Financial Planning shouldn't be difficult or intimidating, but often times it might appear that way. We encourage you to click below and spend just 5 minutes or less to see where you stand towards your goals. It just might be the best 5 minutes you've spent.
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Do you know where you stand with your financial goals?
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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Dog Bites Neighbor. Now What?
Retirement may change your perception of investment risk.
MYSEQUOIAWEALTH.COM
Your Changing Definition of Risk in Retirement
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
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
When considering a record keeping system for your business, you need to ask yourself some very important questions
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Keeping Good Records is Good Business
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
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
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
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Second homes have unique risks and insuring them is different than a primary home.
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Insuring Your Second Home
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
