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
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
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
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
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?
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
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
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
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
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Learn the language of life insurance.
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Term vs. Permanent Life Insurance
Long-term care: three words many people hope they'll never need.
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Understanding Long-Term Care
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
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
