Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
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
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
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
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
How many credit cards do you have?
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Spotting Credit Trouble
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
