What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
How prepared are you for retirement?
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The Pre-Retirement Checklist
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?
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
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
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
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
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Credit Score Fact: When you apply for new credit, your FICO score drops, but not by much.
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Spotting Credit Trouble
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
The financial markets will have volatile swings. Create a sound investment strategy.
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Events on Wall Street
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
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
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
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
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
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Directors and Officers Liability Insurance
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
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
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 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
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?
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
Want to leave a posthumous message to your loved ones? A letter of instruction may be the perfect tool.
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Put It in a Letter
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
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
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Medicare At 65+
How prepared are you for retirement?
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The Pre-Retirement Checklist
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
What every parent needs to know about insuring his or her #teen #driver. #insurance
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Buying Auto Insurance For Teen Drivers
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:
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Medicare Advantage Plans (Medicare Part C)
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
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
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
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?
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
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
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
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
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?
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
The truth is a little more complicated with these personal finance idioms.
STONE-FINANCIAL.COM
The Latte Lie and Other Myths
A home is the single largest financial commitment for most people. What mortgage fits you best?
STONE-FINANCIAL.COM
Choosing a Mortgage
Is inflation factored into your investment strategy?
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TIPS for Inflation
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
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?
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
When was the last time you updated your will?
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Will Power
Is inflation factored into your investment strategy?
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TIPS for Inflation
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
STONE-FINANCIAL.COM
Estate Management Checklist
Want to leave a posthumous message to your loved ones? A letter of instruction may be the perfect tool.
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Put It in a Letter
Probate can be a complex process, filled with very specific legal requirements. Something to avoid?
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Problems with Probate
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
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
When was the last time you updated your will?
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Will Power
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
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Want to leave a posthumous message to your loved ones? A letter of instruction may be the perfect tool.
STONE-FINANCIAL.COM
Put It in a Letter
Probate can be a complex process, filled with very specific legal requirements. Something to avoid?
STONE-FINANCIAL.COM
Problems with Probate
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
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
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
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
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Want to leave a posthumous message to your loved ones? A letter of instruction may be the perfect tool.
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Put It in a Letter
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
STONE-FINANCIAL.COM
To Buy or Not to Buy
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
STONE-FINANCIAL.COM
How to Make the Tax Code Work for You
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
STONE-FINANCIAL.COM
Once Upon a Goal
Here are eight mistakes to avoid when #saving #retirement.
STONE-FINANCIAL.COM
Eight Mistakes That Can Upend Your Retirement
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Tax time can be a good time to give your household budget a checkup.
STONE-FINANCIAL.COM
Budget Check Up: Tax Time Is the Right Time
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
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Jane Bond: Decoding Diversification
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
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
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Tax time can be a good time to give your household budget a checkup.
STONE-FINANCIAL.COM
Budget Check Up: Tax Time Is the Right Time
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
STONE-FINANCIAL.COM
Jane Bond: Decoding Diversification
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Many have heard they should avoid probate; do you understand what probate is and how it works?
STONE-FINANCIAL.COM
Problems with Probate
Have a kid heading off to college? Here are a few tips.
STONE-FINANCIAL.COM
A Cheat Sheet for Sending Your Kid to College
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
STONE-FINANCIAL.COM
The Financial Literacy Crisis
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
STONE-FINANCIAL.COM
Life and Death of a Twenty Dollar Bill
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
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
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Many have heard they should avoid probate; do you understand what probate is and how it works?
STONE-FINANCIAL.COM
Problems with Probate
Have a kid heading off to college? Here are a few tips.
STONE-FINANCIAL.COM
A Cheat Sheet for Sending Your Kid to College
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
STONE-FINANCIAL.COM
The Financial Literacy Crisis
