You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
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Protecting Your Home Against Flood Loss
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Inventorying Your Possessions
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
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
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
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
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
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
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
College, kids and costs.
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Getting a Head Start on College Savings
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
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?
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
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When Does Your Personal Car Become a Commercial Vehicle?
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
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
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
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
