Category: Infographics

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    Are Your Retirement Accounts on Track?

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    Are Your Retirement Accounts on Track?

    Are your retirement accounts on track? Download our fact sheet below to learn more about Retirement by Design, a retirement account management tool!

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    10 Tax Planning Tips Your CPA Might Have Missed

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    10 Tax Planning Tips Your CPA Might Have Missed

    There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. C …

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    Small Business Owners

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    Small Business Owners

    199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A dedu …

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    Divorce Planning

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    Divorce Planning

    Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Click here to open fullscreen

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    Long-Term Care

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    Long-Term Care

    Do you know someone who has recently been diagnosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This inf …

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    Millennials

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    Millennials

    Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Click here to open fullscreen

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    Estate Planning

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    Estate Planning

    Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Click here to open fullscreen

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    Back 2 Basics

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    Back 2 Basics

    Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget! Click here to open fullscreen

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    Disciplined Investment Process

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    Disciplined Investment Process

    As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives. As the markets go up and down, it can be challenging to keep your emotions in check if you are not followin …

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    4 Challenges During Retirement

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    4 Challenges During Retirement

    No matter how well-prepared you may feel for life in retirement, none of us is immune to the challenges presented by market volatility, rising taxes and inflation and longevity. Fluctuations in the financial markets, interest rates and the value of the dollar affect the price of the goods a …

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