Recent White Papers
Do you want to pursue a better investment experience? Our comprehensive guide 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 and set you up for long-term success. (Note: This guide was previously called Pursuing a Better...
The word “taxes” may not be at 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...
Planning for long-term care can feel overwhelming, especially with the wide range of coverage options, funding strategies, and eligibility rules to consider. Comparing solutions, understanding trade-offs, and identifying what fits your situation can take significant time and effort. But with our Long-Term Care (LTC) Planning Options guide, you’ll have a clear, side-by-side overview of today’s...
More White Papers
Updated for 2026: 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 […]
Planning for college requires staying current with evolving costs, financial aid rules, and tax-saving opportunities. From Federal Application for Student Aid (FAFSA) changes to scholarships and education credits, this guide highlights the key information families need — all in one convenient place. What you’ll learn: FAFSA and Student Aid Index (SAI) changes Important financial aid […]
Updated for 2026: Your child getting into college is a very exciting time, but finding out the cost and figuring out how you can afford it can be quite overwhelming. Get schooled on the ABC’s of college funding as we answer some of the important questions about how to fund your kid’s college expenses without […]
Updated for 2026: Asset location is a strategy in which investors attempt to enhance after-tax returns by carefully considering the tax treatment and future expected returns of each asset class prior to determining where to hold each security. In this guide, you will learn: What Asset Location is Rebalancing Opportunities How Asset Location Affects Your […]
Updated for 2026 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. […]
Keeping up with the constant tax changes can be difficult, and finding all the information that affects you can take up a lot of your time. But with our new guide, you’ll have all the tax provisions and changes affecting you for 2026 at your fingertips on one easy document. What you’ll learn: 2026 Tax […]
Updated for 2025: No matter where you are in life, you can grow your wealth by taking some very deliberate steps. The process doesn’t have to be complicated. In this guide, you’ll learn how to improve your financial situation by following some basic steps and sticking with your plan over time. In this guide, you’ll […]
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. […]
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 […]
