E-Books
2021 Tax Planning
This newly updated and designed 2021 Tax Planning e-book can be a valuable resource to help 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.
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 whitepaper outlines the top three expenditures that typically impact their ability to plan ahead: their home, vehicle, and travel.
Common Tax Errors to Avoid
iling 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.
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 e-book to support parents and guardians of children with special needs to prepare for their children’s futures.
2020 Tax Planning
In this e-book, we’ll explore ways you could be affected by the 2019 changes to the tax law. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.
Estate Strategies
Critical Elements of an Estate Plan
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
59 1/2
Why Is This Age So Important?
If you’re 59½ and believe you’re ill equipped for retirement, there’s still hope.
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.
2019 Tax Planning
Year - End Preparations
The countdown begins. Once the clock rolls us into 2019, tax season gets underway. The old calendar year, 2018, will have been put officially to rest.
Deductions from your paychecks and other income sources will begin counting for the New Year.
Once it’s 2019, we can celebrate, and look to even better days ahead. But we dare not neglect our fiduciary obligations to the old year.
Choosing A Financial Advisor
What To Know Before You Invest
Choosing a financial advisor may be one of the most important financial decisions that you will ever make.