Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
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
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
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
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Insurance Needs Assessment: When You're Young and Single
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
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
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?
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
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
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?
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
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
Do you have a will? Is it updated?
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When Do You Need a Will?
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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From Boats to Brokers
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
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Encore Careers: Push Your Boundaries
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
