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Whitepaper Archive

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 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

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

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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