Complimentary E-Books
2021 Tax Planning
This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.
Navigating Divorce
No one ever enters into a marriage expecting that it will end. A divorce can be one of the most challenging things to go through, and can often negatively impact the finances of both parties.
6 Important Financial Strategies for Your 20s and 30s
Personal finance goals look a little different when you’re in your 20s and 30s. While your parents are focused on managing retirement, you might be navigating the challenges of paying off student-loan debt, establishing yourself in a new career, buying a home, and having a family.
You may think that you have all the time in the world to set up a financial strategy, but time goes by more quickly than you expect.
Click below to download the full e-book.
The Great Spending Balance
Many pre-retirees struggle to balance living a life they love in the present while also saving for the future. This eBook outlines the top three expenditures that typically impact your ability to plan ahead: your home, vehicle, and travel.
Don't Panic
In your investing lifetime, you will live through several periods of market volatility. These periods may cause you to secondguess your investment strategy or even consider a different approach to managing your money.
Certainly, the level of volatility we’ve seen during the COVID-19 (novel coronavirus) pandemic is rare.
Despite the current market volatility, the best advice may be the simplest: step back, look at the big picture, and avoid any hasty decisions.
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Five Ways to Stay Confident in Retirement
In this E-book we will discuss:
- Calculating Your Actual Costs
- Controlling Debt
- Creating Income Stability
- Building Your Savings
- Continuing Working