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NEW Added 21 hours ago
Tax-Loss Harvesting – Plan Before the Rush
While many investors wait until December to consider capital gains and losses, starting the process in September can offer greater flexibility, fewer surprises, and more opportunities to optimize your tax
Added 1 week ago
Protecting What Matters: Life Insurance Awareness Month
September is Life Insurance Awareness Month, making it the perfect time to evaluate if your current insurance coverage still aligns with your goals. We believe life insurance plays an important
Added 2 weeks ago
Market Sentiment & Fed Volatility: What It Means for Your Portfolio
Investors are watching closely following Federal Reserve Chair Jerome Powell’s speech at the Jackson Hole Symposium. His remarks, hinting at a potential September rate cut, have shifted expectations even though
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White Papers
Added 6 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 6 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 9 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 9 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 9 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 9 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.