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Whitepaper Archive

2021 Tax Planning Whitepaper

2021 Tax Planning Whitepaper

In this guide, we will explore where your tax dollars go and some of the ways tax filing may look different in 2021 as well as what you can do to prepare. 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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Navigating Divorce

Navigating Divorce

Experiencing a divorce is rarely something couples expect to face. Yet, inevitably, some marriages do unravel, affecting each partner’s financial life in the process. While divorce overall has been steadily decreasing, it’s still common in the U.S. In fact, among those 50 and older, the divorce rate has doubled since 1990, and tripled for those over 65.1

1. ThinkAdvisor.com, February 11, 2020

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Common Tax Errors 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.

This whitepaper offers some tips on common filing errors to avoid, as you prepare your taxes.

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Take Charge of Your 401(k)

Take Charge of Your 401(k)

HIGHLIGHTS INCLUDE:

  • Powerful information that could potentially save you thousands in taxes and fees
  • Tips to help put you one step ahead in your retirement preparations
  • Critical mistakes that cannot be corrected (and how to avoid them)
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Seven Reasons You Need More Than A Robo-Advisor

Seven Reasons You Need More Than A Robo-Advisor

You may have read about the rise of so-called “robo-advisors,” online investing platforms that use computer-generated algorithms to create strategies and manage your money.

These platforms provide simple portfolio management with very little human interaction at rock-bottom prices. With the increasing popularity of these platforms, you might be asking yourself: Do I even need a financial representative?


We think you do. Here are 7 reasons why:

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2020 Tax Planning Whitepaper

2020 Tax Planning Whitepaper

The countdown begins. Once the clock rolls us into 2020, tax season gets
underway. The old calendar year, 2019, will have officially been put to rest.

Deductions from your paychecks and other income sources will begin counting for the
New Year.

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Retirement Questions for Educators

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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Women & 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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Estate Strategies

Estate Strategies

Taking steps to help protect your estate is a key financial choice.  With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones.  This whitepaper outlines critical elements worth considering when creating your own estate strategies.

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2019 Tax Whitepaper

2019 Tax Whitepaper

The countdown begins. Once the clock rolls us into 2019, tax season gets underway. The old calendar year, 2018, will have been put officially to rest.

Deductions from your paychecks and other income sources will begin counting for the New Year. Once it’s 2019, we can celebrate, and look to even better days ahead. But we dare not neglect our fiduciary obligations to the old year.

On January 1, it’ll be 104 days to April 15, 2019. That’s the deadline the IRS sets for tax returns. If you miss that deadline, you may face consequences.

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