Complimentary E-Books

Planning a More Secure Future for Your Child with Special Needs

Planning a More Secure Future for Your Child with Special Needs

Parents and guardians of children with special needs have both immediate and long-term financial issues to consider for their children, and every child has a unique set of circumstances to attend to when crafting a financial strategy. We created this ebook to support parents and guardians of children with special needs to prepare for their children’s futures. 

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The SECURE Act: What Does it Mean for You?

The SECURE Act: What Does it Mean for You?

The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected. While the most drastic changes were made to retirement accounts, there are several other provisions that have also changed investment strategies for younger investors.

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2020 Tax Planning Guide

2020 Tax Planning Guide

This guide will help you make end-of-year preparations, direct you through the complexities of filing taxes in early 2020, and provide easy tips for looking ahead to future tax preparations

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