Concerned about the social impact of your investments?
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Investing with Your Heart
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
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Should You Invest in Exchange Traded Funds?
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
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
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
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Where Is the Market Headed?
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
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
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
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
So many investments to choose from, so little time. Learn the pros and cons of each.
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Mutual Funds vs. ETFs
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
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
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Earnings season can move markets. Find out why.
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Earnings for All Seasons
Your chance of being audited by the IRS rises with your income level. Learn more.
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What If You Get Audited?
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
