Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
How many credit cards do you have?
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Spotting Credit Trouble
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
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
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
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
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
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
