Whitepapers
WHEN TO APPLY FOR SOCIAL SECURITY BENEFITS
With the demise of guaranteed pensions, and in light of the risks you face in managing your own retirement assets, maximizing Social Security becomes a critical part of retirement planning. Published: February 2016
9 QUESTIONS TO ASK YOUR CPA AT TAX TIME
It's time to gather paperwork and prepare your returns by April 18th. Since it's likely been a year since you last spoke to your CPA, it's important to outline any changes in your personal situation and familiarize yourself with changes in the tax code. Here are nine important questions to discuss with your CPA this tax season. Published: March 2016
6 CRITICAL SOCIAL SECURITY FACTS RETIREES MUST KNOW
Social Security is such a big concern for many Americans. We know this topic is very popular, and you may already be getting a lot of questions about this. This is timely, relevant info that further establishes you as a qualified expert by highlighting information that people cannot afford to miss out on. Published: February 2014
As the end of the year approaches, we know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning. As a courtesy, we want to provide you with a few eleventh-hour tax tips you may find useful. Although tax planning is rarely fun, these strategies could help you keep more of your hard earned money. Published: November 2014
PREPARING FOR A SATISFYING RETIREMENT
With so many Americans retiring from the workforce, the need for professional advice and guidance on 401(k) Retirement Plans has grown. This special report addresses some common questions/concerns and provides an introduction on how you can set expectations and prepare for a smooth transition into retirement. Published: August 2014
STRATEGIES FOR INCREASING EMPLOYEE SUCCESS
This special report addresses some common questions and presents strategies to help 401(k) plan sponsors increase 401(k) participation and increase employee satisfaction. Published: August 2014
6 COMMON RETIREMENT QUESTIONS FOR EDUCATORS
As advisors who specialize in helping educators make the transition from work to retirement, we understand that you may have questions about when and how you can retire. This special report addresses some common questions and presents strategies to help you plan for a comfortable retirement. Published: April 2014
6 IMPORTANT FINANCIAL STRATEGIES FOR YOUR 20s AND 30s
20 and 30-somethings have very different personal finance and investing priorities than their parents. We wrote this guide to help individuals in their 20's and 30's navigate the world of investing and personal finance, and to help them start thinking seriously about their financial future. Published: April 2014
5 FINANCIAL MISTAKES PHYSICIANS MAKE
As investors, physicians have unique need and face particular challenges. This special report will discuss how to help grow their wealth, protect their assets, and thrive financially in a shifting landscape of industry challenges. Published: February 2014
IS COLLEGE WORTH IT?A lagging economy and skyrocketing university costs leave many Americans asking, “Is college the right choice for me”? This special report will help you understand the costs and benefits of a university degree and give you important information about planning and saving for college. Published: December 2013
2014 TAX PLANNINGAs the end of the year approaches it is also a good time to do some last minute tax planning. As a courtesy, we want to provide you with a few eleventh-hour tax tips you may find useful. Although tax planning is rarely fun, these strategies could help you keep more of your hard earned money. For this reason, we have assembled a special whitepaper for your review. Published: December 2013
7 PRINCIPLES OF LONG TERM INVESTING
Through years of experience, we have observed the effects of fear, greed, lack of discipline, groupthink, and many other pitfalls that investors experience. Accordingly, we have compiled this list of seven principles of long-term investing. These are by no means exhaustive, nor will they guarantee investment success, but we hope you will find them useful with your investment decisions. Published: September 2013
BOND ALERTThis special report will help you understand the current environment for bonds and discuss how that environment may change with rising interest rates; particularly in light of FINRA's Feb 14 investor alert regarding bond duration. Published: June 2013
WOMEN AND INVESTING GUIDEBOOKWomen investors face many challenges to building wealth and securing their financial future. This guide is designed to help women take the first steps towards control of their financial present and future. Published: May 2013
FISCAL CLIFF
With all the news and hype surrounding the Fiscal Cliff and the American Taxpayer Relief Act of 2012 (H.R.8), this paper provides a balanced perspective as well as our views on how the markets and economic performance may be affected. Published: January 2013