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Whitepapers

           2019 Tax Planning Whitepaper                                             The Real Story of Successful Retirement

             

Once the clock rolls us into 2019, tax season gets                           Discover how a single solution could address the five
underway. The old calendar year, 2018, will have                            most important aspects of preparing financially for a
been put officially to rest.                                                                   better retirement.


Seven Principles of Long-Term Investing                            Women & Investing 

        

A good time to start investing for retirement is                           Women investors face many challenges to building
when you’re a young adult, if you’re in your                                wealth and securing their financial futures. We 
middle-aged years, it’s not too late.                                             developed this resource as a guidebook for women 
Although you may need to save three times                              who are seeking perspectives on how to take control 
more if you start at 45 than if you started                                   of their financial lives. We hope you find useful information
investing at 25, your goal of building a healthy                          that helps you make the most of you financial well-being  
nest egg may be within reach.                                                             today and every day. 


5 Retirement Mistakes Small-Business Owners Make                       Guide to Unfinished Business

        

As a business owner, you face unique challenges                         Losing a loved one is emotionally draining and 
and opportunities when building your financial future.                 often confusing. Perhaps this guide will give some 
This special report provides insights on mistakes to avoid          clarity to the tasks necessary in this difficult time. 
and steps to take for building the retirement you
desire—while managing your myriad responsibilities.


Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.