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Whitepapers

Our whitepapers cover a variety of finance-centered topics. Below are some of the latest releases.

Helping Children Build Sound Financial Skills

Practical Tips and Suggestions for Raising Financially Literate Kids

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2019 Tax Planning

This informative and comprehensive guide explores the nuances of the tax code and how individuals can take advantage of changes.


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59½ ...Why is This Age So Important?

Why is the age 59½ so significant? It marks a turning point of sorts in your life—on a number of fronts...

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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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4 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

Making the transition from the workforce to retirement can be demanding. Here are six important questions you should ask if you're a government employee thinking about retiring.  

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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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