Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
What every parent needs to know about insuring his or her #teen #driver. #insurance
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Buying Auto Insurance For Teen Drivers
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
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Planning for the Expected
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
When was the last time you paid yourself first?
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Pay Yourself First
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 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
Discover your Risk Number® and find out if your current investment strategy truly reflects your risk tolerance (and for many people, it doesn't).
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What's your Risk Number®?
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What Smart Investors Know About Corrections
Do you know what your #insurance needs are, when you’re married, with children?
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Insurance Needs Assessment: Married With Children
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
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Start the Year Off Right: 3 Simple Steps
What lessons can we learn from 2020? How can we reflect on a challenging year and use it to power us forward? Use this month’s Visual Insights Newsletter to build a better 2021!
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What Was the Biggest Lesson You Learned in 2020?
Friends, 2020 has been a rough year, but we can harness its hard-won lessons to make 2021 (and beyond) even better. This month’s Visual Insights Newsletter is all about using challenging times to make ourselves stronger. Click here to check it out!
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The Simple & Life-Changing Lessons of 2020
Ever hear the quote *a smooth sea never made a skilled sailor?* I think it’s apt wisdom for these times. How can we use the challenges of 2020 to build ourselves up? By turning them into hard-won lessons. Check out this month’s Visual Insights Newsletter to create your own lessons for 2021.
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Inspiring Lessons We Can All Take Away from 2020
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
