Helpful Documents

In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different this tax year, and what you can do to prepare. Keep in mind that this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

More than 70 million Americans (21% of the U.S. population) receive some form of Social Security. This public insurance has helped lay the economic foundation for Americans for more than 80 years, providing support to retirees and others.

Many Americans worry about their financial security during retirement. An employer-sponsored retirement plan is one of your most powerful tools for pursuing a comfortable retirement. The money you invest in your 401(k) has tax-deferred growth potential and generally becomes taxable only once withdrawals begin in retirement. By making pre-tax contributions to your retirement plan, you can also reduce your income each year, which may help you manage your annual tax bill.

Research shows that the average American employee switches jobs over 12 times by the time they turn 54.

While finances and health may seem unrelated, the two are often closely intertwined, especially in America’s bustling, free-flowing marketplace. Will the nation’s economy gather momentum in the years ahead? Will Americans continue to improve their personal balance sheets as the country moves forward?

In your investing lifetime, you will live through several periods of market volatility.
These periods may cause you to second guess your investment strategy or even consider a different approach to managing your money. But regardless of how the market is currently performing, it’s important to stay focused on your overall approach based on your goals, time horizon, and risk tolerance.