E-books

2022 Tax Planning Whitepaper

2022 Tax Planning Whitepaper

This brand-new, downloadable Tax Planning whitepaper can be a valuable resource when helping clients stay prepared for the upcoming tax season.

Is College Worth It?

Is College Worth It?

With growing tuition costs and an ever-changing economic environment, some may wonder, "Is college worth it?" This whitepaper examines the costs and benefits of attending college today in hopes of helping families and young Americans make appropriate education-related choices for their futures.

Women and Investing

Women and Investing

Financial success is a goal for many, but women face unique barriers that can make that goal more challenging to achieve. This whitepaper explores these daunting challenges, and the investing pitfalls all investors should avoid when taking control of their financial futures.

6 Important Financial Strategies For Your 20's and 30's

6 Important Financial Strategies For Your 20's and 30's

Younger generations have very different personal finance and investing priorities than their parents. Use this whitepaper to help individuals in their 20s and 30s navigate the world of investing and personal finance, and to help them start thinking seriously about their financial future.