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Whitepapers

We hope you find these topics interesting and useful. We will continue to add new whitepapers, so visit this page again soon!

Don't Panic

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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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. This Whitepaper was developed to assist pre-retirees in preparing for this next step. While you can’t be certain what the future holds, you can strategize for the retirement you want – and take these five steps to help you get there with confidence.

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2020 Tax Planning Whitepaper

2020 Tax Planning Whitepaper

In this guide, we’ll explore ways you could be affected by the 2019 changes to the tax law. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

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Women and Investing

Women and Investing

Women investors face many challenges to building wealth and
securing their financial futures. We developed this resource as
a guidebook for women who are seeking perspectives on how
to take control of their financial lives.

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5 Retirement Mistakes Small Business Owners Make

5 Retirement Mistakes Small Business Owners Make

This special report provides insights on mistakes to avoid and steps to
take for building the retirement you desire—while managing your myriad responsibilities.

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401K Action Steps

401K Action Steps

  • Information that can help save thousands in taxes and fees
  • Tips for speeding up retirement preparations
  • Critical mistakes to avoid
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