Complimentary Ebook
2021 Tax Planning
This newly updated and designed 2021 Tax Planning whitepaper can be a valuable resource when helping you stay prepared for the upcoming tax season. This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.
6 Important Financial Strategies For Your 20's and 30's
Younger generations have very different personal finance and investing priorities than their parents. This whitepaper helps individuals in their 20's and 30's navigate the world of investing and personal finance, and to help you start thinking seriously about your financial future.
The Great Spending Balance: Love your Life Today While Saving for Tomorrow
Many pre-retirees struggle to balance living a life they love in the present while also saving for the future. This E-Book outlines the top three expenditures that typically impact your ability to plan ahead: your home, vehicle, and travel. Use this E-Book to inspire you to get a head start investing while ensuring that you're enjoying the road to retirement.
5 Retirement Mistakes Small- Business Owners Make and How to Avoid them
As a business owner, you face unique challenges and opportunities when building a financial future. This special report provides insights on mistakes to avoid and steps to take when building the retirement you desire- while managing your myriad responsibilities.
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 and help improve your prospects for a comfortable retirement.
Planning a More Secure Future for your Child with Special Needs
Every family is different, and each of us must create financial strategies with our particular circumstances in mind. This is especially true for families that care for children with special needs. Parents often need to consider the present as well as the future for their special needs child, including a future where parents are no longer managing their child’s day-today needs and agenda. As with many of the first decisions we make as parents, these considerations may begin before birth.
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, you can improve your ability to file taxes without mistakes.
The Secure Act: What Does it Mean For You?
The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected. While the most drastic changes were made to retirement accounts, there are several other provisions that have also changed investment strategies for younger investors.