Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
The four most expensive words in the English language: “This time it's different” — Investor Sir John Templeton.
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Rebalancing Your Portfolio
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
Your chance of being audited by the IRS rises with your income level. Learn more.
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What If You Get Audited?
Light Reading: Treasury Department Federal Tax Regulation Guide. How many pages have you read?
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Understanding Marginal Income Tax Brackets
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
Learn how #insurance #deductibles work, and how they can help you save money.
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How Insurance Deductibles Work
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Credit Score: A statistical estimation of how likely you are to pay your debts. What's your score?
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How Does Your Credit Score Compare?
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
Your chance of being audited by the IRS rises with your income level. Learn more.
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What If You Get Audited?
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
Don't overlook healthcare when crafting your retirement strategy.
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Healthy Body, Healthy Pocketbook
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
