Social Security Checklist
This Social Security Checklist of questions and considerations you should review before you make any decisions about how, and when, you start taking Social Security benefits.
5 Things Retirees Should Know About Social Security Benefits
One of the biggest mistakes today’s retirees can make is to underestimate how important Social Security is to their retirement income strategies. 5 Things Retirees Should Know about Social Security covers information you can't afford to ignore.
Retirement Plan Checklist
Does your retirement portfolio account for yearly inflation? What about higher taxes? Have you considered how much of your savings you want left over for your beneficiaries? These are just a few of the many questions about your financial future that you should ask yourself upon retirement.
2019 Tax Planning
Between spending time with your family and friends, your taxes usually are not top of mind. Yet any free moments you can spare now will help you stay ahead in 2019. We are happy to share with you our 2019 tax guide so you can make the most of your financial strategies.
Tax Preparation Checklist
Whether you see a tax professional or prepare your own taxes, use this checklist as your personal guide to compiling your tax documents. It is not a legal document; it may, however, save you time and remind you which tax documents you've accrued throughout the year.
41 Frequently Asked Questions
Are you interested in planning your financial future but are unsure of where to start? If so, you are not alone. This article answers some of the most common questions about financial planning.
Understanding Required Minimum Distributions (RMDs)
The rules surrounding required minimum distributions can be confusing, so when it’s time to start withdrawing the money you’ve accumulated, you want to make sure you make the right decisions. This white paper will help you understand those rules along with the impact that RMDs may have on your IRA or retirement account as well as your tax situation.
Looking At Financial Issues As Retirement Draws Near
While retirement is perceived as a permanent hiatus from working at a job, there is still plenty of work to be done on your retirement plan after you leave the workforce. Understanding the principles found within this article will help you plan to have enough money to last throughout retirement.
The Money Code
The Money Code is a modern tale of one person’s journey to uncover the five secrets to living his one best financial life. Through his voyage, you’ll learn how to prevent bad decisions about money, identify your Money Mind®, use a custom checklist to improve your entire financial life, clearly discuss decisions about money with your loved ones, and finally take complete control of your financial life.
Women & Investing
Women investors face many challenges to building wealth and securing their financial future. This guide was developed as a resource for women who are seeking guidance on how to take control of their financial lives.
401(k) Survival Guide
With record numbers of baby boomers nearing retirement every year with a 401(k) savings plan, the question of what do with it has quickly became a common and very important question. One of the biggest challenges is figuring out which direction to take for your unique situation. Our 401(k) Survival Guide is designed to help you figure out what to do with your 401(k) and to give you a base level of understanding of your available options.
Tax Reduction Strategies
When forecasting your portfolio’s future, be sure to include the tax reduction strategies discussed in this article. Implementing them could be the difference between a stress-free or stressful retirement.
Choosing a Financial Advisor: What to Know Before You Invest
Financial Advisors are everywhere, so choosing the right one is extremely important. What questions should I ask? Where do I look? Download this white paper to find out!
Naming a Trust as the IRA Beneficiary
Planning on leaving your IRA funds to your kids, but concerned with how they will use the money after you’re gone? Naming a trust as your IRA beneficiary allows you to control your future legacy and protect inherited assets from taxes, creditors, divorces, spendthrifts and more. But like most things IRA-related, this can get tricky and complex.
Inherited IRAs: Tips You Need to Know
If you just inherited an IRA, you may not be familiar with the rules that pertain to them. Download this white paper to help avoid mistakes that could lead to expensive consequences.
Life Insurance vs. Roth IRAs
With both of these products offering tax-free investment growth, how can you decide which is the best option for you? While both accounts offer this benefit, the rules for each are very different. Download this white paper to find out the differences you need to consider before investing.
Estate Planning Guide
Learn what’s important to consider when formulating your estate plan strategy. You work your whole life building, planning and maintaining your estate. Complete the included checklist to ensure that your estate plan is up to date and organized securely for distribution among your beneficiaries.
Estate Planning Checklist
You work your whole life building, planning and maintaining your estate. Complete the following checklist to ensure that your estate plan is up to date and organized securely for distribution among your beneficiaries.
5 Things to Prepare for in Retirement
Have you ever wondered why most investors think there is less risk when the markets are good, and more risk when the markets are bad? In many situations, the markets may actually be more poised for a rebound after a down period. This is just one of the things you must plan for before retiring.
Exit Planning Workbook for Business Owners
Exiting your business will be one of the defining moments of your career. The following workbook will help you analyze your expectations and strategize your exit plan before carrying out this momentous decision.
Importance of Bonds in a Quality Financial Plan
Bonds are a strategic companion to other investment options in a well-rounded portfolio due to their inherent stability and income potential. While they might not be exciting, they offer a much-needed component to many investment portfolios. This white paper explains how bonds work and why they may have a place in many investment portfolios.
70 Things You Should Expect from Your Advisor
Your financial advisor should feel a great deal of responsibility when preparing your financial future. Read the following to learn more about what you should expect from your financial advisor.
Caring for Aging Parents
If necessary, be sure to include your parents’ financial future into your own. The following article explains the many financial programs available to the elderly, and how you can help your parents take advantage of them.
Components of a Quality Financial Plan
The effectiveness of any financial plan is dependent on the quality of information taken into account. Do-it-yourself online calculators are a great starting point, but you need more information to make recommendations that can truly be useful in creating a plan that can reach your goal.