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Complimentary E-Books

2022 Tax Planning

2022 Tax Planning

In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different in 2022, and what you can do to prepare.

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2021 Tax Planning

2021 Tax Planning

This brand-new, downloadable Tax Planning whitepaper can be a valuable resource when helping clients stay prepared for the upcoming tax season. The 2021 edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.


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Take Charge of Your 401(k)

Take Charge of Your 401(k)

This e-book covers:

  • Information that can help save thousands in taxes and fees
  • Tips for speeding up retirement preparations
  • Critical mistakes to avoid
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The Great Spending Balance

The Great Spending Balance

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

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6 Important Financial Strategies for Your 20s and 30s

6 Important Financial Strategies for Your 20s and 30s

Younger generations have very different personal finance and investing priorities than their parents. Read this e-book to navigate the world of investing and personal finance, and to start thinking seriously about their financial future. 

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2020 Tax Planning

2020 Tax Planning

In this e-book, we’ll explore ways you could be affected by the 2019 changes to the tax law. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

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