If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
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
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
Do you understand the tax rules associated with deducting mortgage interest? Worth investigating.
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Home Mortgage Deduction
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
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
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
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
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Compound interest can dramatically impact the future growth of your assets. Learn more.
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How Compound Interest Works
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
Do you have a will? Is it updated?
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When Do You Need a Will?
College, kids and costs.
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Getting a Head Start on College Savings
What is a deductible? Glad you asked. Let us break it down for you.
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What is a Deductible?
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
College, kids and costs.
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Getting a Head Start on College Savings
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
College, kids and costs.
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Getting a Head Start on College Savings
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
