Create the financial outcomes
Your Future Deserves

In this book, I will teach you how to use the tax code to your advantage and significantly reduce your risk of overpaying the IRS when you retire. Whether you are a financial novice, or very experienced, this is a must-read for anyone with more than $250,000 in retirement plans.

Download Now

Worried about future market volatility? This 12-page guide can help you take steps to help protect yourself from future market volatility. Download to learn about:

• A prudent approach: rebalancing, refocusing and reaffirming
• Past volatility and how the markets have recovered
• Why time in the market is more important than timing the market

Download Now

Investing involves risk, including the potential loss of principal.

How can past volatility inform our present? Watching market volatility can be exciting or nerve-wracking, depending on how much of your assets are tied to the markets’ performance. How do you know how to react? This 12-page guide explains all of that and more:

• Volatility is not new! History shows us how to respond to today’s volatility.
• Markets have weathered numerous crises in the past — and come back stronger.
• Timing the market does not work. Time in the market does.

Download Now

Investing involves risk, including the potential loss of principal.

Are You at Risk of Paying Too Much in Taxes in Retirement? As the months go by, we learn more about the president’s policies and priorities — but how will they impact your investments? Download this guide to learn more about:

• How presidents actually impact the stock market
• How to prepare for the unknown when it comes to investments
• Economic recovery over the next four years

Download Now

10 Tips To Help Empower Women Investors Today's woman needs a financial plan to call her own. This quick guide has 10 must-know tips to help get you on the right track. You’ll learn:

• Why you should have your own credit score
• Why you should pay yourself first
• What you should always keep on hand

Download Now

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:

• The different types of retirement accounts
• Why tax laws are ever-changing
• Options for tax deductions in retirement

Download Now

Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

Explore 10 topics to prepare for retirement
"Your Retirement Income Planning Checklist” is 24 pages of thought-provoking guidance aimed at helping you assess your current strategy, including:

• How to plan for a long life
• Why you may need a housing plan (or two)
• Planning for health care and long-term care assistance

Download Now