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CLIENT RESOURCE KIT<br/>MARKETS IN PERSPECTIVE

CLIENT RESOURCE KIT
MARKETS IN PERSPECTIVE

This chart shows the growth of $10,000 based on S&P 500 Index performance over the last several years. We believe looking at the market’s overall resiliency through several major crises and events helps to gain a fresh perspective on the benefits of investing for the long-term.

8 Timeless Principles of Investing

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Educate clients and prospects on solid investment principles with this useful whitepaper that includes bite-sized pieces of timeless financial advice.

4 Critical Social Security

4 Critical Social Security

Social Security is a significant concern for many Americans and plays a vital role in retirement. This whitepaper shares some important facts about Social Security and what investors should know.



Unlocking the Treasures to Financial Wellness

Unlocking the Treasures to Financial Wellness

The idea of wellness extends further than how we look and feel. Financial wellness is an important concept, and this whitepaper will explain what it is and how you can achieve it. Learn more about financial wellness and why it matters.



2021 Tax Planning Guide

2021 Tax Planning Guide

In this guide, we will explore where your tax dollars go and some of the ways tax filing may look different in 2021 as well as what you can do to prepare. 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

Estate Strategy - Critical Elements of an Estate Plan

Estate Strategy - 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.

Common Tax Errors to Avoid

Common Tax Errors to Avoid

Filing your taxes can be a complex responsibility, and accidental errors can be easy to make. By being diligent, carefully strategizing, and keeping tight records, you can improve your ability to file taxes without mistakes. Even if you are working with a tax professional, ultimately you are responsible for making sure they correctly file all their financial details.

Preparing for a Satisfying Retirement

Preparing for a Satisfying Retirement

Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan. We created this special report to help you make the most of your saving and investing opportunities and help improve your prospects for a comfortable retirement.

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