Recent White Papers
What if there were a way to pay no taxes during retirement? Does that sound too good to be true? While completely eliminating taxes in retirement may be challenging, there are strategies that can help you significantly reduce your tax burden and potentially achieve a “zero-tax” retirement in a practical sense. In this guide, you’ll learn…...
On July 4, 2025, Congress passed H.R. 1 known as the One Big Beautiful Bill Act (OBBBA) introducing extensive tax changes that impact taxpayers. Learn what these changes mean for you and how they could impact your financial future. In this guide, you will learn about: New deductions New Trump accounts Other new rules And...
Updated for 2025: After a lifetime of saving, making the transition to retirement means facing a whole new set of challenges. Today’s retirees face a retirement landscape that is very different from the one their parents saw. Americans are living longer and enjoying active lifestyles, and may need to rely on their retirement strategies for longer....
More White Papers
Updated for 2025: The emotional aspect of investing can make or break your financial plan. Most people tend to let their emotions guide their investment decisions and admit investing is like riding an emotional roller coaster. Unfortunately, those emotions and biases can keep you from reaching your financial goals. In this guide, you’ll learn how […]
Updated for 2025: Every day, about 10,000 Americans retire. Unfortunately, far too many retirees don’t realize that their retirement plan is on life support right from the start because they’ve estimated their financial needs with numbers that are far from the reality they’ll face once they’ve clocked out for the last time. When it comes […]
Updated for 2025: More people than ever before are building their financial futures solo. As a single person, life’s tacks and turns can be more devastating than if you are building your wealth with someone else. So getting your boat back on course as early as possible is essential. Taking the helm solo requires special tools and strategies to […]
Updated for 2025: Saving and properly investing money tends to be the focus for people as they work toward retiring. But once you get into the retirement critical zone (within 10 to 15 years of retiring), the focus should include a withdrawal strategy. The strategy can help you keep more of what you’ve earned by […]
Updated for 2025: When the topic of retirement comes up, most people tend to focus on a couple of financial questions. However, it is just as important to determine your retirement vision! Retirement Lifestyle Planning is more than just the money required to retire… it’s about your lifestyle, growth, health, and relationships. In this guide […]
Updated for 2025: Whether you are retiring in a few months or a few years, Social Security is one of the most important decisions of your retirement. This Social Security Handbook walks you through what you will need to know for 2025 and beyond. This guide will explain… History of Social Security Recent Changes How […]
The word “taxes” may not be on the top of everyone’s list of favorite things to address. But, with some forward-looking preparations, managing your taxes does not have to be burdensome with the help of this tax planning guide. In this guide, you’ll learn… Important Tax Deadlines Retirement Account Limits & Roth IRA Income Limits […]
Updated for 2025: Interested in a retirement account that will expand your finances tax-free? Learn everything your need to know about Roth IRAs in this white paper. In this guide, you’ll learn… What a Roth IRA is and the benefits Differences between a Roth IRA and Traditional IRA Rules of Roth IRA contribution limits Roth […]
Updated for 2025 Want to learn the little-known secrets to help you prepare for retirement? This Retirement Readiness Guide includes 7 important and simple plays to help you get retirement ready despite the uncertainties that we may face. Planning for your retirement is something that takes time, so start today for a bright future tomorrow. […]
Updated for 2025: Are you cruising into retirement, or are you on a sinking ship? By plotting a good course and using proper tools and strategies, you can cruise into retirement. Unfortunately, many people need a life vest: they’re ill-prepared and without a compass. It’s all about being proactive. This checklist and guide will show […]
Keeping up with the constant tax changes can be difficult and finding all the information that affects you can take a lot of your time. But with our new guide, you’ll have all the tax provisions and changes affecting you for 2025 at your fingertips on one easy document. What you’ll learn: 2025 Tax Rate […]
Updated for 2025: How investment savvy are you? Do you know the difference between asset allocation and asset location? Many Americans don’t have a solid understanding of basic investing terms and concepts, and their lack of financial literacy can cost them! It can be difficult to grow your wealth if you don’t know what tools […]
