Library

White Papers and Guide books
Social Security eBook@2x
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What associations does the phrase “Social Security” bring up for you? A political hot potato no one wants to touch? A government program too complex to make sense? A quaint daydream or a “sure thing” that will be there for you when you need it? When it comes to Social Security, the opinions are many, but the facts are few.

How to Choose a Financial Advisor - Cover@2x
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Selecting a financial advisor can be overwhelming. Before you start a long-term professional relationship with the first advisor in the phone book or the firm with the nice billboard on the highway, take some time to read through this guide to choosing an advisor.

retirement planner
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Planning for retirement can be intimidating. This retirement planning worksheet is a great starting point to help you start thinking about when and how you will retire.

Questions to Ask Your Financial Advisor - Cover@2x
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Finding a new financial advisor can be tough. That’s why we compiled some of the most important questions we believe you can ask in an initial meeting. Download this list to keep on hand when evaluating potential advisors.

Preparing For The Flight of Your Life - Cover@2x
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Retirement is a complicated thing. It’s viewed as a chance to relax, but it can be overwhelming if you don’t think ahead and prepare for it. It’s exciting and new, but it can get old pretty quickly if you don’t plan some excitement into your days.

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This guide covers the steps that need to be taken when a loved one passes away. It instructs who to notify, information to gather, closing accounts, etc, and lays it all out by priority. There’s a lot of grief and stress that happens in these circumstances and the goal for this document is to help lighten that load.

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If you’re thinking about investing, you have several paths you could go down. This resource guides you through fundamental questions you should consider before choosing which way to go.

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This resource from the Social Security Administration gives an in-depth discussion of a variety of questions about Social Security and Medicare. It’s worth a read whether you’ve already claimed Social Security or you’re planning on doing so soon.

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Your financial future depends on a lot of factors. Too many people let poor financial planning affect their future negatively, but you don’t have to. Find out how we can help you design and build a financial plan that will protect you and your family’s future.

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Planning for retirement can be overwhelming. That’s why we created this retirement planning checklist to help you keep track of all the important planning tasks that can put you on the path to a successful retirement.