Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
A mortgage can be a 30-year commitment. Be sure to understand before signing on the dotted line.
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Choosing a Mortgage
Trump vs Biden. Do markets care who wins? @ceteraIM covers the path to electoral victory for both candidates and look at historical stock market returns during post-WWII 4-year presidential cycles in our latest commentary: https://bit.ly/2H1ZYa4
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
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Budgeting After a Divorce
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
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
Knowledge ain’t cheap. Preparing for your child’s education involves estimating the potential costs.
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Estimating the Cost of College
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
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
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
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
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
When was the last time you updated your will?
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Will Power
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
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Mortgages in Retirement
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
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
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
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
