The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
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
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Ever thought you could have chicken soup without the chicken? This recipe shows you how.
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This Recipe Is Everything I Love About Chicken Soup, Minus the Meat
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
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?
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
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
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:
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Qualifying For Medicare Under Age 65
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
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?
Learn how #insurance #deductibles work, and how they can help you save money.
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How Insurance Deductibles Work
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Have you heard these three common misconceptions about #SocialSecurity?
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Don't Buy The Hype
