Complimentary Guides

Are Annuities Worth the Risk? There’s some element of risk with every investment. You know you’ll have to withstand an investment dropping in value — all in the pursuit of earning enough to fund your retirement or your grandchild’s education. Some investors sometimes choose to mitigate risk by investing in annuities, which are often advertised […]

One of the most intimidating factors to consider as retirement approaches is the question, “Will I have enough money?” Our free guide will help you through the first steps and considerations in answering this question while addressing the following: Talk with a financial advisor to help you reach your goals. Read the Blog To download […]

Hiding your money under a mattress, as an investment strategy, is probably not a good idea. You put your money at all sorts of risk: fire, floods, forgetfulness. And besides, under your mattress is one of the first places thieves may go to look for your stash. Despite the potential issues, a recent AARP survey […]

When envisioning the retirement you’ve always wanted, what does it look like? What are you doing? Where are you doing it? Who are you doing it with? Retirement Planning isn’t just about the money. It’s also about the things money can’t buy. In order to know how much money you’ll need to set aside to […]

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. While balancing ongoing changes can […]

While investing can at times seem overwhelming, the academic research can be broken down into what we call the Five Key Concepts to Financial Success. If you examine your own life, you’ll find that it is often the simpler things that consistently work. Successful investing is no different. However, it is easy to have your […]

While investing can at times seem overwhelming, the academic research can be broken down into what we call the Five Key Concepts to Financial Success. If you examine your own life, you’ll find that it is often the simpler things that consistently work. Successful investing is no different. However, it is easy to have your […]

As a business owner, you face unique challenges and opportunities when building your financial future. This special report provides insights on mistakes to avoid and steps to take for building the retirement you desire—while managing your myriad responsibilities. Small-business owners are an essential component of keeping America’s economy churning. In the United States, small businesses […]

You may have read about the rise of so-called “robo-advisors,” online investing platforms that use computer-generated algorithms to create strategies and manage your money. These platforms provide simple portfolio management with very little human interaction at rock-bottom prices. With the increasing popularity of these platforms, you might be asking yourself: Do I even need a […]

Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical investment and planning decisions, and the quality of his or her advice could heavily influence your long-term financial success. Whether you are […]

With so many different plan choices, the constant stream of mail and TV ads, and even incorrect information, it’s no wonder Medicare seems like a confusing maze. Medicare is the government-run health insurance program for people age 65 and older, those under 65 with certain disabilities and those with end-stage renal disease. Care is provided […]

These days, planning for retirement isn’t just a luxury. It’s a necessity. Retirement has become too complex to just pick a day and stop showing up to work. And it’s more than complex—retirement is also expensive. You have to factor in expenses, taxes, and other spending. There are many ways to pay for it, but […]

Retirement can affect your life in many ways. From your work, leisure, and activity to your relationships with family and friends. The various aspects of retirement can have both positive and negative effects. This free resource will help you identify areas you might not have considered and show you what to explore further before you […]

Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives. We hope you find useful information that helps you make the most of your financial well-being today and every day. […]

Bearing the news about the nation’s financial and physical wellness isn’t always a welcome task. While finances and health may seem unrelated, the two are often closely intertwined, especially in the U.S.’s bustling, free-flowing marketplace where rising health-care costs sometimes take center stage. Americans of all ages have been missing the mark on their financial […]

This refreshing guide will help educate you on solid investment principles. Each point is broken down into bite-sized pieces with plenty of informative details and infographics. Market movements, business decisions, economic events, politics, interest rates—many factors can influence the performance of your investments. Instead of worrying about events that are out of your hands, focus […]