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E-Books

Common Tax Errors to Avoid

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.

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Planning a More Secure Future for a Child with Special Needs 

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.

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2020 Tax Planning

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.

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Estate Strategies<br />Critical Elements of an Estate Plan

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

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59 1/2<br />Why Is This Age So Important?

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.

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2019 Tax Planning<br />Year - End Preparations

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.

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Choosing A Financial Advisor<br />What To Know Before You Invest

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.

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