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Children & College Savings
4 ways to tackle student loan debt
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Student loans can have a big impact on your finances. Whether you’re just starting to pay off your loans, or if you’ve been at it for years, a repayment game plan may help you manage debt and get a better return on the investment in your education. We’ll look at four ways to conquer student loan debt while not losing sight of your other financial goals.
Retirement
Client Presentation: Social Security - Get What's Yours
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Talk to clients about how they could get the most out of their Social Security benefit.
Tax Management
2021 Tax Facts Quick Reference Brochure
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This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes for the 2021 tax year.
Retirement
Helping Millennial Women Close the Retirement Savings Gap
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Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Children & College Savings
Learn How To Teach Your Kids About Money
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This guide helps your clients teach their children good money management skills with practical tips they can use whether their kids are preschoolers or college-bound.
Tax Management
Investor Education: Tax Efficient Investing
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Taxes can have a significant impact on your clients' investment returns. This guide helps them understand the importance of building and maintaining a tax-efficient portfolio.
Children & College Savings
Investor Education: Learn About Saving for College
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Use this practical guide to help your clients learn about the cost of sending a child to college and the many savings and tuition-payment options available.