Client Content
Communications
Added 4 days ago
Long-Term Care Awareness Month
As the holiday season approaches, November brings not only gatherings of family and friends but also an important reminder: it’s National Long-Term Care Awareness Month. This newsletter is designed to
Added 2 weeks ago
Key Changes and Updates to Keep in Mind if You’re Preparing for RMDs in 2025
Required Minimum Distributions (RMDs) play a significant role in retirement planning, affecting how retirees withdraw funds from tax-deferred accounts like traditional IRAs, 401(k)s, and other qualified retirement plans. As tax
Added 3 weeks 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
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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 11 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 11 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 11 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 11 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.