GUIDES & EBOOKS

Knowledge is power. It is also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

We invite you to explore our educational resource hub – your go-to outlet for accessing the latest financial insight and information to help you make sound, prudent decisions concerning your future financial objectives.

DON'T PANIC: 
VOLATILE MARKETS

These periods may cause you to second guess your investment strategy or even consider a different approach to managing your money.  While downturns can be unsettling, it helps to view market activity from a wider perspective

2020 Tax Guide Scene Mock Up.jpg

2020 TAX PLANNING

Once it’s 2021, we can celebrate and look to even better days ahead. But we dare not neglect our fiduciary obligations to the old year. In this guide, we’ll explore ways you could be affected by the changes to the tax law.

SECURE Act Scene Mock Up.jpg

THE SECURE ACT

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. 

2020 Maximizing SS Scene Mock Up.jpg

MAXIMIZING YOUR SOCIAL SECURITY BENEFITS

Social Security preparation can be complex and the details of your personal situation matter a great deal when incorporating it into your overall financial strategies.

59.5 Scene Mock Up.jpg

59 1/2: WHY IS THIS AGE SO IMPORTANT

In this report, we explore your retirement options, your health-care concerns, and how to obtain the best advice to move vibrantly into those golden years.