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TAKING STEPS TO HELP PROTECT YOUR ESTATE IS A KEY FINANCIAL CHOICE. WITH APPROPRIATE STRATEGIES, YOU MAY BE ABLE TO MAXIMIZE YOUR OPPORTUNITIES AND HELP MANAGE STRESS AND CONFUSION FOR YOUR LOVED ONES. THIS WHITEPAPER OUTLINES CRITICAL ELEMENTS WORTH CONSIDERING WHEN CREATING YOUR OWN ESTATE STRATEGIES.

Take advantage of the financial market’s potential. Investing provides you the opportunity to pursue your financial goals and shape your own future. HERE ARE SEVEN PRINCIPLES OF LONG-TERM INVESTING.

Key information and financial data for 2025

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.

This age marks a turning point of sorts in your life—on a number of fronts. In particular, the Internal Revenue Service (IRS) allows you to make withdrawals from your retirement accounts without incurring a penalty. It has also been nearly a decade since you were granted the right to make “catch-up contributions.”

As a business owner, you face unique challenges when building a financial future. This report provides insights into mistakes small business owners often make and steps to take when building toward the retirement you desire.