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.
2021 Tax Planning
This newly updated and designed 2021 Tax Planning whitepaper can be a valuable resource when helping clients 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.
Navigating Divorce
No one ever enters into a marriage expecting that it will end. A divorce can be one of the most challenging things to go through, and can often negatively impact the finances of both parties. However, with some careful preparation and research, you can help your clients work towards safeguarding their financial future in this new phase of life
6 Important Financial Strategies for Your 20s and 30s
Younger generations have very different personal finance and investing priorities than their parents. Use this whitepaper to help 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.
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 whitepaper outlines the top three expenditures that typically impact their ability to plan ahead: home, vehicle, and travel. Use this whitepaper to get a head start investing while ensuring that you're enjoying the road to retirement.
Don't Panic
“Don’t panic.” Advice that seems more difficult to follow these days. Because of the novel coronavirus (COVID-19)’s effects on the financial markets, not panicking may be easier said than done.
Take Charge of your 401(k)
This whitepaper can help you keep up with your financial needs, while avoiding common (and expensive) mistakes.
Whitepaper covers:
- Information that can help save thousands in taxes and fees
- Tips for speeding up retirement preparations
- Critical mistakes 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. Even if you are choosing to work with a tax professional, you are responsible for making sure they correctly file all your financial details.
This whitepaper can help you by offering tips on some common filing errors to avoid, as you prepare their taxes.
Women and Investing Guidebook
Financial success is a goal for many, but women face unique barriers that can make that goal more challenging to achieve. This whitepaper explores these daunting challenges but also examines investing pitfalls that all investors should avoid when taking control of their financial futures.
9 Investment Pitfalls
The financial markets reached record highs in 2017, reflecting a growing economy. Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate.
Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high.
To help you overcome these challenges, we've compiled a list of common mistakes and guidelines.
Planning a More Secure Future for Your Child with Special Needs
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 whitepaper to support parents and guardians of children with special needs to prepare for their children’s futures. Parents and guardians of children with special needs rely on a specialized team of individuals, including you, who can provide them resources to help set their children up for success. You could also offer to share this information with anyone, even if they are not parents or guardians of children with special needs, as they might have relatives, friends, or colleagues who could benefit from this guide.
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.
This whitepaper will help you understand the basics of the SECURE Act, while providing critical talking points to work with your clients on their investing strategy.
Retirement Questions For Educators
As an educator contemplating the transition from work to retirement, we understand you may have several questions about when and how you can retire. This report addresses common questions and offers strategies to help you plan for a comfortable retirement.
Planning a More Secure Future for Your Child with Special Needs
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 whitepaper to support parents and guardians of children with special needs to prepare for their children’s futures. Parents and guardians of children with special needs rely on a specialized team of individuals, including you, who can provide them resources to help set their children up for success. You could also offer to share this information with anyone, even if they are not parents or guardians of children with special needs, as they might have relatives, friends, or colleagues who could benefit from this guide.
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.
This whitepaper will help you understand the basics of the SECURE Act, while providing critical talking points to work with your clients on their investing strategy.