Broker Check

E-Books

2021 Tax Planning 

2021 Tax Planning 

This newly updated and designed 2021 Tax Planning whitepaper can be a valuable resource when helping you 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.

Download
6 Important Financial Strategies for Your 20s and 30s

6 Important Financial Strategies for Your 20s and 30s

Younger generations have very different personal finance and investing priorities than their parents. Use this eBook for individuals in their 20s and 30s to navigate the world of investing and personal finance, and to help to start thinking seriously about their financial future. 

Download
7 Principles of Long-Term Investing

7 Principles of Long-Term Investing

Discover how to invest wisely and responsibly and avoid the common traps and mistakes made by novice investors.

Investing may sound enticing. But how do you do it? This e-book provides you with the keys to smart investing for the long haul.

Download
SECURE Act

SECURE Act

The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected. While the most drastic changes were made to retirement accounts, there are several other provisions that have also changed investment strategies for younger investors.

Download
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
Download