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Estate Strategies

Estate Strategies

Taking steps to help protect their estate is a key financial choice for your. With proper strategies, they may be able to maximize their opportunities and help manage stress and confusion for their loved ones. This whitepaper outlines critical elements worth considering. 

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7 Principles of Long-Term Investing 

7 Principles of Long-Term Investing 

Investing may sound enticing. But how do you do it? This updated whitepaper provides you with the keys to smart investing for the long haul.

You will discover how to invest wisely and responsibly and avoid the common traps and mistakes made by novice investors.

These seven principles of long-term investing will equip your clients to make the best decisions to pursue their financial goals. 

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5 Retirement Mistakes Small-Business Owners Make

5 Retirement Mistakes Small-Business Owners Make

In the United States, small business owners often have complicated financial lives that may require professional support. A common obstacle financial professionals can help small business owners overcome is the belief that one’s company is the only retirement vehicle necessary. This whitepaper discusses five common mistakes business owners make and common strategies they can use to overcome them. 

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The Great Spending Balance

The Great Spending Balance

Wondering about the importance of saving for retirement? Many pre-retirees struggle to balance living a life they love in the present while also saving for the future. This whitepaper outlines the top three expenditures that typically impact their ability to plan ahead: their home, vehicle, and travel. 

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Preparing for a Satisfying Retirement

Preparing for a Satisfying Retirement

Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan. We created this special report to help you make the most of your saving and investing opportunities.

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4 Critical Social Security Facts Retirees MUST Know

4 Critical Social Security Facts Retirees MUST Know

Social Security is a big concern for many Americans. We encourage you to incorporate the principles and facts in this guide to your retirement strategy to help optimize your Social Security benefits.

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Don't Panic: A Timely Resource to Focus on the Bigger Picture

Don't Panic: A Timely Resource to Focus on the Bigger Picture

“Don’t panic.” Advice that seems more difficult to follow these days. Because of the novel coronavirus (COVID-19)’s effects on the financial markets, not panicking may be easier said than done.

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