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Ebooks

2021 Tax Planning

2021 Tax Planning

This newly updated 2021 Tax Planning e-book can be a valuable resource to stay prepared for the upcoming tax season. This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.

Click below to download your copy now!

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Navigating Divorce

Navigating Divorce

Experiencing a divorce is rarely something couples expect to face. Yet, inevitably, some marriages do unravel, affecting each partner’s financial life in the process. While divorce overall has been steadily decreasing, it’s still common in the U.S. In fact, among those 50 and older, the divorce rate has doubled since 1990, and tripled for those over 65.1

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Women & Investing

Women & Investing

Where men once dominated financial affairs, the growing presence of women in the workplace and as heads of households continues to be a paradigm shift. As women have taken more responsibility for their long-term goals and financial health, they have become a force to be reckoned with. This brings an array of unique financial needs.

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The SECURE Act

The SECURE Act

The SECURE Act was passed at the end of 2019, with most provisions going into effect on January 1, 2020. It can be confusing to wade through the legislation and extract the implications of these changes. Now, more than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy going forward. Meanwhile, for an overview of what to expect from this new legislation, read on.

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Preparing for a Satisfying Retirement

Preparing for a Satisfying Retirement

Many Americans may not understand how to fully take advantage of their employer-sponsored retirement plans. We’ve created this special report to help you make the most of your savings and investment opportunities and help improve your prospects for a comfortable retirement.

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