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
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
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
LIBRARY-MESSAGES.COM
Yours, Mine and Ours: Estate Strategies for Second Marriages
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
PCAMINVEST.COM
Understanding Marginal Income Tax Brackets
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
Sector investing may present an opportunity — if you do your homework. #investing
LIBRARY-MESSAGES.COM
The Utility of Sector Investing
Check out this video on taxes. #IncomeTax
PCAMINVEST.COM
The Facts About Income Tax
You’re the conductor of your 401k, IRA and taxable savings.
LIBRARY-MESSAGES.COM
Orchestrating Your Retirement Accounts
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
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
Surprises crop up every day, and they’re a great reason to work with us.
PCAMINVEST.COM
Surprises
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
LIBRARY-MESSAGES.COM
Lesser Known Provisions of the SECURE Act
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
PCAMINVEST.COM
Silver Sneakers 101