When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
COMPLETEWA.COM
A Fruitful Retirement: Social Security Benefit
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
Are we getting closer?
CNBC.COM
Johnson & Johnson enters late-stage trial testing its coronavirus vaccine
Are you ready for school—again?
COMPLETEWA.COM
Estimating the Cost of College
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
COMPLETEWA.COM
To Buy or Not to Buy
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Being healthy may help your personal finances.
COMPLETEWA.COM
Putting a Price Tag On Your Health
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 home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
Just entering retirement? Here's what you need to know.
COMPLETEWA.COM
9 Facts About Retirement
Nobel-prize-winning investment research.
COMPLETEWA.COM
The Ivory Tower Changes Wall Street
The average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
Earnings season can move markets. Find out why.
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Earnings for All Seasons
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
COMPLETEWA.COM
Retirement Redefined
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
COMPLETEWA.COM
All Muni Bonds Are Not Created Equal
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
COMPLETEWA.COM
A Home Insurance Claim: To File Or Not To File
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
COMPLETEWA.COM
What Our Kids Can Teach us About Saving Money
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
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
Ever wonder about those free credit scores you get once a year? #creditscore #credit
COMPLETEWA.COM
The Lowdown on Those Free Credit Scores
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
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
COMPLETEWA.COM
Rightsizing for Retirement
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
COMPLETEWA.COM
Social Security: Maximizing Benefits
