The Client Library is filled with multitudes of articles on multitudes of topics. From "what's a 401k?" to "What steps can I take to actually retire?"; find the answers you need, then meet with staff to help make it happen.
For an explanation of the categories featured in our client library - click here!
Here you'll find a list of helpful links to information that may interest you. If you have links you feel would be a fit for this list, email to let us know.
A glossary of financial terms from 1035 Exchange to Zero Coupon Bond.
Many of us have heard the term “investments” used in many ways - and it’s a concept most of us are familiar with to some degree. But unless you’ve really taken an interest in the markets or set aside time to study them, you may not have a total understanding of what investing is, everything involved with investing or what different types of investments are out there.
If you rent an apartment or house, it’s likely your landlord will ask you to obtain a renters insurance policy. You may be left wondering what exactly renters insurance is and what it covers.
In today’s market, you can often put down significantly less to get out of your rented space and into a new home. Yes, 20 percent is still a good number to aim for, but having less than that doesn’t mean you can’t afford to buy a house.
If you're renting an apartment, home, or condo, you might assume you don't need insurance. Should anything structural happen to the building, the property owner is responsible for repairing the damage under their policy.
![[Infographic] How Stocks Work Thumbnail](https://static.twentyoverten.com/5c057b7824b1ae1d5efa789e/VDhjUIzJ_k/How-Stocks-Work.png)
Shareholders are partial owners of the company who can vote for those who serve on the company's board of directors.
We all know about standard retirement hobbies such as golf, gardening, or woodworking. But now that you have time to fill, why not think outside the box? Here, we share some retirement hobbies you never knew existed that can help spice up your golden years.