What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
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?
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
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
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
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
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
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?
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
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
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What Smart Investors Know
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
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
