What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data.
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Monthly Market Insights | September 2020
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
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
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Ben Toben, Financial Advisor updated their info in the about section.
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Ready to test your knowledge of the stock market? (Infographic)
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How Stocks Work
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
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
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?
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
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
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An Overview of Renter’s Insurance
