Whitepapers

2019 Tax Planning Guide

Recently Updated!

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6 Common Retirement Questions for Educators

As an educator contemplating the transition from work to retirement, we understand that you may have several questions about when and how you can retire. This report addresses some common questions and offers strategies to help you plan for a comfortable retirement.  

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5 Things Retirees Should Know about Social Security Benefits

Social Security provides an important source of guaranteed income for most Americans. Choosing the right claiming strategy is even more important under new Social Security regulations.

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5 Financial Mistakes Physicians Make

As investors, physicians have unique needs and face specific challenges. This special report discusses common mistakes that might affect growing your wealth, protecting your assets, and thriving financially in a shifting landscape of industry changes.

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5 Retirement Mistakes Small-Business Owners Make

As a business owner, you face unique challenges and opportunities when building your financial future. This special report provides insights on mistakes to avoid and steps to take for building the retirement your desire - while managing your myriad responsibilities.

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Women & Investing

Women investors face many challenges to building wealth and securing their financial future. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives.

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7 Principles of Long-Term Investing

Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors shoot themselves in the feet by making fundamental errors in their investing strategy.

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6 Critical Social Security Facts Retirees Must Know

Social Security provides an important source of guaranteed income for most Americans. Choosing the right claiming strategy is even more important under new Social Security regulations.

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9 Investment Pitfalls

Experience has taught us that successful investing requires discipline and the patient execution of a long-term strategy. In order to help our clients chart a course in uncertain waters, we've compiled a list of critical mistakes investors should avoid.

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