Client Content
Communications
Added 5 days ago
Cybersecurity Awareness Month: Protecting Your Identity at Every Age
October is Cybersecurity Awareness Month, and this year’s theme couldn’t be more timely: cyber threats now touch people of every generation. From teenagers making online purchases, to parents paying college
Added 3 weeks ago
Government Shutdowns and Your Portfolio: What History Teaches Us
A Detailed Analysis During the government shutdown, many have understandable concerns about how this political impasse might affect their investments and financial plans. While the daily headlines can be alarming,
Added 2 weeks ago
Roth IRA Conversions: Is Now the Right Time?
A good first step in deciding on a Roth IRA conversion is reviewing annualized income and tax projections. This provides a clearer picture of your tax bracket and helps you
Subject Presentations
Core Presentations
QuickTakes
White Papers
Added 8 months ago
Understanding Your 401(k) Options When Leaving an Employer
Inform your clients about their 401(k) options when they retire or change jobs. They can roll it into an IRA for more investment choices, leave it in their former employer’s
Added 8 months ago
Planning Services
This document is designed to help you communicate the value of financial planning to your clients. The planning services you provide are tailored to each client’s unique needs, financial situation,
Added 10 months ago
Tax Strategies for Retirement
Taxes can affect retirees in a variety of ways, like state income taxes, estate taxes, and Social Security taxes, to name a few. The most common tax — the one
Added 10 months ago
2025 Financial Resolutions
Help your clients start the year strong with our 16 Financial Resolutions guide. This document provides actionable tips to make the upcoming year healthy, happy, and financially successful, covering everything
Added 10 months ago
2025 New Year Client Magazine
A comprehensive New Year’s Kit, packed with practical tools like an annual planning survey, tax strategy checklists, and engaging infographics to support your financial goals. Share these valuable resources with
Added 10 months ago
2024 Presidential Election Impact
An analysis outlining the election results and how they may influence financial markets and what financial professionals can expect as they guide clients through this period of change.