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Communications
NEW Added 3 days ago
Bonds, the Fed, and Your Financial Plan: Navigating What’s Next
The Federal Reserve concluded its June 17–18 meetings and, as expected, decided to keep the federal funds rate unchanged at 4.25%–4.50%. While this marks the fourth straight meeting with no
Added 2 weeks ago
Celebrating Independence and Building Financial Freedom
As we celebrate our nation's independence this July 4th, it’s a great time to reflect on the significance of freedom, not just in the historical sense, but also in terms
Added 2 weeks ago
Adjusting Retirement Contributions Mid-Year
As we reach the midpoint of 2025, now is a smart to see if you are on track when it comes to optimizing your retirement contributions. Evaluating your 401(k), Traditional
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Added 4 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 4 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 6 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 7 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 7 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 7 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.
