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COMPLIMENTARY E-BOOKS

Tax Planning for 2021

Tax Planning for 2021

This newly updated and designed 2021 Tax Planning eBook can be a valuable resource to stay prepared for the upcoming tax season. This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.

Use our eBook to make end-of-year preparations, understand the complexities of filing taxes in early 2021, and tips for looking ahead to future tax preparations.

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6 Financial Strategies for Your 20s and 30s 

6 Financial Strategies for Your 20s and 30s 

Younger generations have very different personal finance and investing priorities than their parents.

Use our eBook to navigate the world of investing and personal finance, and help you start thinking seriously about your financial future. 

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Love Your Life Today While Saving for Tomorrow

Love Your Life Today While Saving for Tomorrow

Many pre-retirees struggle to balance living a life they love in the present while also saving for the future.

Our "The Great Spending Balance" eBook outlines the top 3 expenditures that typically impact your ability to plan ahead:

  1. Income
  2. Vehicle
  3. Travel

Use our eBook to get a head start investing while ensuring that you are enjoying the road to retirement.

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Take Charge of Your 401(k) 

Take Charge of Your 401(k) 

Keep up with your financial needs, while avoiding common (and expensive) retirement mistakes.

Our "Take Charge of Your 401(k)" eBook will cover: 

  • Information that can help save thousands in taxes and fees
  • Tips for speeding up retirement preparations
  • Critical mistakes to avoid
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Common 2020 Tax Errors to Avoid

Common 2020 Tax Errors to Avoid

Filing your taxes can be a complex responsibility, and accidental errors can be easy to make. By being diligent, carefully strategizing, and keeping tight records, you can improve your ability to file taxes without mistakes. Even if you are choosing to work with a tax professional, you are still responsible for making sure you correctly file all your financial details.

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Understand the basics of the SECURE ACT.  

Understand the basics of 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. 

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Don't Panic: A Timely Resource to Focus on the Bigger Picture

Don't Panic: A Timely Resource to Focus on the Bigger Picture

“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.

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