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Complimentary E-Books

The Secure Act:<br />What Does it Mean for You?

The Secure Act:
What Does it Mean for You?

The SECURE Act was passed at the end of 2019, with most provisions going into effect on January 1, 2020. It can be confusing to wade through the legislation and extract the implications of these changes.

Now, more than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy going forward.

Click below for an overview of what to expect from this new legislation.


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Take Charge of Your 401(k)

Take Charge of Your 401(k)

This eBook covers:

  • Information that can help save thousands in taxes and fees
  • Tips for speeding up retirement preparations
  • Critical mistakes to avoid
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Seven Principles Of Long Term Investing

Seven Principles Of Long Term Investing

Hiding your money under your mattress, as an investment strategy, is probably not a good idea.

Please review our Seven Principles of Long Term Investing E-book to learn more.

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2020 Tax Planning

2020 Tax Planning

In this guide, we’ll explore ways you could be affected by the 2019 changes to the tax law. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

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