Useful Guides
Our curated collection of downloadable guides and resources offers tools and insights to help you take an informed approach to your financial future.
Ace in The Deck (Annuities Unveiled)
Dive into the benefits of annuities for a worry-free retirement. Download our guide now to ensure your financial longevity!
Addressing Market Volatility in Today’s World
Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy in place.
Annual Tax Planning Guide
The tax code is notoriously complex, so, keep it basic when preparing your tax returns. Explore recommendations to help you prepare for this year’s tax season and brush up on fundamental tax terms.
Birthdays Over 50 Worth Celebrating
Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.
Making the Transition to Retired Life
After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.
Managing Inflation in Retirement
You may have noticed that the things you buy regularly have become more costly, and you may be pondering if inflation will stay high. For individuals close to retirement or already retired, it is essential to take measures to protect themselves from the eroding effects of inflation.
Maximizing Your Social Security Benefits
This guide offers an overview into Social Security benefits to help you carefully consider each strategy and understand your options for building a future for you and your family.
Simplifying Social Security and Optimizing Retirement Benefits
Your Guide to Social Security: Discover how to optimize benefits and make smart retirement decisions. Download expert tips now!
The Birth of a Grandchild
Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.
The Fundamentals of Estate Planning
Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.
The Importance of Designating Beneficiaries
When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.
What to Consider in Your Charitable Giving Plan
Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.
