Resources

When Should I Sign Up for Medicare

Medicare can be a confusing topic for many. You can’t simply sign up anytime you want – and your enrollment timeframe can depend on a variety of factors. To help you figure out when your eligibility begins, we have put together the following flowchart. Download the checklist today to …
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Retirement Plans for Small Business: Comparison Chart

401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table. We put together this comparison chart, wh …
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Ready to Retire?

You have worked for a long time, a long time, to get to this stage of life and perhaps you are not quite there yet but planning for it: Retirement. Congratulations! We are sure you have lots of plans for all the time you will now have. We don’t want your carefully laid plans to go awry, so, …
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Having a Baby?

Are you pregnant? Maybe you have a newborn at home or you expect to have a grandchild very soon? Whatever stage of parenthood you are in, congratulations!  Below we have collected resources to help you keep your wits about you regardless of how much sleep you got last night. Download Guide
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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 retir …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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