E-Books

This newly updated and designed 2021 Tax Planning e-book can be a valuable resource to stay prepared for the upcoming tax season. This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.

Social Security is a big concern for many Americans. More than 67 million Americans (22% of the U.S. population) receive some form of Social Security. The public insurance has been laying the foundation for economic security for Americans for more than 80 years, providing help to retirees and others. Information current as of March 23, 2018.

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.