The hidden cost of fleeing from equities to CDs and fixed-rate annuities
Principal: It’s More Than Money
4 Critical Social Security Facts
Social Security is a significant concern for many Americans and plays a vital role in retirement. This whitepaper shares some important facts about Social Security and what investors should know.
Preparing for a Satisfying Retirement
Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan. We created this special report to help you make the most of your saving and investing opportunities and help improve your prospects for a comfortable retirement.
Take Charge of Your 401(k)
This Whitepaper covers:
- Information that can help save thousands in taxes and fees
- Tips for speeding up retirement preparations
- Critical mistakes to avoid
The SECURE Act
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.
Don’t Panic
“Don’t panic.” Advice that seems more difficult to follow these days. Because of the novel coronavirus (COVID-19)’s effects on the financial markets, not panicking may be easier said than done.
7 Principles of Long-Term Investing
Investing may sound enticing. But how do you do it? This updated whitepaper provides your clients with the keys to smart investing for the long haul.
Your clients will discover how to invest wisely and responsibly and avoid the common traps and mistakes made by novice investors.
These seven principles of long-term investing will equip your clients to make the best decisions to pursue their financial goals.
2020 Tax Planning Whitepaper
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.
Estate Strategies
Taking steps to help protect your estate is a key financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. This whitepaper outlines critical elements worth considering when creating your own estate strategies.
