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Complimentary E-Books

Women & Investing: A Financial Guidebook for Women

Women investors face many challenges to building wealth and securing their financial future. We designed this e-book to help women take the first steps toward controlling their financial present and future. 

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5 Financial Mistakes Physicians Make (and How to Avoid Them)

Physicians are investors who face unique challenges and have particular needs. We put together this e-book to discuss how to help them thrive financially in an ever-shifting landscape of industry changes.

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6 Retirement Questions Government Employees Should Be Asking

There are emotions and worries tied into retirement. When it comes to government workers, you have additional challenges to consider when evaluating benefits and options.

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Retirement Questions for Educators

As an educator contemplating the transition from work to retirement, we understand you
may have several questions about when and how you can retire. This report addresses
common questions and offers strategies to help you plan for a comfortable retirement.

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5 Retirement Mistakes Small Business Owners Make (And How to Avoid Them)

As a business owner, you face unique challenges and opportunities when building your
financial future. This special report provides insights on mistakes to avoid and steps to
take for building the retirement you desire—while managing your myriad responsibilities.

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Estate Strategies: Critical Elements of an Estate Plan

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 e-book outlines critical elements worth considering when creating your own estate strategies.  

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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.

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2019 Tax Planning Guide

This guide will help you make end-of-year preparations, direct you through the complexities of filing taxes in early 2019, and provide easy tips for looking ahead to future tax preparations.

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Strategies For Employee Success - Sponsor Guide

Today’s employees face many challenges to success in retirement, and many are not doing enough to financially prepare for the future. We put together this guide for how plan sponsors can help participants save for retirement. 

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