Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
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
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
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
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
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
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Do you have a will? Is it updated?
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When Do You Need a Will?
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
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Errors and Omissions Insurance
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
Learn the language of life insurance.
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Term vs. Permanent Life Insurance
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
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
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
Long-term care: three words many people hope they'll never need.
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Understanding Long-Term Care
How many credit cards do you have?
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Spotting Credit Trouble
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
