What is Capitalism?
If you thought that payouts from life insurance are tax-free in all cases, think again.
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When Life Insurance Becomes Taxable
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
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
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
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
How prepared are you for retirement?
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The Pre-Retirement Checklist
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
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Jane Bond: Decoding Diversification
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
It is amazing what we enjoy today; I just got a new car; my wife total my baby twenty year old Acura. I just installed a new computer systems and the world for me it is at my fingertip; now that I am organize now what?
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
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?
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
Credit Score Fact: When you apply for new credit, your FICO score drops, but not by much.
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Spotting Credit Trouble
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
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
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
