E-Books

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

In the United States, small business owners often have complicated financial lives that may require professional support. This can help small business owners overcome the belief that one’s company is the only retirement vehicle necessary.

This discusses five common mistakes business owners make and common strategies they can use to overcome them.

Investing may sound enticing. But how do you do it? This provides you with the keys to smart investing for the long haul.

You will discover how to invest wisely and responsibly and avoid the common traps and mistakes made by novice investors.

The financial markets reached record highs in 2017, reflecting a growing economy. Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate.

Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high.

Social Security is a big concern for many Americans.

“Don’t panic.” Advice that seems more difficult to follow these days. Because of the novel coronavirus (COVID-19)’s effects on the financial markets, not panicking may be easier said than done.

The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected. While the most drastic changes were made to retirement accounts, there are several other provisions that have also changed investment strategies for younger investors.

This informative and comprehensive guide explores the nuances of the tax code and how you can take advantage of changes.

This guide will help you make end-of-year preparations, direct you through the complexities of filing taxes in early 2020, and provide easy tips for looking ahead to future tax preparations.