Bridging the Confidence Gap 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! In the world of finance, the effects of the "confidence gap" can be especially apparent. Share | Related Content Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help. Retirement Realities Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future. Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).