Complimentary E-Books

This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation. 

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. 

In the United States, small business owners often have complicated financial lives that may require professional support. A common obstacle financial professionals can help small business owners overcome is the belief that one’s company is the only retirement vehicle necessary. This e-book discusses five common mistakes business owners make and common strategies they can use to overcome them. 

This E-Book covers:

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

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.

Click below to download the full e-book.

In your investing lifetime, you will live through several periods of market volatility. These periods may cause you to second-guess your investment strategy or even consider a different approach to managing your money.

Certainly, the level of volatility we’ve seen during the COVID-19 (novel coronavirus) pandemic is rare.

Click below to download the full e-book.

Taking steps to help protect your estate is a key financial choice.

With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones.

This E-Book outlines critical elements worth considering when creating your own estate strategies.