Videos and downloads

Downloadable resources

Changes to Charitable Giving Rules
See how the IRS is limiting tax savings for your charitable giving under provisions from the One Big Beautiful Bill Act.
Understanding Donor-Advised Funds
An in-depth review of donor-advised funds and how they can be used in your overall financial strategy.
Equitable Inheritance Strategy White Paper
Read to learn more about why it's important to factor beneficiary income taxes into your estate planning strategy.
Roth Conversions: A Guide to Efficient Retirement Planning
Learn how Roth conversions can be a powerful tool when it comes to tax-efficient retirement planning in this strategic guide.
The One Big Beautiful Bill Act: What You Need to Know
WEP and GPO Repealed
Financial Planning Specialist, Sam Buford, explains how the WEP and GPO were repealed by the Social Security Fairness Act and what next steps to take.
Net Unrealized Appreciation (NUA)
Myth Busting: Retirement Income White Paper
Marketing Week Update - March 2026
Weekly market perspectives from Anthony Saglimbene, Chief Market Strategist at Ameriprise Financial.