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Complimentary E-Books

Working with a Financial Professional

Working with a Financial Professional

When pondering your financial future, coordinating a retirement strategy while managing your day-to-day personal finances can feel overwhelming for even the most confident investor. A  financial professional may help you from being your worst enemy when following up on your financial strategy.

2024 Tax Planning

2024 Tax Planning

This guide will explore how tax filing may look different this tax year and what you can do to prepare. Remember that this guide is for informational purposes only and is not a replacement for real-life advice, so consult your tax, legal, and accounting professionals before modifying your strategy

The Great Spending Balance

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 eBook outlines the top three expenditures that typically impact their ability to plan ahead: their home, vehicle, and travel. 

5 Retirement Mistakes Small-Business Owners Make

5 Retirement Mistakes Small-Business Owners Make

In the United States, small business owners often have complicated financial lives that may require professional support. A common obstacle financial professionals can help small business owners overcome is the belief that one’s company is the only retirement vehicle necessary.

Take Charge of Your 401(k)

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

Preparing for a Satisfying Retirement

Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan. We created this special report to help you make the most of your saving and investing opportunities.

Common Tax Errors to Avoid

Common Tax Errors to Avoid

Filing your taxes can be a complex responsibility, and accidental errors can be easy to make.

By being diligent, carefully strategizing, and keeping tight records, we can help improve your ability to file taxes without mistakes.

Planning a More Secure Future for a Child with Special Needs

Planning a More Secure Future for a Child with Special Needs

Parents and guardians of children with special needs have both immediate and long-term financial issues to consider for their children, and every child has a unique set of circumstances to attend to when crafting a financial strategy.

We created this e-book to support parents and guardians of children with special needs to prepare for their children’s futures.

Don't Panic

Don't Panic

In your investing lifetime, you will live through several periods of market volatility. These periods may cause you to second-guess your investment strategy or even consider a different approach to managing your money.

Certainly, the level of volatility we’ve seen during the COVID-19 (novel coronavirus) pandemic is rare.

Click below to download the full e-book.

Five Ways to Stay Confident in Retirement

Five Ways to Stay Confident in Retirement

Today's retirees are living longer and experiencing retirement in new ways. They’re traveling the world, learning new skills, and redefining the retirement community.

Sound expensive? It can be.

This e-book takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt.

Click below to read the full guide.