It May Be Time for a Financial Checkup Learn How to Avoid These 6 Common Tax Errors Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid. First Name Last Name Email Address Thank you! Oops! It’s never a bad time to speak with your financial professional about changes in your situation. Share | Related Content A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow. Good Health is Good Business Good employee health can be great for the company’s bottom line. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.