Resources to Help You Plan
Want To Dive Deeper Into Important Topics?
What Issues Should I Consider If I Lose My Job?
If you have recently suffered a job loss you will be presented with many issues that go beyond deciding on your next career steps. Cash flow, health insurance, and tax planning are just a few areas that will need to be considered. Click here for our free guide that highlights these areas and allows you to get organized and move forward.
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Resource: What Issues Should I Consider If I Lose My Job?
Understanding Corning Equity Compensation Webinar
Does your Corning compensation strategy align with your financial goals? Join Paul Sydlansky, CFP®, for a webinar tailored just for Corning Inc. associates, where he will guide you through the intricacies of Corning’s equity compensation packages. Learn if you are taking too much risk and how to reduce that exposure in a tax efficient way.
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Resource: Understanding Corning Equity Compensation Webinar
Understanding Expense Ratios
Most investors look at their statements and see the “advisory fee” they pay from their account. But many investors are surprised to find out that the mutual funds they hold also charge them a fee that never shows up on their statement!
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Resources: Understanding Expense Ratios
Understanding Investment Fees
The higher the investment fees, the lower your return. This simple fact makes it critical that every investor understand the type of investment fees they are paying and why. Such fees include, but are not limited to the below:
- Management or Advisory Fees
- Transaction Fees or Commissions
- Account, Brokerage, or Custodial Fees
- Front-End Loaded Fees
- Expense Ratio
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Resource: Understanding Investment Fees
Resource: Understanding Investment Fees
How Fees Erode Your Wealth
See how that extra .75% a year in your total fees compounds over the long term and greatly reduces your wealth!
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Resources: How Fees Erode Your Wealth
The Ultimate Guide for Choosing Financial Advice
There is no shortage of financial guidance available to investors at all income levels, but it’s important to understand which type of financial help is right for you. Download this comprehensive whitepaper for information about:
- financial designations
- different types of financial organizations
- how advisors are compensated
- 5 steps you can take to find the right type of financial advice.
The goal of this resource is for you to come away with everything you need to know in order to hire an advisor who’s best suited to address your unique financial needs.
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Resource: The Ultimate Guide for Choosing Financial Advice
The True Value of Financial Planning
The investing world is changing rapidly. We want to give you the insights and information you need to successfully leverage the changes we see in the way investment management is done. Download our whitepaper for information about:
- Why investment management should cost you less
- The value of true financial planning
- How to ensure you’re receiving true financial planning
- Reading this paper is one step you can take to better position yourself to make informed, intelligent, strategic decisions with your money
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Resource: The True Value of Financial Planning
How To Make Your Money Work For You
What should I do with my excess cash? While extra money is a great problem to have, it also creates new questions that can be hard to answer strategically without the help of a financial advisor. Once you earn more income and tackle obvious problems like paying off debt, the next question becomes… “Now what?”
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Resource: How To Make Your Money Work For You
Your credit score plays a crucial role in your financial well-being, affecting everything from loan approvals to interest rates.
To help with this process, we’ve put together a brief how-to guide on checking your credit. It’s simple, quick, and can provide valuable insights into your financial standing.
