When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
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
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
What approach makes the best sense for your family? Take the time to investigate all your choices.
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Is Term Life Insurance for You?
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
Does your business have a retirement strategy that fits your short, long-term needs?
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Choosing a Retirement Plan that Fits Your Business
Have you reserved a seat yet? RSVP today for Election 2020: Don’t Vote with Your Portfolio. It's going to be great! https://enkofijohn.ceterainvestors.com/events/election-2020-dont-vote-with-your-portfolio
We're getting a great response for Election 2020: Don’t Vote with Your Portfolio. If you haven't registered yet, now's the time. https://enkofijohn.ceterainvestors.com/events/election-2020-dont-vote-with-your-portfolio
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Can you make it for Election 2020: Don’t Vote with Your Portfolio on 10/13/2020? We would love to see you there. RSVP here: https://enkofijohn.ceterainvestors.com/events/election-2020-dont-vote-with-your-portfolio
Can you make it for Savvy Social Security Planning on 11/10/2020? We would love to see you there. RSVP here: https://enkofijohn.ceterainvestors.com/events/savvy-social-security-planning-1
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
You are cordially invited to Savvy Social Security Planning . RSVP today to guarantee your spot https://enkofijohn.ceterainvestors.com/events/savvy-social-security-planning-1
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
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
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
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
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Jane Bond: Decoding Diversification
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
We're getting a great response for Savvy IRA Planning for Baby Boomers. If you haven't registered yet, now's the time. https://enkofijohn.ceterainvestors.com/events/savvy-ira-planning-for-baby-boomers
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
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
Have you reserved a seat yet? RSVP today for Savvy IRA Planning. It's going to be great! https://enkofijohn.ceterainvestors.com/events/savvy-ira-planning-2
We're getting a great response for Savvy IRA Planning. If you haven't registered yet, now's the time. https://enkofijohn.ceterainvestors.com/events/savvy-ira-planning-2
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
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date