How prepared are you for retirement?
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The Pre-Retirement Checklist
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
When was the last time you paid yourself first?
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Pay Yourself First
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
Social host laws may make you responsible for underage drinking in your home, even if you are away.
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Teen Drinking and Your Liability
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
College, kids and costs.
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Getting a Head Start on College Savings
Don't overlook healthcare when crafting your retirement strategy.
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Healthy Body, Healthy Pocketbook
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
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
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
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?
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
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 will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
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
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
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
Is inflation factored into your investment strategy?
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TIPS for Inflation
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?
