Library

White Papers and Guide books
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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.