Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
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
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 about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Important Birthdays Over 50
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Well 3rd times a charm!
We are so EXCITED to FINALLY have our 2020 shred event!
Mark your calendars for Saturday 10/17/2020 for a free shred and e-waste event 9am - noon!
We have been quarantined for 6 months, I know you have stuff to finally get rid of! Can't wait to see you guys there, safely with masks & social distancing of course!
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
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
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
BONDWEALTHMGT.COM
Planning for the Expected
What would happen to your loved ones if you were gone? Make financial preparations today.
BONDWEALTHMGT.COM
Variable Universal Life Insurance
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
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Coaches
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
BONDWEALTHMGT.COM
The Value of Insuring Against Life’s Risks
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Do you have a will? Is it updated?
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When Do You Need a Will?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
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
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
What would happen to your loved ones if you were gone? Make financial preparations today.
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Variable Universal Life Insurance
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
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
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
BONDWEALTHMGT.COM
Countering Counterfeit Currency
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
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Mortgages in Retirement
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
BONDWEALTHMGT.COM
Five Most Overlooked Tax Deductions
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
Periodic withdrawals in retirement may not be such a good idea.
BONDWEALTHMGT.COM
Systematic Withdrawals in Retirement
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
BONDWEALTHMGT.COM
Perception vs. Reality
A #homewarranty may make sense, but you need to set proper expectations.
BONDWEALTHMGT.COM
Making Sense Of A Home Warranty
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
BONDWEALTHMGT.COM
A New Way to Look at Your Bucket List
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
BONDWEALTHMGT.COM
Five Most Overlooked Tax Deductions
The tax rules that govern donating art are complex and confusing. #taxes #art
BONDWEALTHMGT.COM
Donating Art: Taxation Abstraction
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
BONDWEALTHMGT.COM
Budgeting After a Divorce
When considering a record keeping system for your business, you need to ask yourself some very important questions
BONDWEALTHMGT.COM
Keeping Good Records is Good Business
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
BONDWEALTHMGT.COM
Perception vs. Reality
A #homewarranty may make sense, but you need to set proper expectations.
BONDWEALTHMGT.COM
Making Sense Of A Home Warranty
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
BONDWEALTHMGT.COM
A New Way to Look at Your Bucket List
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
BONDWEALTHMGT.COM
Five Most Overlooked Tax Deductions
Sector investing may present an opportunity — if you do your homework. #investing
BONDWEALTHMGT.COM
The Utility of Sector Investing
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
BONDWEALTHMGT.COM
Critical Estate Documents
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
BONDWEALTHMGT.COM
Mastering Mobile Lingo
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
BONDWEALTHMGT.COM
Budgeting After a Divorce
When considering a record keeping system for your business, you need to ask yourself some very important questions
BONDWEALTHMGT.COM
Keeping Good Records is Good Business
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
BONDWEALTHMGT.COM
Perception vs. Reality
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
BONDWEALTHMGT.COM
Monthly Market Insights | February 2021
What would happen to your loved ones if you were gone? Make financial preparations today.
BONDWEALTHMGT.COM
Variable Universal Life Insurance
Being healthy may help your personal finances.
BONDWEALTHMGT.COM
Putting a Price Tag On Your Health
Sector investing may present an opportunity — if you do your homework. #investing
BONDWEALTHMGT.COM
The Utility of Sector Investing
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
BONDWEALTHMGT.COM
Critical Estate Documents
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
BONDWEALTHMGT.COM
Mastering Mobile Lingo
The average college senior graduates with credit card debt. How will your kids manage money?
BONDWEALTHMGT.COM
Do Your Kids Know The Value of a Silver Spoon?
If you don’t have an #estatestrategy, here’s some reasons why you should.
BONDWEALTHMGT.COM
Why Everyone Needs an Estate Strategy
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
BONDWEALTHMGT.COM
Estate Management Checklist
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
BONDWEALTHMGT.COM
Monthly Market Insights | February 2021
What would happen to your loved ones if you were gone? Make financial preparations today.
BONDWEALTHMGT.COM
Variable Universal Life Insurance
Being healthy may help your personal finances.
BONDWEALTHMGT.COM
Putting a Price Tag On Your Health
Investors should understand the ways in which financial professionals are compensated for the services they provide.
BONDWEALTHMGT.COM
How Financial Professionals Are Compensated
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
BONDWEALTHMGT.COM
Countering Counterfeit Currency
The average college senior graduates with credit card debt. How will your kids manage money?
BONDWEALTHMGT.COM
Do Your Kids Know The Value of a Silver Spoon?
If you don’t have an #estatestrategy, here’s some reasons why you should.
BONDWEALTHMGT.COM
Why Everyone Needs an Estate Strategy
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
BONDWEALTHMGT.COM
Estate Management Checklist
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
BONDWEALTHMGT.COM
Monthly Market Insights | February 2021
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
BONDWEALTHMGT.COM
The Financial Literacy Crisis
Here are a few key factors to consider when naming an executor for your estate.
BONDWEALTHMGT.COM
And the Executor Is
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
BONDWEALTHMGT.COM
The A, B, C, & D of Medicare
Investors should understand the ways in which financial professionals are compensated for the services they provide.
BONDWEALTHMGT.COM
How Financial Professionals Are Compensated
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
BONDWEALTHMGT.COM
Countering Counterfeit Currency
The average college senior graduates with credit card debt. How will your kids manage money?
BONDWEALTHMGT.COM
Do Your Kids Know The Value of a Silver Spoon?
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
BONDWEALTHMGT.COM
What to Look for in a Long-Term Care Policy
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
BONDWEALTHMGT.COM
The Financial Literacy Crisis
Here are a few key factors to consider when naming an executor for your estate.
BONDWEALTHMGT.COM
And the Executor Is
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
BONDWEALTHMGT.COM
The A, B, C, & D of Medicare
Investors should understand the ways in which financial professionals are compensated for the services they provide.
BONDWEALTHMGT.COM
How Financial Professionals Are Compensated
Concerned about the social impact of your investments?
BONDWEALTHMGT.COM
Investing with Your Heart
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
BONDWEALTHMGT.COM
Monthly Market Insights | March 2021
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
Have a kid heading off to college? Here are a few tips.
BONDWEALTHMGT.COM
A Cheat Sheet for Sending Your Kid to College
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
BONDWEALTHMGT.COM
Red Flags for Tax Auditors
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
BONDWEALTHMGT.COM
What to Look for in a Long-Term Care Policy
When the rules of the game change, tactics should follow in response to the new landscape.
BONDWEALTHMGT.COM
Revising Estate Strategy Assumptions
Find out whether you are insurable before implementing a strategy using life insurance.
BONDWEALTHMGT.COM
Universal Life Insurance
Concerned about the social impact of your investments?
BONDWEALTHMGT.COM
Investing with Your Heart
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
BONDWEALTHMGT.COM
Monthly Market Insights | March 2021
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
BONDWEALTHMGT.COM
Rebalancing Your Portfolio
Have a kid heading off to college? Here are a few tips.
BONDWEALTHMGT.COM
A Cheat Sheet for Sending Your Kid to College
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
BONDWEALTHMGT.COM
Planning for the Expected
When was the last time you checked your credit score? #CreditScore
BONDWEALTHMGT.COM
How Does Your Credit Score Compare?
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
BONDWEALTHMGT.COM
Budgeting After a Divorce
When the rules of the game change, tactics should follow in response to the new landscape.
BONDWEALTHMGT.COM
Revising Estate Strategy Assumptions
Find out whether you are insurable before implementing a strategy using life insurance.
BONDWEALTHMGT.COM
Universal Life Insurance
Concerned about the social impact of your investments?
BONDWEALTHMGT.COM
Investing with Your Heart
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
BONDWEALTHMGT.COM
Life and Death of a Twenty Dollar Bill
10 tips that can head-off marriage money problems.
BONDWEALTHMGT.COM
Prevent a Rift: Money Tips for Newlyweds
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
BONDWEALTHMGT.COM
Planning for the Expected
When was the last time you checked your credit score? #CreditScore
BONDWEALTHMGT.COM
How Does Your Credit Score Compare?
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
BONDWEALTHMGT.COM
Budgeting After a Divorce
When the rules of the game change, tactics should follow in response to the new landscape.
BONDWEALTHMGT.COM
Revising Estate Strategy Assumptions
