Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
With high equity valuations, low bond yields, a looming election and flu season starting, we could see more volatility in Q4. @ceteraIM's Q4 #Outlook explains: https://bit.ly/340JBlQ
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
There are 4 things you should add to your family emergency kit in 2020. Check out the latest issue of Financial Watch: http://bit.ly/financialwatch-sept2020
It may seem like a good idea to close credit card accounts you no longer use to avoid annual fees or if you're not using rewards during the pandemic, but this may have an adverse impact on your credit. Read the latest issue of Retire Wise for more: http://bit.ly/retirewise-oct2020
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
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
What every parent needs to know about insuring his or her #teen #driver. #insurance
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Buying Auto Insurance For Teen Drivers
Whether you realize it or not, you’ve allocated your assets.
CHARTEREDCOURSE.COM
A Decision Not Made Is Still a Decision
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
#Markets have their worst day in a month on #Covid concerns, #stimulus plan pessimism, and #election2020 uncertainty. Please check out this latest commentary: https://bit.ly/34tPNnW #economy #stockmarket
How much do you know about stocks?
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How Stocks Work
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
CHARTEREDCOURSE.COM
What is the Value of Your Business?
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
CHARTEREDCOURSE.COM
What You Should Do About Insurance Following a Divorce
The COVID-19 pandemic has taken a toll on many U.S. households. However, there are important steps you can take to regain control of your financial future. Check out the latest issue of Financial Watch: https://bit.ly/financialwatch-nov2020
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
RMDs are back. What's your strategy? Read more here: http://bit.ly/retirewise-feb21
Over age 50? You may be able to catch-up on retirement.
CHARTEREDCOURSE.COM
Catch-Up Contributions
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
Retirement may change your perception of investment risk.
CHARTEREDCOURSE.COM
Your Changing Definition of Risk in Retirement
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
