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Whitepapers

5 Retirement Mistakes Small-Business Owners Make

5 Retirement Mistakes Small-Business Owners Make

In the United States, there are 30 million small businesses with fewer than 500 employees, and are collectively worth more than $10 trillion.A common obstacle we can help small-business owners overcome is their belief that their companies are their retirement strategies.

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5 Ways to Stay Confident in Retirement

5 Ways to Stay Confident in Retirement

Today's retirees are living longer and experiencing retirement in new ways. They’re traveling the world, learning new skills, and redefining the retirement community.

Sound expensive? It can be.

This whitepaper takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt.

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2021 Tax Planning

2021 Tax Planning

This newly updated and designed 2021 Tax Planning whitepaper can be a valuable resource when helping clients 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.

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5 Financial Mistakes Physicians Make

5 Financial Mistakes Physicians Make

Physicians are investors who face unique challenges and have particular needs. This whitepaper discusses how to help them grow their wealth, protect their assets now and in the future, and thrive financially in an ever-shifting landscape of industry changes.

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