Complimentary E-Books
2021 Tax Planning
This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.
Navigating Divorce
No one ever enters into a marriage expecting that it will end. A divorce can be one of the most challenging things to go through, and can often negatively impact the finances of both parties.
6 Important Financial Strategies for Your 20s and 30s
Younger generations have very different personal finance and investing priorities than their parents. Learn to avigate the world of investing and personal finance, and start thinking seriously about their financial future.
The Great Spending Balance
Many pre-retirees struggle to balance living a life they love in the present while also saving for the future.
This outlines the top three expenditures that typically impact their ability to plan ahead: their home, vehicle, and travel. Use this whitepaper to inspire your clients and prospects to get a head start investing while ensuring that they're enjoying the road to retirement.
5 Retirement Mistakes Small-Business Owners Make
Common obstacle financial professionals can help small business owners overcome is the belief that one’s company is the only retirement vehicle necessary.
This discusses five common mistakes business owners make and common strategies they can use to overcome them.
Take Charge of Your 401(k)
This e-book covers:
- Information that can help save thousands in taxes and fees
- Tips for speeding up retirement preparations
- Critical mistakes to avoid
Preparing For A Satisfying Retirement
Strategies to Help You Get the Most Out of Your 401(k) Retirement Plan
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Common Tax Errors To Avoid
Navigating the U.S. tax system can be challenging.
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5 Ways To Stay Confident In Retirement
Today’s retirees are living longer than ever before and experiencing retirement in new ways.
While you can’t be certain what the future holds, you can strategize for the retirement life you want—and take these five steps to help you get there with confidence.
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Women & Investing
Taking control of one’s financial life is important for all of us, but women face unique challenges. Whether you are single, partnered, parenting, or planning for retirement, there’s a lot to watch out for.
By understanding the financial challenges most women face, you can be better equipped to avoid pitfalls and pursue the life you want.
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Don't Panic
Despite the current market volatility, the best advice may be the simplest: step back, look at the big picture, and avoid any hasty decisions.
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The Secure Act
What Does It Mean For You?
The SECURE Act was passed at the end of 2019, with most provisions going into effect on January 1, 2020. It can be confusing to wade through the legislation and extract the implications of these changes.
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7 Principles Of Long Term Investing
Hiding your money under a mattress, as an investment strategy, is probably not a good idea.
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Important Financial Strategies To Help You
Find Prosperity In Your 20s And 30s
Managing personal finances and investing provide many options for pursuing your wealth management goals by starting to address them in your 20s and 30s. We wrote this e-book to help you navigate the vast world of investing and personal finance so that you may successfully build toward your financial future.
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8 Timeless Principles Of Investing
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