Complimentary Ebook

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 and help improve your prospects for a comfortable retirement.

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Planning a More Secure Future for your Child with Special Needs

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.

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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, you can improve your ability to file taxes without mistakes. 

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The Secure Act: What Does it Mean For You?

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.

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