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Whitepapers 

The SECURE Act

The SECURE Act

The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected. While the most drastic changes were made to retirement accounts, there are several other provisions that have also changed investment strategies for younger investors.

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Don't Panic

Don't Panic

“Don’t panic.” Advice that seems more difficult to follow these days. Because of the novel coronavirus (COVID-19)’s effects on the financial markets, not panicking may be easier said than done.

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7 Principles of Long-Term Investing

7 Principles of Long-Term Investing

Investing may sound enticing. But how do you do it? This updated whitepaper provides your clients with the keys to smart investing for the long haul.

Your clients will discover how to invest wisely and responsibly and avoid the common traps and mistakes made by novice investors.

These seven principles of long-term investing will equip your clients to make the best decisions to pursue their financial goals. 

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2020 Tax Planning Whitepaper

2020 Tax Planning Whitepaper

In this guide, 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

Estate Strategies

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. This whitepaper outlines critical elements worth considering when creating your own estate strategies.

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