THU, SEP 20, 2018
Maximizing Social Security - Workshop
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
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
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
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The ABC’s of Auto Insurance
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
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
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
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?
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
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The Value of Insuring Against Life’s Risks
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
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Encore Careers: Push Your Boundaries
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Important Birthdays Over 50
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Understanding the Basics of Medigap Policies
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
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
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
The average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
SISKASSOCIATES.COM
Monthly Market Insights | January 2021
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
The average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
What do you need to know in the face of post COVID-19 volatility?
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Pullbacks, Corrections, and Bear Markets
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
Learn more about whether you need to pay estimated taxes.
SISKASSOCIATES.COM
You May Need to Make Estimated Tax Payments If…
Three tips for giving smart from the heart.
SISKASSOCIATES.COM
Charitable Giving: Smart from the Heart
How many credit cards do you have?
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Spotting Credit Trouble
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
What do you need to know in the face of post COVID-19 volatility?
SISKASSOCIATES.COM
Pullbacks, Corrections, and Bear Markets
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
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
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
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
What did it take to become the richest man in Babylon?
SISKASSOCIATES.COM
The Richest Man in Babylon
How many credit cards do you have?
SISKASSOCIATES.COM
Spotting Credit Trouble
Children with special needs may need ongoing help after theirparents are gone.
SISKASSOCIATES.COM
4 Steps to Protecting a Child with Disabilities
Lifestyle inflation can be the enemy of wealth building.
SISKASSOCIATES.COM
Keeping Up with the Joneses
As complex as the details of taxes can be, the income tax process is fairly straightforward.
SISKASSOCIATES.COM
How Income Taxes Work
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
SISKASSOCIATES.COM
To Buy or Not to Buy
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
SISKASSOCIATES.COM
Monthly Market Insights | February 2021
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
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A Look at Whole Life Insurance
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Children with special needs may need ongoing help after theirparents are gone.
SISKASSOCIATES.COM
4 Steps to Protecting a Child with Disabilities
Lifestyle inflation can be the enemy of wealth building.
SISKASSOCIATES.COM
Keeping Up with the Joneses
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
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Ways to Supplement Your Medicare Coverage
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
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Jane Bond: Decoding Diversification
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
SISKASSOCIATES.COM
A Look at Whole Life Insurance
How do you find care for your special-needs child?
SISKASSOCIATES.COM
Tips for Finding Care for Your Disabled Child
Attention Estate Executors: Do you know about the Alternate Valuation Date?
SISKASSOCIATES.COM
Understanding the Alternate Valuation Date
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
SISKASSOCIATES.COM
Monthly Market Insights | March 2021
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
SISKASSOCIATES.COM
Financial Aid for Students 101
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
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Ways to Supplement Your Medicare Coverage
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
Every day for the next 15 years, the U.S. Census Bureau expects 10,000 baby boomers to turn age 65.
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9 Facts About Retirement
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
SISKASSOCIATES.COM
Monthly Market Insights | March 2021
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
SISKASSOCIATES.COM
Financial Aid for Students 101
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
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Understanding Homeowner’s Insurance
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
$100 not spent is more like $143. Intrigued? #taxes #saving
SISKASSOCIATES.COM
Stop Wasting Money
Every day for the next 15 years, the U.S. Census Bureau expects 10,000 baby boomers to turn age 65.
SISKASSOCIATES.COM
9 Facts About Retirement
There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:
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Risk Tolerance: What’s Your Style?
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
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
SISKASSOCIATES.COM
Understanding Homeowner’s Insurance
Do you know the difference between a global mutual fund and an international mutual fund?
SISKASSOCIATES.COM
Global and International Funds
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
SISKASSOCIATES.COM
The SECURE Act
Learn more about whether you need to pay estimated taxes.
SISKASSOCIATES.COM
You May Need to Make Estimated Tax Payments If…
Buying a home may be your largest financial commitment. Which loan is best for your situation?
SISKASSOCIATES.COM
Fixed or Variable Mortgage, Which Should You Pick?
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
SISKASSOCIATES.COM
The Value of Insuring Against Life’s Risks
There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:
SISKASSOCIATES.COM
Risk Tolerance: What’s Your Style?
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
SISKASSOCIATES.COM
Rightsizing for Retirement
