There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
You're INVITED!!! 🙌 Join us tomorrow to learn about the impact Long Term Care can have on your wealth and retirement. Details below. Simply click the link to register for this 20 minute webinar! 👊
https://register.gotowebinar.com/register/4179957689275045133?redirect=true
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
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Mortgages in Retirement
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
Work another year? It may be worthwhile. #retirement
Video on Demand: The Facts About Income Tax.
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The Facts About Income Tax
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
Is tax-loss harvesting for you? There’s a lot to consider. Contact our office if you’d like to discuss.
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
This Monthly Recap summarizes market performance, major events and news from October 2020. Read more here: https://bit.ly/384tBD7
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
The latest commentary from @CeteraIM discusses the recent market volatility due to increased speculative trading by retail investors. Click here to ready more: https://bit.ly/2NNgkH4
#volatility #markets #stocks
Getting ready for tax season? You need to know about the deductions to claim on this year's taxes. Subtract medical expenses and charitable donations from the amount you owe and pay less!
[Cetera does not provide tax advice.]
#millennials #financialterms #investment
If you tapped into your retirement account to weather the pandemic, you may have some tax issues to deal with come April 15. CNBC has the story @
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Here are tax issues to consider if you tapped retirement account to weather 2020
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
