Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
What We’ve Learned The Good, The Bad, and The Ugly of 2020 What It Was Like Let’s go back to February 19, 2020. Life was pretty good, wasn’t it? We were still in a solid yet slowing bull market. Sure, we were hearing...
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What We’ve Learned
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
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
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
TUE, OCT 20 AT 7:00 PM EDT
Investing For A Successful Retirement - Brighton Central Schools Community Education - VIRTUAL CLASS
TUE, OCT 20 AT 7:00 PM EDT
Investing For A Successful Retirement - Finger Lakes Community College - VIRTUAL CLASS
TUE, OCT 20 AT 7:00 PM EDT
Investing For A Successful Retirement - Penfield Parks and Recreation - VIRTUAL CLASS
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?
Top 3 Concerns About the Media in Election Seasons If you are like me, you are probably suffering from election exhaustion...
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Blog | Jason Grover, AIF®
In Part 1 of our November Edu-Blog series on health insurance, I want to start with the obvious. The healthcare industry was not ready for COVID-19 and therefore the future of health insurance is in flux. We expect to see a...
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All Things Healthcare - Part 1
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
In the final October edition of our Managing Election Hysteria Edu-Blog we will take a look at the theory that the markets can predict the next president. It seems rather far fetched, I know, however history has a different tale to...
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Managing Election Hysteria - Part 3
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
GROVERFINANCIALSERVICES.COM
Inflation and Your Portfolio
Risk and Volatility are Not the Same Part 1 of this month’s discussion will focus on risk vs. volatility. This month is the start of a new year and with a new year comes new beginnings and new opportunities to make the most out...
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Getting Back to Basics - Part 1
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
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?
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?
Volatility: The Silver Lining Playbook – Part 4 This week I will share the last three of the top ten reasons I believe we need to reframe our view on volatility, A.K.A., my “volatility silver lining playbook.” And the...
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Volatility: The Silver Lining Playbook - Part 4
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
Volatility: The Silver Lining Playbook – Part 3 Last week I shared the first four of the top ten reasons I believe we need to reframe our view on volatility, A.K.A. my “volatility silver lining playbook.” This week we...
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Volatility: The Silver Lining Playbook - Part 3
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
