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From Tax Efficiency to Retirement: Financial Planning for Small Business Owners

Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and prepare for what tomorrow brings with our guide to financial planning for small business owners.

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4 Things Every Woman Can Do to Prepare for Retirement

Women still encounter challenges, such as lower pay, time out of the workforce for parenting, and longer life expectancies, that make us uniquely vulnerable when planning for retirement.

Download this guide to learn the 4 things that you can do to help be more financially confident in retirement.

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10 Ways to Pay Less in Taxes Under the New Tax Laws

Nobody looks forward to paying their taxes and giving more money to Uncle Same, so why not implement these 10 easy tricks that could enable you to pay less in taxes?

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The Four Most Important Things to Know about the TCJA

The Tax Cuts and Jobs Act, or TCJA, changed the world of tax planning as we know it. Download this guide to learn why it’s more important than ever to understand the TCJA, because the days of not paying attention to your taxes are over.

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divorce planning

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Divorce Planning

There’s no question divorce is one of the most stressful and emotionally- charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is careful and deliberate planning.

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Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

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Millennials

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this free guide for tips on how Millennials can get started on the path to the confident financial future that they seek.

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Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Back 2 Basics

The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combined.

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Investment Process

As investors, we would all like to effortlessly beat the markets, buying and selling investments based on brilliant timing, instinct and a little luck. But most of us realize it’s not that easy.

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