Guidebooks

Introduction to Personal Finance and Investments

Guide To Personal Finance

Newly revised, it includes the information you’ll need to make smart decisions about everyday finances.

This comprehensive guide to the key aspects of personal finance provides clear explanations about banking, home finance, credit, financial planning, investing, and taxes.

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Investing Essentials

If you’re ready to start investing, but need to learn more before you begin, this guide is a must-read.

Easy to understand and concise, the guide covers stocks, bonds, mutual funds, as well as key strategies for creating and managing an investment portfolio, including asset allocation and diversification.

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A Woman’s Guide To Investing

A Woman’s Guide to Investing offers a practical, encouraging approach to investing, financial planning, and retirement savings for women.

The guide addresses some of the common financial hurdles faced specifically by women, and offers clear, objective guidance on how to prepare for and overcome those challenges in order to achieve financial security.

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An Advisor’s Guide To Behavioral Finance

Providing a complete overview of the range of alternative investments that are available to investors, this booklet discusses REITs and BDCs, as well as alternative mutual funds and private placements.

Potential benefits of these types of investments, including tax reduction tools and diversification, are explained, as are the issues of regulation and tracking performance.

DOWNLOAD AN ADVISOR’S GUIDE TO BEHAVIORAL FINANCE

Starting Out

It’s Your Financial Life

Starting out on your own can mean dealing with unfamiliar, even intimidating, situations, especially when it comes to finances.

This helpful new guide explains the key to financial success and the way to avoid some common financial pitfalls, including falling into debt incurring unnecessary fees and penalties, and pulling off investing.

Prepare yourself from the start with the information you need to make smart decisions.

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Building Your Financial Foundation

It’s never too soon to start building financial wellness.

Written with those in their 20s and 30s in mind, the guide offers insights into how to make intelligent decisions that will positively affect your financial future.

Strategies for success in money management, using credit, and planning for the future are all covered, as are guidelines for avoiding some common financial mistakes, including accumulating unmanageable debt, incurring unnecessary fees and penalties, and putting off investing.

BUILDING YOUR FINANCIAL FOUNDATION

Life Insurance and Annuities

Guide To Understanding Life Insurance

Guide To Understanding Life Insurance makes the basics of life insurance easy to understand, so you can decide how much coverage you need, which policy features to look for, and what to expect when you buy.

Engaging graphics and clear, straightforward language give you the knowledge you need to make the life insurance choices that are right for you and the people who depend on you.

GUIDE TO UNDERSTANDING LIFE INSURANCE

Guide To Understanding Annuities

This guide explores the role that fixed and variable annuities can play in providing retirement income.

Learn the special features of different types of annuities to help you decide which one might be right for you.

GUIDE TO UNDERSTANDING ANNUITIES

Funding Education Expenses

Guide To Understanding 529 Plans

This guide provides a concise introduction to these popular college savings plans, with special sections on how to choose and enroll in a plan, make contributions, and take full advantage of tax-free withdrawals.

Now you can get all the information you need to make appropriate, practical decisions about paying for higher education.

GUIDE TO UNDERSTANDING 529 PLANS

Guide To Saving For College

Concise and clear, this guide helps parents weigh the pros and cons of different ways to save and pay for college.

How to make the most of college savings, what to do if your savings fall short, and the details of various savings plans and federal aid programs are all covered in detail.

GUIDE TO SAVING FOR COLLEGE

Planning for Retirement

Investing For Retirement

Investing for Retirement explains how decisions you make during your working life can help ensure you’ll have a more financially secure retirement.

The guide discusses personal investing goals, explores ways to use asset allocation and diversification to offset investment risk, and explains the role of both taxable and tax-deferred investments in your portfolio.

Equally important, the guide looks at the many different sources that may provide retirement income — since putting together an income stream is one of the greatest challenges facing people who are nearing or already in retirement.

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Planning Retirement Income

Planning Retirement Income deals head on with the challenges of creating a financially secure retirement.

This comprehensive yet easy-to-understand guide explains how to build a solid investment portfolio, strengthen cash flow, and create sources of lifetime income.

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Managing Retirement Income

Managing Retirement Income tackles the issue of creating and managing income from your retirement savings and investment accounts to help ensure your long-term financial security.

The guide helps you create realistic spending plans, identify effective investment strategies, and coordinate required distributions with other sources of income.

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Specialized Investments

Your Guide To Managed Accounts

Handy for investors as well as for financial advisers and investment managers, this guide covers the basics of professionally managed portfolios of individual stocks and bonds.

The guide examines the special features of this increasingly popular way to invest, and the complementary roles different financial professionals play in meeting investor goals.

DOWNLOAD YOUR GUIDE TO MANAGED ACCOUNTS

Guide To Alternative Investments

Providing a complete overview of the range of alternative investments that are available to investors, this booklet discusses REITs and BDCs, as well as alternative mutual funds and private placements.

Potential benefits of these types of investments, including tax reduction tools and diversification, are explained, as are the issues of regulation and tracking performance.

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Estate Planning

Guide To Estate Planning

This guide helps to outline what is included in your estate, while also examining estate taxes, wills, trusts and gifts.

Estate planning can be a complicated process because it requires forward thinking and can also require making decisions that are difficult. While financial matters require careful attention, the real issue is deciding what you want to do with your assets.

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Beneficiaries & Executors

Beneficiaries & Executors is a supportive yet practical guide to navigating the personal and financial responsibilities created by the death of a loved one.

Whether you’re a member of the family, the executor of the estate, or a beneficiary – or perhaps all three – the guide takes you step by step through the tasks that need to be handled, including the creation of the estate and the probate process.

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Donor Advised Funds

Your Guide To Donor Advised Funds

This guide explains the essentials of this increasingly popular way to give to charity.

The guide covers specific details about how the funds work, tax benefits, and investment options.

Also included is helpful information that positions donor advised funds in the greater context of philanthropy.

DOWNLOAD YOUR GUIDE TO DONOR ADVISED FUNDS

Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and its subsidiaries, separately registered investment advisers and subsidiary companies of NFP Corp.

This material should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The information provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.