you can take to become more open to change—both in your business and personal life.

PDF

Holiday Gift Inspiration
This installment of Abacus’s gift guide keeps your fan favorites, while adding additional financial resources for those hard-to-give-to friends and family members, such as the college students, young parents, and empty nesters.

PDF

Charity Watchdogs
Everywhere you look there is need—but you are facing a bewildering array of charitable organizations who claim they can get the job done. This list will help you identify a reputable organization.

PDF

10 Steps to Prevent Identity Theft
Considering the recent security breaches and increased number of threats, you may be wondering how you can best protect yourself from Identity Theft. Implement several (or all!) of these tips to both decrease the risk of your identity being stolen and catch any identity theft quickly if it occurs..

PDF

Guide to Selecting a Retirement Community
Choosing a Retirement Community for yourself or your loved one is a difficult decision. Use this list of questions and accompanying checklist to ensure you are thinking through the factors appropriately.

PDF

6 Tips for College Students
A collection of financial tips for students in college.

PDF

Analyzing Public Outrage
Investors in the stock market often react negatively to events which they perceive as hazardous. The following chart compares the actual likelihood versus public perception of hazards. You may be surprised to observe the discrepancy in real versus perceived risk!

PDF

Life With Abacus
Abacus works with each of our clients to create an abundant life supported by a financial plan. Life with Abacus provides an overview of many of the behind-the-scenes activities that help your Abacus team proactively monitor your plan, scan the horizon for changes to evolve your plan, and execute your plan.

PDF

January Fun
The Abacus team recommends our favorite puzzles, books, and coloring books that keep our energy high—even on the most demanding of days!

PDF

2016 Major Events in the S&P 500
Major events during 2016 include a market correction in February, the Brexit vote in June, and the presidential election. Click to view a graphical representation of the effects of major events during 2016 on the performance of the S&P 500.

PDF

Festive Financial Resources for Families
Here at Abacus, we love giving books as gifts! This guide includes book recommendations for everyone from a beginner investor, to caregiver, to graduate.

PDF

Emergency Plan Preparation
We recommend every household create an emergency plan! Review this resource for tips on what to include, as well as recommendations for mobile apps that can assist you.

PDF

Abacus in Greenville
Abacus Planning Group is merging with Beckwith Financial Advisors in Greenville, SC. Review these Frequently Asked Questions to learn about Beckwith, as well as understand what this means for our clients!

PDF

Achieving a Better Life Experience
The Achieving a Better Life Experience (ABLE) Act extends the college savings 529 plan concept to create tax-free savings accounts for individuals with disabilities. For more details, review Abacus’s ABLE account Frequently Asked Questions.

PDF

FDIC Insurance
This Abacus resource details the amount of FDIC deposit coverage you may be entitled to for each type of account.

PDF

Money Market Regulations
A guide to the new rules enacted by the Securities and Exchange Commission governing money market funds

PDF

Unique Abilities
Seeking to better understand your unique strengths and talents? This questionnaire leads you through a process to assess your “unique abilities”. Abacus recommends you craft a career that builds on these strengths and abilities.

PDF

Holiday Gift Guide
Looking for the perfect gift for developing financial skills at every age? This guide has gift ideas from the youngest child to the newest parent (or grandparent) on your list.

PDF

Tale of Two Neighbors
The most valuable habit for achieving financial success is saving a portion of what you earn. As Albert Einstein noted: “Compound interest is the eighth wonder of the world. He who understands it, earns it . . . he who doesn’t . . . pays it.” This chart compares the success of those who heed Mr. Einstein’s advice to those who do not.

PDF

Digital Signature – How To
How to use Adobe EchoSign to digitally sign a document sent by Abacus.


Helping Others After Tragedy Strikes
Eight tips on what to say and do when helping someone who has experienced a tragedy.

PDF

Flood Insurance Frequently Asked Questions
Columbia, SC faced catastrophic flooding in 2015. Many homes were damaged by rising water and people had questions about flood insurance. This article is a collection of frequently asked questions and answers about flood insurance, coverage, and claims.

PDF

Student Loan Decision Tree and Primer
An excellent guide on student loan repayment and the factors that may impact your repayment decisions.

PDF

Decoding Your Credit Report
Our guide on how to review your credit report, assist you with detecting and reporting errors, and help you discover fraudulent information.

PDF (45 KB)

Choosing a Credit Card
A guide to choosing your next (or first) credit card.

PDF (45 KB)

How Credit Works
Learn how credit works, and what factors determine your chances of approval and credit score.

PDF (45 KB)

Storage Guidelines
Our guidelines on which financial documents you should keep, and for how long.

PDF (45 KB)

Health Savings Account
Ten important guidelines concerning a Health Savings Account.

PDF

Medicare/Medigap Enrollment Timeline
Our Medicare Timeline highlights the different enrollment periods for Medicare Part A and B, Part D or prescription drug plans and Medicare supplemental plans. Included is information every 65 year old should know about Medicare when enrolling.

PDF (58 KB)

Identity Theft Advice
Our tips and resources to prevent and combat identity theft.

PDF (54 KB)

For Attorneys

Sample Amendment to and Restatement of Revocable Trust
Sample amendment naming National Advisors Trust Company, FSB, as successor trustee and appointing a National Advisors Holding, Inc. Shareholder Firm, as investment advisor.

PDF (195 KB)

Sample Trust Agreement
Sample for creating a new trust naming National Advisors Trust Company, FSB, as trustee and appointing a National Advisors Holdings, Inc. Shareholder Firm, as investment advisor.

PDF (120 KB)

For CPAs

2017 Supplementary Tax Information
Useful information for preparing federal, state, and city tax returns.

PDF (451 KB)

2016 Tax Exempt Interest Dividends
State-by-state matrix to help report earnings from Vanguard Municipal Bond funds and Vanguard Tax-Managed Balanced Fund.

PDF (145 KB)

For Advisors

Peer Review Questions
According to the Harvard Business Review, the 360-degree feedback process profoundly and consistently changes lives. Abacus believes this process will also change your organization. Check out these peer review questions to gain a competitive advantage and help your firm evolve to the next level of success.

PDF

Incapacity Directive
Sample form that outlines who an advisor can contact if a situation would arise where the client shows behavioral changes or other tendencies that appear out of keeping with previous patterns.

PDF (21 KB)

Resources

For Clients

How Open Am I to Change?
Setting a goal to change is easy. Following through is considerably harder. This handout illustrates where you may fall on the scale regarding being open to change. Analyze your feelings and behaviors, and think about what steps you can take to become more open to change—both in your business and personal life.

PDF

Holiday Gift Inspiration
This installment of Abacus’s gift guide keeps your fan favorites, while adding additional financial resources for those hard-to-give-to friends and family members, such as the college students, young parents, and empty nesters.

PDF

Charity Watchdogs
Everywhere you look there is need—but you are facing a bewildering array of charitable organizations who claim they can get the job done. This list will help you identify a reputable organization.

PDF

10 Steps to Prevent Identity Theft
Considering the recent security breaches and increased number of threats, you may be wondering how you can best protect yourself from Identity Theft. Implement several (or all!) of these tips to both decrease the risk of your identity being stolen and catch any identity theft quickly if it occurs..

PDF

Guide to Selecting a Retirement Community
Choosing a Retirement Community for yourself or your loved one is a difficult decision. Use this list of questions and accompanying checklist to ensure you are thinking through the factors appropriately.

PDF

6 Tips for College Students
A collection of financial tips for students in college.

PDF

Analyzing Public Outrage
Investors in the stock market often react negatively to events which they perceive as hazardous. The following chart compares the actual likelihood versus public perception of hazards. You may be surprised to observe the discrepancy in real versus perceived risk!

PDF

Life With Abacus
Abacus works with each of our clients to create an abundant life supported by a financial plan. Life with Abacus provides an overview of many of the behind-the-scenes activities that help your Abacus team proactively monitor your plan, scan the horizon for changes to evolve your plan, and execute your plan.

PDF

January Fun
The Abacus team recommends our favorite puzzles, books, and coloring books that keep our energy high—even on the most demanding of days!

PDF

2016 Major Events in the S&P 500
Major events during 2016 include a market correction in February, the Brexit vote in June, and the presidential election. Click to view a graphical representation of the effects of major events during 2016 on the performance of the S&P 500.

PDF

Festive Financial Resources for Families
Here at Abacus, we love giving books as gifts! This guide includes book recommendations for everyone from a beginner investor, to caregiver, to graduate.

PDF

Emergency Plan Preparation
We recommend every household create an emergency plan! Review this resource for tips on what to include, as well as recommendations for mobile apps that can assist you.

PDF

Abacus in Greenville
Abacus Planning Group is merging with Beckwith Financial Advisors in Greenville, SC. Review these Frequently Asked Questions to learn about Beckwith, as well as understand what this means for our clients!

PDF

Achieving a Better Life Experience
The Achieving a Better Life Experience (ABLE) Act extends the college savings 529 plan concept to create tax-free savings accounts for individuals with disabilities. For more details, review Abacus’s ABLE account Frequently Asked Questions.

PDF

FDIC Insurance
This Abacus resource details the amount of FDIC deposit coverage you may be entitled to for each type of account.

PDF

Money Market Regulations
A guide to the new rules enacted by the Securities and Exchange Commission governing money market funds

PDF

Unique Abilities
Seeking to better understand your unique strengths and talents? This questionnaire leads you through a process to assess your “unique abilities”. Abacus recommends you craft a career that builds on these strengths and abilities.

PDF

Holiday Gift Guide
Looking for the perfect gift for developing financial skills at every age? This guide has gift ideas from the youngest child to the newest parent (or grandparent) on your list.

PDF

Tale of Two Neighbors
The most valuable habit for achieving financial success is saving a portion of what you earn. As Albert Einstein noted: “Compound interest is the eighth wonder of the world. He who understands it, earns it . . . he who doesn’t . . . pays it.” This chart compares the success of those who heed Mr. Einstein’s advice to those who do not.

PDF

Digital Signature – How To
How to use Adobe EchoSign to digitally sign a document sent by Abacus.


Helping Others After Tragedy Strikes
Eight tips on what to say and do when helping someone who has experienced a tragedy.

PDF

Flood Insurance Frequently Asked Questions
Columbia, SC faced catastrophic flooding in 2015. Many homes were damaged by rising water and people had questions about flood insurance. This article is a collection of frequently asked questions and answers about flood insurance, coverage, and claims.

PDF

Student Loan Decision Tree and Primer
An excellent guide on student loan repayment and the factors that may impact your repayment decisions.

PDF

Decoding Your Credit Report
Our guide on how to review your credit report, assist you with detecting and reporting errors, and help you discover fraudulent information.

PDF (45 KB)

Choosing a Credit Card
A guide to choosing your next (or first) credit card.

PDF (45 KB)

How Credit Works
Learn how credit works, and what factors determine your chances of approval and credit score.

PDF (45 KB)

Storage Guidelines
Our guidelines on which financial documents you should keep, and for how long.

PDF (45 KB)

Health Savings Account
Ten important guidelines concerning a Health Savings Account.

PDF

Medicare/Medigap Enrollment Timeline
Our Medicare Timeline highlights the different enrollment periods for Medicare Part A and B, Part D or prescription drug plans and Medicare supplemental plans. Included is information every 65 year old should know about Medicare when enrolling.

PDF (58 KB)

Identity Theft Advice
Our tips and resources to prevent and combat identity theft.

PDF (54 KB)

For Attorneys

Sample Amendment to and Restatement of Revocable Trust
Sample amendment naming National Advisors Trust Company, FSB, as successor trustee and appointing a National Advisors Holding, Inc. Shareholder Firm, as investment advisor.

PDF (195 KB)

Sample Trust Agreement
Sample for creating a new trust naming National Advisors Trust Company, FSB, as trustee and appointing a National Advisors Holdings, Inc. Shareholder Firm, as investment advisor.

PDF (120 KB)

For CPAs

2017 Supplementary Tax Information
Useful information for preparing federal, state, and city tax returns.

PDF (451 KB)

2016 Tax Exempt Interest Dividends
State-by-state matrix to help report earnings from Vanguard Municipal Bond funds and Vanguard Tax-Managed Balanced Fund.

PDF (145 KB)

For Advisors

Peer Review Questions
According to the Harvard Business Review, the 360-degree feedback process profoundly and consistently changes lives. Abacus believes this process will also change your organization. Check out these peer review questions to gain a competitive advantage and help your firm evolve to the next level of success.

PDF

Incapacity Directive
Sample form that outlines who an advisor can contact if a situation would arise where the client shows behavioral changes or other tendencies that appear out of keeping with previous patterns.

PDF (21 KB)