Complimentary Educational White Papers

Senior man reading article on tablet

Our White Paper library includes information encompassing many essential areas of retirement, including wealth management, personal finance, and lifestyle.

Love Your Life Today While Saving For Tomorrow

White Paper Cover The Great Spending Balance
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Understand Where Your Federal Tax Dollars Go

White Paper Cover 2021 Tax Planning
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Powerful Information That Could Save You Money

White Paper Cover Take Charge of Your 401(k)
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Avoid These Common Tax Errors

White Paper Cover Tape Errors to Avoid
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Strategies for Retiring With Confidence

White Paper Cover 5 Ways to Stay Confident in Retirement
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Critical Elements to Consider When Creating Estate Strategies

White Paper Cover Estate Strategies
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A Financial Guidebook for Women

White Paper Cover Investing & Women
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A Retirement Guide for Educators

White Paper Cover Retirement Questions for Educators
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5 Retirement Mistakes Small Business Owners Make

White Paper Cover 5 Retirement Mistakes
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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Citizen Advisory Group.

Citizen Advisory Group is a separate and unaffiliated entity from Advisory Alpha.