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Complimentary E-Books

2021 Tax Planning

2021 Tax Planning

This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation. 

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Navigating Divorce

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. 

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6 Important Financial Strategies for Your 20s and 30s

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. 

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The Great Spending Balance

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. 

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Don't Panic

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.

Click below to read the full e-book.

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Five Ways to Stay Confident in Retirement

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
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