Broker Check

Special Reports

5 Things Retirees Should Know About Social Security Benefits

One of the biggest mistakes today’s retirees can make is to underestimate how important Social Security is to their retirement income strategies. 5 Things Retirees Should Know about Social Security covers information you can't afford to ignore.

Request Report

5 Things to Prepare for in Retirement

Have you ever wondered why most investors think there is less risk when the markets are good, and more risk when the markets are bad? In many situations, the markets may actually be more poised for a rebound after a down period. This is just one of the things you must plan for before retiring.

Request Report

41 Frequently Asked Questions About Retirement

How will taxes, inflation and market volatility effect your retirement and when should you file for Social Security. Most retirees ask these common question. And, we've assembled those answers, along with many others in one place.

Request Report

70 Things You Should Expect from Your Financial Advisor

Your financial advisor should feel a great deal of responsibility when preparing your financial future. Read the following to learn more about what you should expect from your financial advisor. 

Request Report

401(k) Survival Guide

With record numbers of baby boomers nearing retirement every year with a 401(k) savings plan, the question of what do with it has quickly became a common and very important question. One of the biggest challenges is figuring out which direction to take for your unique situation. 

Request Report

Choosing a Financial Advisor - What to Know Before You Invest

Financial Advisors are everywhere, so choosing the right one is extremely important. What questions should I ask? Where do I look? Download this white paper to find out!

Request Report

Components of a Quality Financial Plan

The effectiveness of any financial plan is dependent on the quality of information taken into account. Do-it-yourself online calulators are a great starting point, but you need more information when creating a plan that can reach your goal.

Request Report

Estate Planning Guide

Learn what’s important to consider when formulating your estate plan strategy. You work your whole life building, planning and maintaining your estate. Complete the included checklist to ensure that your estate plan is up to date and organized securely for distribution among your beneficiaries.

Request Report

Inherited IRAs -  Tips You Need to Know

If you just inherited an IRA, you may not be familiar with the rules that pertain to them. Download this white paper to help avoid mistakes that could lead to expensive consequences. 

Request Report

Tax Reduction Strategies

When forecasting your portfolio’s future, be sure to include the tax reduction strategies discussed in this article. Implementing them could be the difference between a stress-free or stressful retirement.

Request Report

Key Financial Data - 2017

Print out this two page guide and have key financial data at your fingertips throughout the year. It includes the Tax Rate Schedule, Standard Deductions & Personal Exemptions, Gift & Estate Tax Exclusions and Credits, Educational Credits and Deductions, information on IRAs, Social Security, Medicare, Health Savings Accounts and more. 

Request Report

2017 Tax Planning

Year end tax planning is especially challenging this year because of uncertainty to whether Congress will extend the Bush-era tax cuts. This guide provides some tips to help reduce your potentially higher tax burden next year.

Request Report

Retirement Plan Checklist

Does your retirement portfolio account for yearly inflation? What about higher taxes? Have you considered how much of your savings you want left over for your beneficiaries? These are just a few of the many questions about your financial future that you should ask yourself upon retirement. 

Request Report

Understanding RMDs

The rules surrounding required minimum distributions can be confusing, so when it’s time to start withdrawing the money you’ve accumulated, you want to make sure you make the right decisions. This white paper will help you understand those rules along with the impact that RMDs may have on your IRA or retirement account as well as your tax situation.

Request Report

Life Insurance vs. Roth IRAs

With both of these products offering tax-free investment growth, how can you decide which is the best option for you? While both accounts offer this benefit, the rules for each are very different. Download this white paper to find out the differences you need to consider before investing.

Request Report

Women & Investing

Women investors face many challenges to building wealth and securing their financial future. This guide was developed as a resource for women who are seeking guidance on how to take control of their financial lives. 

Request Report

Naming a Trust as the IRA Beneficiary

Planning on leaving your IRA funds to your kids, but concerned with how they will use the money after you’re gone? Naming a trust as your IRA beneficiary allows you to control your future legacy and protect inherited assets from taxes, creditors, divorces, spendthrifts and more. But like most things IRA-related, this can get tricky and complex. 

Request Report

Caring for Aging Parents

If necessary, be sure to include your parents’ financial future into your own. The following article explains the many financial programs available to the elderly, and how you can help your parents take advantage of them.

Request Report