This Month’s Featured Articles

What is FinTech – And How Does It Affect Me?

Financial technology, or FinTech, is a branch of technological innovation that focuses primarily on monetary transactions and investments. Learn more about how financial technology can benefit your business or personal finances in this informative FinTech breakdown from Forbes.

Three Major FinTech Trends to Watch in 2022

Technology changes fast, and it was difficult to keep up with the latest solutions and products even before the global pandemic necessitated new remote approaches to everyday transactions. To help cut through the noise and focus on the most relevant tools available to you, here are three key FinTech trends to keep your eye on this year.

2022 Reference Guides

Browse our 2022 Reference Guides that can help you keep track of important dates, guidelines and easily accessible numbers for 2022. Guides include the 2022 Retirement Calendar, Key Financial Data, Health Care Quick Reference Guide and more. If you want to talk through any of these guides or have any questions, contact us here – we would be happy to help.

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Financial Planning Resources

Creating a financial plan helps you to see the big picture, setting long and short-term life goals, a crucial step in mapping out your financial future. With a plan in place, it’s easier to make financial decisions and stay on track to meet your goals. Establishing a relationship with a financial advisor you can trust is critical towards achieving your goals.

Retirement Planning Resources

What are all the things you need to know before retiring? Does working longer help or hurt your retirement? Find out the answers to those questions and more in our resource library all aspects of smart retirement planning.

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Tax Planning Resources

Given the complexity of the US tax code, effective tax planning can be a real challenge. Browse our resource library for information and guidelines about all aspects of tax planning.

Estate Planning Resources

A taxpayer’s estate is established to make sure no taxable income falls through the cracks. Make sure you are aware of how to plan your estate appropriately. Browse our resource library for information about smart estate planning.

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Social Security Planning Resources

Trying to understand Social Security and everything you need to know can be overwhelming. Browse our resource library for information and guidelines about Social Security planning.

College Planning Resources

Planning for college for yourself or a family member? Browse our resource library for information about smart college planning and loan information.

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