Handouts Allianz - Roth IRA Brochure Client Letter - "2021 Brings a Fresh Start" 2020 Year-End Tax Update The Value of Advice - Vanguard Advisors Help Save Taxes - Vanguard What You Need to Know About Long-Term Care Insurance LPL - Guide to Long-Term Care Insurance Franklin Templeton - Six Barriers to Investment Success eSignature for Financial Forms Cybersecurity - Securing Online Transactions Cybersecurity - Recognizing and Avoiding Online Scams Putnam - 2020 Tax Guide MFS - Social Security Reference Guide MFS - 529 College Planning Bright Directions - 529 Plan Flyer (2020) Global Atlantic - Spending Hierarchy Worksheet (Pyramid) American Funds - Guide to Investing in an Election Year BlackRock - 2020 Q3 Market Outlook
