Resource Library

Videos, guides and information to help keep your retirement strategy on track in today's ever-changing environment.


4 Common Misconceptions About Retirement Strategies Dispelled

Over the years, we’ve heard lots of reasons why people don’t pursue a retirement strategy, and we’ve identified four common misconceptions that may keep people from planning for their financial futures.

5 Retirement Planning Mis-Steps to Dodge

Planning for your retirement can be overwhelming and probably a little bit scary. Through the years, we’ve identified five common mistakes people often make before they hit retirement.

The Top 10 Things to Consider When Preparing For Retirement

Planning for your retirement income may seem like a daunting task, but we have some good news for you: We’ve been there before, and we can help you get a handle on preparing for your financial future with our list of the top 10 things you should do to prepare for your retirement.


Would you like to avoid surprises at tax time?

Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:

  • What the Tax Cuts and Jobs Act could mean for you
  • How inflation could affect your tax bill
  • Why proactive planning can help give you financial confidence
  • How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy

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