E-Books

Don't Panic

This is contrary to what the headlines encourage you to do. As you are bombarded with anxiety-inducing news and sound bites, you get a chance to step in to bring clarity and focus back to your daily life with this piece.

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Seven Principles of Long-term Investing

Investing may sound enticing. But how do you do it? These seven principles of long-term investing will equip you to make the best decisions to pursue your financial goals. 

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Retirement Questions for Educators

Education professionals face specific retirement-planning needs to retire on time and with the income they require. As a financial representative, you can provide meaningful value by supporting these individuals as they prepare to retire. This whitepaper provides details and common strategies you can use to serve this unique demographic. This version has been updated with insight on how Social Security benefits may be affected.  Updated April 2019.

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59 1/2: Why Is This Age So Important?

What happens at 59 1/2? Plenty. You can add more to your retirement fund. You can make early withdrawals from your retirement savings without penalties. You’re six years from your full retirement age. And you’ve lived through some of the most exciting and challenging times in modern history.


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5 Retirement Mistakes Small-Business Owners Make

Small-business owners are an essential component of keeping America’s economy churning. In the United States, small businesses with 500 or fewer employees make up 99.7% of companies.

With this report, our goal is to help business owners avoid costly mistakes and confidently plan for the retirement they deserve.

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