Learn the language of life insurance.
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Term vs. Permanent Life Insurance
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
What would happen to your loved ones if you were gone? Make financial preparations today.
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Variable Universal Life Insurance
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
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
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
That big list of dreams and goals isn't the only way to look at your bucket list.
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A New Way to Look at Your Bucket List
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
Credit Score Fact: When you apply for new credit, your FICO score drops, but not by much.
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Spotting Credit Trouble
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
College, kids and costs.
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Getting a Head Start on College Savings
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
Do you know how long it may take for your investments to double in value?
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The Rule of 72
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
What do you need to know in the face of post COVID-19 volatility?
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Pullbacks, Corrections, and Bear Markets
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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From Boats to Brokers
