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Whitepapers: Timely Topics

2021 Tax Planning

2021 Tax Planning

This newly updated and designed 2021 Tax Planning ebook can be a valuable resource when helping clients stay prepared for the upcoming tax season. This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation. 

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Preparing for a Satisfying Retirement

Preparing for a Satisfying Retirement

Strategies to Help You Get the Most Out of
Your 401(k) Retirement Plan

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6 Important Financial Strategies for your 20s and 30s 

6 Important Financial Strategies for your 20s and 30s 

Personal finance goals look a little different when you’re in your 20s and 30s. While your parents are focused on managing retirement, you might be navigating the challenges of paying off student-loan debt, establishing yourself in a new career, buying a home, and having a family.

So where do you begin? Here are six moves to consider to jump-start your financial future.

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Retirement Questions for Educators

Retirement Questions for Educators

We’ve developed this special guide to help teachers, administrators, and other professionals in the education field understand their options and strategize for a comfortable retirement.

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