Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
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
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
Don't procrastinate: pursue your financial goals by creating a long-term strategy.
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The Cost of Procrastination
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
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
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
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
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Your #insurance needs don’t stay the same when the nest empties, but what changes?
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Insurance Needs Assessment: For Empty Nesters and Retirees
Learn how #insurance #deductibles work, and how they can help you save money.
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How Insurance Deductibles Work
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
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
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
The average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
