e-books

In the United States, small business owners often have complicated financial lives that may require professional support. A common obstacle financial professionals can help small business owners overcome is the belief that one’s company is the only retirement vehicle necessary. This whitepaper discusses five common mistakes business owners make and common strategies they can use to overcome them.

Highlights Include:

• Information that can help save thousands in taxes and fees
• Tips for speeding up retirement preparations
• Critical mistakes to avoid

Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan. We created this special report to help you make the most of your saving and investing opportunities and help improve your prospects for a comfortable retirement.

Filing your taxes can be a complex responsibility, and accidental errors can be easy to make. By being diligent, carefully strategizing, and keeping tight records, you can improve your ability to file taxes without mistakes.

Today's retirees are living longer and experiencing retirement in new ways. They’re traveling the world, learning new skills, and redefining the retirement community.

Sound expensive? It can be.

This whitepaper takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt.

This informative and comprehensive guide explores the nuances of the tax code and how you can take advantage of changes.

This guide will help you make end-of-year preparations, direct you through the complexities of filing taxes in early 2020, and provide easy tips for looking ahead to future tax preparations.

The transition to adulthood is an exciting time that marks true independence. You may have graduated from college, started a job, and rented your first apartment. With this new freedom comes responsibility, including protecting yourself from the financial risks that life can present.

This whitepaper will help you and your children navigate the many available insurance options and decide how to protect your financial futures, starting today.

Marriage changes everything, including insurance needs. Even if you lived together and shared expenses before getting married, you may now have new responsibilities — and opportunities — regarding your insurance coverage. 

This whitepaper will help show how marriage affects your policies, and consider whether you need additional insurance in this new life stage.

As life evolves, so do your insurance needs. Having the right coverage can be one of the most important ways that you can protect yourself and your family. From auto to life and everywhere in between, insurance can help you prepare for unforeseen challenges and protect your financial foundation. 

A growing family means growing financial obligations, both now and years from now. This whitepaper outlines essential insurance coverage for families with children.

Later adulthood brings unique changes and opportunities.

Preserving assets requires more than a thoughtful investment strategy. Insurance helps protect against an array of financial risks, especially health factors associated with aging. This whitepaper will help show you how your insurance needs evolve as you age, and how to make informed choices about coverage.

Taking steps to help protect your estate is a key financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. This whitepaper outlines critical elements worth considering while working on your estate strategy.

Social Security is a big concern for many Americans. We know this topic is very popular, and you may have lot of questions about this. This whitepaper highlights information that you cannot afford to miss out on.

Success in life is about more than amassing wealth. It’s about the conscious legacy you leave behind for your loved ones, community, and society.

We created this special whitepaper to share some of the financial and social benefits of a proactive approach to philanthropy.

Focusing on what you can control, avoiding the emotional roller coaster and understanding risk are just a few of the timeless principles covered in this whitepaper on investing.

While finances and health may seem unrelated, the two are often closely intertwined, especially in the U.S.'s bustling, free-flowing marketplace where rising health-care costs sometimes take center stage.

The decision to attend college is a serious one with lifelong implications. Changes in the U.S. economy and employment market, along with a revolution in technology, are causing high school graduates and their families to carefully weigh the costs and benefits of not only a traditional college education but major course studies and whether to pursue a degree beyond the bachelor’s degree.

Our whitepaper examines the costs and benefits of attending college today in hopes of helping families and young Americans make appropriate education-related choices for their futures.

Physicians face unique challenges and have particular needs. This whitepaper discusses how to grow wealth, protect assets now and in the future, and thrive financially in an ever-shifting landscape of industry changes.