E-book Library

UNDERSTAND WHERE YOUR FEDERAL TAX DOLLARS GO

In this e-book, we will explore where your tax dollars go and some of the ways tax filing may look different in 2021 as well as what you can do to prepare. 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.

Click below to download the full e-book.

20 and 30-somethings have very different personal finance and investing priorities than their parents. This e-book helps individuals in their 20s and 30s navigate the world of investing and personal finance, and to help them start thinking seriously about their financial future.

Discover how to invest wisely and responsibly and avoid the common traps and mistakes made by novice investors.

These seven principles of long-term investing will equip you to make the best decisions to pursue your financial goals. 

With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion.

This e-book outlines critical elements worth considering as you work with your financial professional on your estate strategy.

This e-book contains solid investment principles. Each point is broken down into bite-sized pieces.

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. This e-book discusses five common mistakes business owners make and common strategies they can use to overcome them. 

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.

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.

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.

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.

Despite the current market volatility, the best advice may be the simplest: step back, look at the big picture, and avoid any hasty decisions.

Click below to download the full e-book.

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. Now, more than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy going forward. For an overview of what to expect from this new legislation, click below.