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Complimentary E-Books

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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