Retirement Readiness Guide
Want to learn the little-known secrets to help you prepare for retirement? This Retirement Readiness Guide includes 7 plays to help you get retirement ready despite the uncertainties that we may face.
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Pursuing a Better Investment Experience
Pursuing a Better Investment Experience highlights 10 key decisions that can help investors effectively target long-term wealth in the capital markets. Learn what strategies can help you improve your odds of success.… Read more
5 Retirement Mistakes Small Business Owners Make
As a business owner, you face unique challenges and opportunities when building your financial future. Many of these challenges can be avoided with the proper planning.
Challenges we often see small business owners face include:
- Not Creating a Retirement Road Map
Almost half of business owners don’t have retirement strategies in place1
- Not Having an Exit Strategy
Only 15% … Read more
Tax Reform: Trump vs. House GOP
Updated May, 2017
With Republicans in control of the White House and both chambers of Congress, many think 2017 could be a major year for tax reform. It’s been three decades since the last major tax reform, but negotiation is in order before any type of reform will be accomplished.
President Donald Trump and the Republican Party remain divided on … Read more
Estate Plan Organizer
This whitepaper was updated on July 31, 2017
One of the best gifts you can leave your loved ones is an organized estate. Help simplify matters for your heirs by getting your estate in order. This organizer is perfect for those who wish to structure their estate records so that they can keep better track of all the important information … Read more
Making the Most of Medicare | A Guide for Baby Boomers
If you have Medicare questions, this guide can help you get the answers you need. Medicare expert Dr. Katy Votava dives into the A, B, C’s of Medicare.
- 2016 premiums and Income Related Monthly Adjustment Amounts (IRMAA)
- 2016 Medicare Part A and B out-of-pocket costs
- Medicare Part D costs and “donut-hole” threshold
- Easy Medicare enrollment charts
Limited number of downloads … Read more
America’s Retirement Crisis
Despite being the largest, wealthiest, and most influential generation of Americans, baby boomers are facing one of the most serious retirement challenges in history. A combination of declining income, increased longevity, and high costs means that an increasing number of Americans face the possibility of outliving their assets.
In this white paper, you will learn…
- The effects of the financial
5 Costly Life Insurance Mistakes
Making a mistake with life insurance can hurt the ones you love most. Fortunately, with some advance preparation and careful thought, you can help avoid these costly errors.
Here are some of the most common life insurance pitfalls we see:
- Choosing the Cheapest Policy
- Failing to Review Your Life Insurance Regularly
- Naming Your Estate as Beneficiary
- Relying on Your Employer-Provided
Retirement Income Strategies
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.
In this white paper, you will learn…… Read more
8 Timeless Principles of Investing
Markets are bound to fluctuate, but these investing principles will always apply. In this whitepaper, learn eight investing tips that will help you feel confident in your portfolio even when markets are volatile.… Read more
2016 Tax Planning Guide
Although tax season is in April, it’s never too late to start your tax planning early. In fact, many tax advantaged strategies need to be completed by December 31st. Here is your tax planning guide for the end of 2015 and the upcoming 2016 year.
Included in this guide:
- Tax law changes in 2016
- What actions you can
6 Critical Social Security Facts Retirees Must Know – Updated With New Laws
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New Social Security Rules
Updated as of November 6, 2015
The Social Security landscape changed dramatically in 2015 when Congress abolished several advanced claiming strategies that helped retirees increase lifetime income. The new Social Security rules make it more important than ever to make informed decisions when incorporating Social Security into your overall financial strategies.
If … Read more