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Complimentary Ebooks

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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2020 Tax Planning Guide

2020 Tax Planning Guide

This guide will help you make end-of-year preparations, direct you through the complexities of filing taxes in early 2020, and provide easy tips for looking ahead to future tax preparations.

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9 Investment Pitfalls

9 Investment Pitfalls

Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. 

To help you and your family overcome these challenges, we've compiled a list of common mistakes and guidelines.

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Estate Strategies: Critical Elements of an Estate Plan

Estate Strategies: 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 loved ones. This complimentary ebook outlines critical elements worth considering.


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