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2021 Tax Planning

2021 Tax Planning

This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation. 

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Insured at Every Stage: 

Insured at Every Stage: 

We have 4 helpful e-books to walk you through just starting out up until your golden years. 

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Planning a More Secure Future for Your Child with Special

Planning a More Secure Future for Your Child with Special

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 ebook to support parents and guardians of children with special needs to prepare for their children’s futures.

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5 Ways to Stay Confident in Retirement

5 Ways to Stay Confident in Retirement

Today's retirees are living longer and experiencing retirement in new ways. They’re traveling the world, learning new skills, and redefining the retirement community. Sound expensive? It can be. This ebook takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt.

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<br />Don't Panic: A Timely Resource to Focus on the Bigger Picture


Don't Panic: A Timely Resource to Focus on the Bigger Picture

“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.

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2020 Tax Planning Guide

2020 Tax Planning Guide

This guide will help you make end-of-year preparations, direct you through the complexities of filing taxes in early 2020, and provide easy tips for looking ahead to future tax preparations.

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Women &#38; Investing: A Financial Guidebook for Women

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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6 Retirement Questions Government Employees Should Be Asking

6 Retirement Questions Government Employees Should Be Asking

There are emotions and worries tied into retirement. When it comes to government workers, you have additional challenges to consider when evaluating benefits and options.

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59 1/2: Why is This Age so Important?

59 1/2: Why is This Age so Important?

What happens at 59 1/2? Plenty. Your may not be aware of all the advantages available at this special age. This e-book delves into what makes 59 1/2 so important and how to take advantage of it.

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6 Important Financial Strategies for the 20 and 30-Somethings

6 Important Financial Strategies for the 20 and 30-Somethings

20 and 30-somethings have very different personal finance and investing priorities than their parents. We wrote this guide to help individuals in their 20s and 30s navigate the world of investing and personal finance. 

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4 Critical Social Security Facts Retirees MUST Know

4 Critical Social Security Facts Retirees MUST Know

Social Security is a big concern for many Americans. We encourage you to incorporate the principles and facts in this guide to your retirement strategy to help optimize your Social Security benefits. 

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Unlocking the Treasures to Financial Wellness

Unlocking the Treasures to Financial Wellness

We care about all aspects of your wellness. Stay financially fit with our guide to financial wellness. 

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Giving Back With Planned Philanthropy Guide

Giving Back With Planned Philanthropy Guide

Success in life is about more than amassing wealth. It’s about the conscious legacy you leave behind for your loved ones, community, and society. We created this special guide to share some of the financial and social benefits of a proactive approach to philanthropy.

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7 Principles of Long-Term Investing Guide

7 Principles of Long-Term Investing Guide

Investing may sound enticing. But how do you do it? This guide provides you with the keys to smart investing for the long haul. Discover how to invest wisely and responsibly and avoid the common traps and mistakes made by novice investors.

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