A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
Have you heard these three common misconceptions about #SocialSecurity?
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Don't Buy The Hype
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
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
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
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Does your business have a retirement strategy that fits your short, long-term needs?
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Choosing a Retirement Plan that Fits Your Business
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
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
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
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
College Countdown: A parent’s guide on how to prepare during high school.
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Countdown to College
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
How are your tax dollars spent?
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What Do Your Taxes Pay For?
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Eating away at your dollar: over time, inflation can erode purchasing power. Are you concerned?
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Inflation & Your Money
When people find out my profession, I often get asked the question, “How do I know if I need a Financial Advisor?” To be fair, no one needs an advisor like we need food or water, but some people certainly benefit much more...
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Do I Need a Financial Advisor? Ask These 4 Questions
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Gardening is my favorite hobby and certainly the most rewarding. Walking around the yard hearing the hum of the bees and seeing the butterflies fly never fails to give me a sense of calm. But I’ve learned gardening is no bed of...
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3 Lesson from the Garden for 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
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
How much do you know about stocks?
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How Stocks Work
The Tip of the Iceberg Nature is the best teacher. A lesson I've learned many times over, most recently when my wife and I bought our house almost five years ago. The yard was a bit worse for wear, so I set about trying to impose order...
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It's All Connected
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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Dog Bites Neighbor. Now What?
