Informative Financial Guides

The 2017 Tax Cuts and Jobs Act (“TCJA”) created incredible estate planning opportunities for savvy Americans. However, the massive changes introduced by the SECURE Act of 2019 have made many estate strategies outdated. Read our guide to stay informed on potential tax opportunities.

If you’re within 5 years of retirement, you’re in a critical period – if you take action now, you may still be able to make up for past mistakes. The decisions you make now will define your retirement lifestyle and your ability to retire successfully. This checklist is designed to highlight your strengths and weaknesses for retirement preparation. Go through these steps as a checklist and take action as you go.

The Tax Cut and Jobs Act (TCJA), passed at the end of 2017, and SECURE (Setting Every Community Up for Retirement Enhancement) Act, passed at the end of 2019, radically changed your tax picture.1 Most Americans are going to pay less in taxes under the new tax brackets, and a few are going to use this great opportunity to permanently lower the taxes they pay. Read this guide to stay informed on these hidden opportunities in your tax return.

The coronavirus, bear market, and recession struck the retirement dreams of millions of Americans like uncharted rocks in a turbulent sea. With no warning, strategies built on a decade of growth became outdated, leaving many current and future retirees wondering, "Am I going to be okay?". Read this guide on the dos and don'ts to safeguard your future.

Your company’s 401(k) is a lot like a kitchen you last remodeled 10 years ago. You live in it every day, so you don’t realize that it’s now out of date. But, when you step back from the day-to-day and get a fresh perspective, you realize it needs a lot of work. Most companies set up a 401(k) and never revisit it. But, if you were to step back and take a hard look at it, you’d realize there are some ugly truths as well as valuable opportunities you could be overlooking.

What you might not see right now are the hidden risks that could come up in an audit. Like electrical that’s no longer “up to current building code” or the compromises your contractor made last time. Read our guide to help you find costly problems, identify hidden risks, and open you and your employees up to some valuable opportunities in your retirement plan

Read our guide where we will explore where your tax dollars go and some of the ways tax filing may look different in 2021 as well as what you can do to prepare.

The SECURE Act was passed at the end of 2019, with most provisions going into effect on January 1, 2020. It can be confusing to wade through the legislation and extract the implications of these changes. For an overview of what to expect from this new legislation, download this free guide.

Navigating the U.S. tax system can be challenging. Knowing how you need to file depends on your income and filing status as well as which tax breaks you can claim. As you prepare your taxes, here are some common filing errors to avoid.

When a company offers a buyout to employees — sometimes before following through on the prospect of involuntary layoffs — many variables can factor into the decision to accept or reject the offer. Download our free guide to be better prepared to potentially optimize your Retirement benefits.

Most of us plan for the things we enjoy when we’re thinking about retirement. However, we may not stop to consider the one thing that can make or break all of our retirement plans: our health. Download our free guide to be better prepared for retirement with these tax strategies.

It’s important to know how integrating Social Security benefits into your retirement income plan can play a role in your overall financial strategy.  Download our free guide to be better prepared to potentially optimize your Social Security benefits.

Read on to learn more about how presidential elections can affect your finances and if there’s anything you should be doing now to avoid a potential dip in your retirement nest egg. Download our free guide to be better prepared for retirement with these tax strategies.

To say there are many things to consider when planning for your financial future is an understatement.That’s why it’s important to have a plan for your future — and follow it. Download our free guide to be better prepared for your retirement.

If you've been laid off, you're not alone. Download our free guide to be better prepared to potentially optimize your Retirement benefits.

Retirees can be affected by a variety of taxes— state income taxes, estate taxes and Social Security taxes, to name a few. Download our free guide to be better prepared for retirement with these tax strategies.