Whitepapers

Women and Investing Guidebook

Women and Investing Guidebook

Women investors face many challenges to building wealth and securing their financial future. This guide was developed as a resource for women who are seeking guidance on how to take control of their financial lives. We hope that you will find it useful and we encourage you to take notes as you go along and write down any questions you may have.

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Women and Investing Guidebook

Retirement Questions for Educators

This special report addresses some common questions and presents some strategies to help you plan for a comfortable retirement.

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6 Critical Social Security Facts Every Retiree Must Know

We’ve developed this special report to help investors learn more about Social Security benefits and how to maximize their lifetime income from Social Security.

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401(k) Action Steps to Take Now

This guide will help provide you the steps you should be taking in order to take charge of your financial life.

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7 Principles of Long Term Investing

Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors shoot themselves in the feet by making fundamental errors in their investing strategy.

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9 Investment Pitfalls

In order to help our clients chart a course in uncertain waters, we’ve compiled a list of critical mistakes investors should avoid.

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Preparing for a Satisfying Retirement

Strategies to help get the most out of your 401(k) retirement plan

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Giving Back with Planned Philanthropy

We created this special report to share some of the financial and social benefits of a proactive approach to philanthropy.

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Estate Management Checklist

Estate Management Checklist

This special report will help you understand the current environment for bonds and discuss how that environment may change with rising interest rates. We will also detail strategies investors may adopt to help mitigate bond risks and potentially reposition their portfolio.

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Peace of Mind Checklist

Peace of Mind Checklist

We created this Peace of Mind Checklist to be a simple tool for organizing the vital documents of your life. We encourage you to share this checklist with your close family members, as well as your financial professional, attorney, accountant, and your executor. This may be one of the easiest, but most valuable gifts you can give yourself and your family.

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Peace of Mind Checklist

Benefits of a Fixed Index Annuity

Choosing the right accumulation vehicle for retirement can be difficult.  With so many choices, which product will be right for you?  We hope that this guide can offer you some guidance.

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Medicare and You

Medicare and You (2017), The Official Government Handbook on Medicare

This year’s handbook is full of important information to help answer questions about your Medicare benefits, coverage options, rights and more. Medicare is stronger than ever and working hard to make sure you have reliable, high quality health care at a cost you can afford.

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