Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
With high equity valuations, low bond yields, a looming election and flu season starting, we could see more volatility in Q4. @ceteraIM's Q4 #Outlook explains: https://bit.ly/340JBlQ
Checking off those line items of monthly bills you are paying? Make sure when using a budget one line item is to pay yourself by putting money into savings before you review funds you have for extra expenses.
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
When reviewing your finances: Be Gentle with Yourself!
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Dear strict budgeters- don’t be afraid to throw in a YOLO every once in a while. Think of budgeting a little like a diet. You can be on track most of the time and throw in a little ice cream sundae every once in a while without ruining all your hard work. The rewarding part of being dedicated to a financial plan is treating yourself every once in a while. If you over spend here or there, be gentle with yourself. Your budget is a guideline.
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
It may seem like a good idea to close credit card accounts you no longer use to avoid annual fees or if you're not using rewards during the pandemic, but this may have an adverse impact on your credit. Read the latest issue of Retire Wise for more: http://bit.ly/retirewise-oct2020
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
JORDANWM.COM
How to Make the Tax Code Work for You
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
Attention Estate Executors: Do you know about the Alternate Valuation Date?
JORDANWM.COM
Understanding the Alternate Valuation Date
Volatility is a statistical measure of the dispersion of returns for a given security or market index.
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In most cases, the higher the volatility, the riskier the security. Volatility is often measured as either the standard deviation or variance between returns from that same security or market index.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
#Markets have their worst day in a month on #Covid concerns, #stimulus plan pessimism, and #election2020 uncertainty. Please check out this latest commentary: https://bit.ly/34tPNnW #economy #stockmarket
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
JORDANWM.COM
Six Most Overlooked Tax Deductions
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
JORDANWM.COM
Rightsizing for Retirement
There are four basic steps to calculating the value of an estate.
JORDANWM.COM
Four Steps to Valuing an Estate
It’s that time of year, where we focus on giving... giving to each other and giving to charity. A plan for charitable donations can help you maximize your impact. Reach out to us for help putting that plan together. ☎️ 📧
Attention Estate Executors: Do you know about the Alternate Valuation Date?
JORDANWM.COM
Understanding the Alternate Valuation Date
The average college senior graduates with credit card debt. How will your kids manage money?
JORDANWM.COM
Do Your Kids Know The Value of a Silver Spoon?
Whether you’re taking out a loan or opening a new savings account, compound interest is a term you should know. It’s the interest owed based on the principal amount and how often the interest is applied. #finance #financialterms #investment
It’s Super Bowl week!
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Americans are expected to eat 1.4B chicken wings on Super Bowl Sunday!
We are a full month into 2021! How are your New Years resolutions holding?
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Were finances a part of your resolution for this year?
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Book an initial, no cost consultation and let us help you get organized.
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’re closer to the next age than the last.
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When you are older, “and-a-half” birthdays start making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are cricut all to understand because they have implications regarding your retirement income.
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Keep reading https://www.jordanwm.com/resource-center/retirement/important-birthdays-over50
Wondering how your household budget compares with your neighbors? Compare your stats here ➡️ https://www.jordanwm.com/resource-center/money/the-average-american-budget
