Download These Reports
2019 Tax Planning - It's Year-End Tax Planning Time
With passage in late 2017 of the Tax Cuts and Jobs Act, Americans will have new opportunities and challenges as they prepare to file their taxes. Our 2019 Tax Planning whitepaper will help equip you for the upcoming tax season. This informative and comprehensive guide explores the nuances of the tax code and how you can take advantage of changes. This guide will help you make end-of-year preparations, direct you through the complexities of filing taxes in early 2019, and provide easy tips for looking ahead to future tax preparations.
6 Critical Social Security Facts Retirees Must Know
One of the biggest mistakes today’s retirees can make is to underestimate the importance of Social Security in their retirement strategies. However, Social Security preparation can be complex and the details of your personal situation matter a great deal when incorporating Social Security into your overall financial strategies.
401(k) Action Steps to Take Now - in Order to Take Charge of Your Financial Life
Powerful information that could potentially save you thousands in taxes and fees. Tips to help put you one step ahead in your retirement preparations. Critical mistakes that cannot be corrected (and how to avoid them).