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The Great Spending Balance

The Great Spending Balance

Wondering how to talk to your clients in their 20s and 30s about the importance of saving for retirement? Many pre-retirees struggle to balance living a life they love in the present while also saving for the future. This whitepaper outlines the top three expenditures that typically impact their ability to plan ahead: their home, vehicle, and travel. Use this whitepaper to get a head start investing while ensuring that they're enjoying the road to retirement.

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5 Retirement Mistakes Small-Business Owners Make

5 Retirement Mistakes Small-Business Owners Make

As a business owner, you face unique challenges and opportunities when building a financial future. This special report provides insights on mistakes to avoid and steps to take when building the retirement you desire—while managing your myriad responsibilities.

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Common Tax Errors to Avoid

Common Tax Errors to Avoid

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, we can help improve your ability to file taxes without mistakes.

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Planning a More Secure Future for A Child with Special Needs

Planning a More Secure Future for A Child with Special Needs

Parents and guardians of children with special needs have both immediate and long-term financial issues to consider for their children, and every child has a unique set of circumstances to attend to when crafting a financial strategy. We created this guide to support parents and guardians of children with special needs to prepare for their children’s futures.

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Integrating Whole Life Insurance into Retirement Income Planning

Integrating Whole Life Insurance into Retirement Income Planning

Can more efficient retirement income solutions be obtained through careful efforts to combine investment portfolios, income annuities, and whole life insurance into a retirement income plan? With risk pooling and the ability to better manage longevity and sequence of returns risk, the answer is yes.

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The SECURE Act: What Does it Mean for You?

The SECURE Act: What Does it Mean for You?

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.

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Is College Worth It?

Is College Worth It?

Increasing college tuitions and staggering student loan debt leave many Americans asking, “Is college the right choice for me?”

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