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Ebooks and Whitepapers


Take Charge of Your 401(k)

Take Charge of Your 401(k)


A 401(k) Can Play a Key Role in Your Retirement Strategy

  • Gather powerful information that could potentially save you thousands in taxes and fees
  • Learn tips to help put you one step ahead in your retirement preparations
  • Learn how to avoid critical 401(k) mistakes that can be difficult to correct
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Understanding Your Estate

Understanding Your Estate


Managing Your Estate is a Key Financial Choice

  • Learn the critical elements worth considering when creating your estate strategy
  • Take steps to help manage stress and confusion for your loved ones
  • Understand the estate benefits of certain tools and what they mean for you and your family
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8 Timeless Principles of Investing

8 Timeless Principles of Investing


These Tips May Help You Invest With Confidence

  • Learn how to approach investing confidently
  • Evaluate crucial market fluctuations
  • Practice focusing on what you can control
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Common Tax Filing Errors to Avoid

Common Tax Filing Errors to Avoid


Learn How to Navigate the Tax System

  • Understand some reasons for IRS tax penalties
  • Discover the top taxpayer concerns about filing taxes
  • Know your 2021 tax bracket
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Unlocking the Treasures to Financial Wellness

Unlocking the Treasures to Financial Wellness


Make Your Way Through the Muddle of Money Management

  • Learn how to prepare for uncertain moments that happen during a financial journey
  • Learn how to set lasting goals to shape your future
  • Create a strategy to stay smooth and steady through life's emergencies
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4 Critical Social Security Facts

4 Critical Social Security Facts


These Facts May Help You Maximize Your Benefits

  • Discover situations when it might make sense to wait to collect your Social Security benefits
  • Learn why your benefit amount may depend on your retirement age
  • Figure out how your Social Security benefits are calculated
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