Investment Management

• Develop a Suitable Asset Allocation (Vanguard)
• Why Diversify? (Franklin Templeton)
• Diversification Among Bonds (Vanguard)

Retirement Planning

• Long Term Impact of Withdrawal Rates (Blackrock)
• The Sequence of Returns Matters (MFS)
• Understanding Social Security Retirement Benefits (Blackrock)
• Finding Your Way With Medicare (Principal Funds)
• Retirement Plan Comparison Grid (LPL Financial)

Taxes

• 2020 Tax Fast Facts (American Century)

Estate Planning

• Effectively Managing Your Estate (MFS)
• Using Trusts as Part of Your Estate Planning (MFS)
  

College Planning

• Understanding Your College Savings Options (MFS)

Insurance

• Which Life Insurance Is Right For You? (LPL Financial)
• Guide to Long Term Care Insurance (LPL Financial)