Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
One of the challenges of financial planning, specifically retirement income planning, is the fact that the rules continuously change. Taxes laws change with each administration and the Trump tax code was no exception. By now, you're...
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The Critical Retirement Rule Change
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
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
Over ten years ago, zombie movies and TV shows sprung to life as the genre became a dominant trope in collective consciousness. Ten years later, our sweat-soaked tax dollars were spent on a tongue-in-cheek campaign at the CDC....
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Zombie Apocalypse Preparedness
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
Do you have a will? Is it updated?
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When Do You Need a Will?
What makes Stability Planning unique?
Do you know how long it may take for your investments to double in value?
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The Rule of 72
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Inventorying Your Possessions
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
Does your #insurance cover you if you get into an accident with an uninsured driver?
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Protection Against Uninsured Drivers
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
