15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
Credit Score Fact: When you apply for new credit, your FICO score drops, but not by much.
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Spotting Credit Trouble
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
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
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
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The Three Keys to a Great Password
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
