Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
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
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
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
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
When considering a record keeping system for your business, you need to ask yourself some very important questions
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Keeping Good Records is Good Business
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
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The Three Keys to a Great Password
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
How many credit cards do you have?
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Spotting Credit Trouble
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
College, kids and costs.
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Getting a Head Start on College Savings
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
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
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
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
Buying a home may be your largest financial commitment. Which loan is best for your situation?
IQPORTFOLIOS.COM
Fixed or Variable Mortgage, Which Should You Pick?
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
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Coaches
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
IQPORTFOLIOS.COM
Inflation & Your Money
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
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
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
IQPORTFOLIOS.COM
Buying vs. Leasing a Car
Take an inside look into Simplified Employee Pension plans.
IQPORTFOLIOS.COM
Is a SEP-IRA Right for Your Business?
How literate are you when it comes to your finances? Brush up with these five basics.
IQPORTFOLIOS.COM
The Five Basics of Financial Literacy
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
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Retiring Wild: National Parks and You
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
IQPORTFOLIOS.COM
Personal Finance Tips for Military Families
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
IQPORTFOLIOS.COM
Countering Counterfeit Currency
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
Here are 4 unexpected locations that make great places to #raise your #family.
IQPORTFOLIOS.COM
Four Great, Unexpected Places to Raise a Family
How literate are you when it comes to your finances? Brush up with these five basics.
IQPORTFOLIOS.COM
The Five Basics of Financial Literacy
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
IQPORTFOLIOS.COM
Retiring Wild: National Parks and You
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
IQPORTFOLIOS.COM
Jane Bond: Infiltrating the Market
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
How much do you know about stocks?
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How Stocks Work
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
Here are 4 unexpected locations that make great places to #raise your #family.
IQPORTFOLIOS.COM
Four Great, Unexpected Places to Raise a Family
How literate are you when it comes to your finances? Brush up with these five basics.
IQPORTFOLIOS.COM
The Five Basics of Financial Literacy
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
How much do you know about stocks?
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How Stocks Work
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
IQPORTFOLIOS.COM
Healthy Body, Healthy Pocketbook
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
IQPORTFOLIOS.COM
How Women Can Prepare For Retirement
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
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
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
IQPORTFOLIOS.COM
A House Divided
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
IQPORTFOLIOS.COM
Building Your Legacy
Considering crowdfunding? Take time to do the research first. #Crowdfunding
IQPORTFOLIOS.COM
Crowdfunding—Capital for the 21st Century
How much do you know about stocks?
IQPORTFOLIOS.COM
How Stocks Work
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
IQPORTFOLIOS.COM
Encore Careers: Push Your Boundaries
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
IQPORTFOLIOS.COM
Are Alternative Investments Right for You?
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
IQPORTFOLIOS.COM
Creative Ways to Motivate Your Employees
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
IQPORTFOLIOS.COM
From Boats to Brokers
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
IQPORTFOLIOS.COM
Jane Bond: Scaling the Ladder
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
IQPORTFOLIOS.COM
A House Divided
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
Childhood attitudes and habits can determine your child's health in his or her adult years.
IQPORTFOLIOS.COM
Raising Healthy Children
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
IQPORTFOLIOS.COM
Encore Careers: Push Your Boundaries
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
IQPORTFOLIOS.COM
Are Alternative Investments Right for You?
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
IQPORTFOLIOS.COM
Creative Ways to Motivate Your Employees
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
IQPORTFOLIOS.COM
From Boats to Brokers
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
IQPORTFOLIOS.COM
Year-End Charitable Gifting and You
Developing a retirement strategy? It's critical to know the differences between investment types.
IQPORTFOLIOS.COM
Traditional vs. Roth IRA
How much is enough for your emergency fund?
IQPORTFOLIOS.COM
Your Emergency Fund: How Much Is Enough?
Childhood attitudes and habits can determine your child's health in his or her adult years.
IQPORTFOLIOS.COM
Raising Healthy Children
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
IQPORTFOLIOS.COM
Encore Careers: Push Your Boundaries
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
IQPORTFOLIOS.COM
Are Alternative Investments Right for You?
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
IQPORTFOLIOS.COM
Understanding the SECURE Act
What do you need to know in the face of post COVID-19 volatility?
IQPORTFOLIOS.COM
Pullbacks, Corrections, and Bear Markets
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
IQPORTFOLIOS.COM
Investing for Impact
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
IQPORTFOLIOS.COM
Year-End Charitable Gifting and You
Developing a retirement strategy? It's critical to know the differences between investment types.
IQPORTFOLIOS.COM
Traditional vs. Roth IRA
How much is enough for your emergency fund?
IQPORTFOLIOS.COM
Your Emergency Fund: How Much Is Enough?
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
IQPORTFOLIOS.COM
Password Protection Strategies
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
IQPORTFOLIOS.COM
What Smart Investors Know
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
IQPORTFOLIOS.COM
Understanding the SECURE Act
What do you need to know in the face of post COVID-19 volatility?
IQPORTFOLIOS.COM
Pullbacks, Corrections, and Bear Markets
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
IQPORTFOLIOS.COM
Investing for Impact
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
IQPORTFOLIOS.COM
Year-End Charitable Gifting and You
Have a kid heading off to college? Here are a few tips.
IQPORTFOLIOS.COM
A Cheat Sheet for Sending Your Kid to College
You face sequence of returns risk. Know what it is? #investing #investmentrisk
IQPORTFOLIOS.COM
The Investment Risk No One’s Ever Heard Of
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
IQPORTFOLIOS.COM
The Anatomy of an Index
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
IQPORTFOLIOS.COM
Password Protection Strategies
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
IQPORTFOLIOS.COM
What Smart Investors Know
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
IQPORTFOLIOS.COM
Understanding the SECURE Act
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
IQPORTFOLIOS.COM
Building Your Legacy
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
Have a kid heading off to college? Here are a few tips.
IQPORTFOLIOS.COM
A Cheat Sheet for Sending Your Kid to College
You face sequence of returns risk. Know what it is? #investing #investmentrisk
IQPORTFOLIOS.COM
The Investment Risk No One’s Ever Heard Of
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
IQPORTFOLIOS.COM
The Anatomy of an Index
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
IQPORTFOLIOS.COM
Password Protection Strategies