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Informational Guides

2021 Tax Planning

2021 Tax Planning

This newly updated and designed 2021 Tax Planning informational guide can be a valuable resource in 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.

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4 Critical Social Security Facts

4 Critical Social Security Facts

More than 67 million Americans (22% of the U.S. population) receive some form of Social Security.1 The public insurance has been laying the foundation for economic security for Americans for more than 80 years, providing help to retirees and others.2  

Here are 4 Social Security facts retirees must know.


[1] https://www.ssa.gov/policy/docs/quickfacts/stat_snapshot/
[2] https://www.nasi.org/learn/socialsecurity/overview

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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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5 Ways to Stay Confident in Retirement

5 Ways to Stay Confident in Retirement

While you can’t be certain what the future holds, you can strategize for the retirement life you want—and take these five steps to help you get there with confidence.

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6 Important Financial Strategies for Your 20's & 30's

6 Important Financial Strategies for Your 20's & 30's

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

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7 Principles of Long-Term Investing

7 Principles of Long-Term Investing

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

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

These seven principles of long-term investing will equip you to make the best decisions to pursue your financial goals. 

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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, you can improve your ability to file taxes without mistakes. 

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Estate Strategies

Estate Strategies

An informational guide about the critical elements of an Estate Plan

  • Key elements of an estate strategy
  • What does your will do?
  • Common details to include
  • Estate benefits of trusts
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The Great Spending Balance

The Great Spending Balance

Many pre-retirees struggle to balance living a life they love in the present while also saving for the future. This guide outlines the top three expenditures that typically impact the ability to plan ahead: your home, vehicle, and travel. Use this guide to get a head start investing while ensuring that you're enjoying the road to retirement.

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Insured at Every Stage - Starting Out

Insured at Every Stage - Starting Out

The transition to adulthood is an exciting time that marks true independence. You or your children may have graduated from college, started a job, and rented their first apartments. With this new freedom comes responsibility, including protecting yourselves from the financial risks that life can present.

This guide will help you and your children navigate the many available insurance options and decide how to protect your financial futures, starting today.

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Insured at Every Stage - Getting Married

Insured at Every Stage - Getting Married

Marriage changes everything, including insurance needs. Even if you lived together and shared expenses before getting married, you may now have new responsibilities — and opportunities — regarding your insurance coverage. 

This guide will help you see how marriage affects your policies, and consider whether you need additional insurance in this new life stage.

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Insured at Every Stage - Raising a Family

Insured at Every Stage - Raising a Family

As life evolves, so do your insurance needs. Having the right coverage can be one of the most important ways to protect yourselves and your families. From auto to life and everywhere in between, insurance can help you prepare for unforeseen challenges and protect your financial foundation. 

A growing family means growing financial obligations, both now and years from now. This guide outlines essential insurance coverage for families with children.

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Insured at Every Stage - The Golden Years

Insured at Every Stage - The Golden Years

Later adulthood brings unique changes and opportunities. At this stage you may be at the height of your earning power and near peak savings as you lay the groundwork for retirement and beyond. 

Preserving assets requires more than a thoughtful investment strategy. Insurance helps protect against an array of financial risks, especially health factors associated with aging. This guide will help you see how your insurance needs evolve as you age, and how to make informed choices about coverage.

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Navigating Divorce

Navigating Divorce

No one ever enters into a marriage expecting that it will end. A divorce can be one of the most challenging things to go through, and can often negatively impact the finances of both parties. However, with some careful preparation and research, we can help you work towards safeguarding your financial future in this new phase of life.

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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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The Secure Act

The 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.

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Take Charge of Your 401(k)

Take Charge of Your 401(k)

This guide may help you keep up with your financial needs, while avoiding common (and expensive) mistakes.

  • Information that can help save thousands in taxes and fees
  • Tips for speeding up retirement preparations
  • Critical mistakes to avoid
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Women and Investing

Women and Investing

Financial success is a goal for many, but women face unique barriers that can make that goal more challenging to achieve. This guide explores these daunting challenges but also examines investing pitfalls that all investors should avoid when taking control of their financial futures.

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