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Complimentary E-Books

Take Charge of Your 401(k)

Take Charge of Your 401(k)

This E-Book covers:

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

4 Critical Social Security Facts

This E-Book covers:

  • Why your benefit amount may depend on your retirement age
  • Figure out how your Social Security benefits are calculated
  • Situations when it might make sense to wait to collect benefits
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Understanding Your Estate: Critical Elements of an Estate Strategy

Understanding Your Estate: Critical Elements of an Estate Strategy

This E-Book covers:

  • Critical elements worth considering when creating estate strategy
  • Steps to help manage stress and confusion for your loved ones
  • Understand the estate benefits of certain tools and what they mean for you 
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8 Timeless Principles of Investing<br/><br/>

8 Timeless Principles of Investing

This E-Book covers:

  • Learn how to approach investing confidently
  • Evaluate crucial market fluctuations
  • Practice focusing on what you can control
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7 Principles of Long-term Investing

7 Principles of Long-term Investing

This E-Book covers:

  • Take advantage of the financial market’s potential.
  • Investing provides you the opportunity to pursue your financial goals

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Don't Panic<br/>

Don't Panic

This E-Book covers:

  • Despite the current market volatility, the best guidance
    may be the simplest: step back, look at the big picture, and
    avoid any hasty decisions.
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Navigating Divorce

Navigating Divorce

This E-Book covers:

  • Your financial situation can be one of the most important elements to understand as you navigate a divorce.
  • One often-overlooked aspect of divorce is the decrease in income all parties suffer. 
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Is College Worth It?

Is College Worth It?

This E-Book covers:

  • The decision to attend college is a serious one, and it has lifelong implications.
  • Changes in the US economy and employment market, along with a revolution in
    technology.
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9 Investment Pitfalls

9 Investment Pitfalls

This E-Book covers:

  • Experience has taught us that successful investing requires discipline and patience.
  • When emotions run high, it can be easy to lose focus on your investment strategy.
  • To help you overcome these challenges, we’ve compiled a list of common mistakes and guidelines.
     
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Working with a Financial Professional

Working with a Financial Professional

This E-Book covers:

  • A financial professional may help you from being your worst enemy when following up on your financial strategy.
  • A financial pro can hold you accountable for following through on certain decisions and can be that person who helps guide you through periods of market volatility.
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Insured at Every Stage: Getting Married

Insured at Every Stage: Getting Married

This E-Book covers:

  • Marriage changes everything, including insurance needs.
  • Even if you and your spouse lived together and shared expenses while dating, you may have new responsibilities —and opportunities — for your insurance policies.
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Insured at Every Stage: Raising a Family

Insured at Every Stage: Raising a Family

This E-Book covers:

  • For many of us, starting a family is one of the most joyful stages of life’s journey.
  • While this period is marked by excitement and optimism towards the future, it’s also a period of transition in which we take on an unprecedented level of responsibility and financial obligation
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Insured at Every Stage: The Golden Years

Insured at Every Stage: The Golden Years

This E-Book covers:

  • Later adulthood brings with it just as many changes and opportunities as the bloom of youth.
  • If you have children setting out on their own paths, many aspects of your financial life and priorities are changing.
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Preparing for a Satisfying Retirement

Preparing for a Satisfying Retirement

This E-Book covers:

  • 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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2024 Tax Planning Whitepaper

2024 Tax Planning Whitepaper

This E-Book covers:

  • This guide will explore how tax filing may look different this tax year and what you can do to prepare.
  • Remember that this guide is for informational purposes only and is not a replacement for real-life advice, so consult your tax, legal, and accounting professionals before modifying your strategy.
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Common Tax Errors to Avoid

Common Tax Errors to Avoid

This E-Book covers:

  • As you prepare your taxes, here are some common filing issues to avoid. Keep in mind that this white paper is for informational purposes only. It’s not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals
    before modifying your strategy.
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6 Important Financial Strategies for Your 20s and 30s

6 Important Financial Strategies for Your 20s and 30s

This E-Book covers:

  • 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.

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