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Whitepapers

We offer whitepapers on various financial subjects. Below are some of our latest releases:

Helping Children Build Sound Financial Skills

Practical Tips and Suggestions for Raising Financially Literate Kids

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Retirement Questions for Educators

This guide helps teachers, administrators, and other professionals in the education field understand their options and strategize for a comfortable retirement.

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Living Longer Living Better

What do advancements in personal health mean for your financial health?

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6 Critical Social Security Facts

Optimize your Social Security benefits & understand the new rules.

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7 Principles of Long-Term Investing

Principles of investing for all age groups.

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6 Retirement Questions Government Employees Should Be Asking

Includes a Retirement Dreamcasting Worksheet and Retirement Budget Worksheet to help you think about the future.

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2016 Tax Planning

Tax planning strategies that could help you keep more of your hard-earned money. Some topics discussed: retirement account reminders, charitable giving strategies, and funding an education. 

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Charitable Giving Techniques

Information on various techniques that can help you achieve your charitable and estate-planning goals, including charitable trusts and donor-advised funds.

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Weathering Market Volatility

Your financial plan should provide you with peace of mind during times of market turbulence. 

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