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Complimentary E-Books

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

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Take Charge of Your 401(k) 

Take Charge of Your 401(k) 

This eBook covers:

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

The Secure Act

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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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.

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.

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2020 Tax Planning

2020 Tax Planning

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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Peace of Mind Checklist

Peace of Mind Checklist

We created this Peace of Mind Checklist to be a simple tool for organizing the vital documents of your life. We encourage you to share this checklist with your close family members, as well as your financial professional, attorney, accountant, and your executor. This may be one of the easiest, but most valuable gifts you can give yourself and your family.

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Is College Worth It?<br />Understanding the Costs and Benefits of College

Is College Worth It?
Understanding the Costs and Benefits of College

This e-book examines the costs and benefits of attending college today in hopes of helping families and young Americans make appropriate education-related choices for their futures.

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