Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data.
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Monthly Market Insights | September 2020
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
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Where Is the Market Headed?
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
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
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
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
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What Smart Investors Know
