Broker Check

Whitepapers

2020 Tax Plannning

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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Women & Investing
A Financial Guidebook for Women

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

We hope you find useful information that helps you make the most of your financial well-being today and every day.

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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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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.

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4 Critical Social Security Facts Retirees Must Know

More than 67 million Americans (22% of the U.S.population) receive some form of Social Security. The public insurance has been laying the foundation for economic security for Americans for more than 80 years, providing help to retirees and others.

Here are four important changes to Social Security

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5 Financial Mistakes Physicians Make
and how to avoid them

On average, physicians spend as many as 14 years in college and postgraduate training, including earning bachelor’s and medical degrees and serving internships, residencies, and even a fellowship.

While medical school prepares young women and men to care for their patients, it doesn’t typically prepare them to run their practices or equip them with the tools they need for a lifetime of managing their families’ financial security

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