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Tax Reform: Trump vs. House GOP

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… Read more

estate plan organizer

Estate Plan Organizer

This whitepaper was updated on November 29, 2016 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… 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… Read more

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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… Read more

retirement income strategies

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… 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.


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… Read more