Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
Probate can be a complex process, filled with very specific legal requirements. Something to avoid?
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Problems with Probate
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
Age Trend: Stay up to date on the ins and outs of when to start receiving Social Security benefits.
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When Should You Take Social Security
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
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
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
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
Video on Demand: The Facts About Income Tax.
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The Facts About Income Tax
Happy Veterans Day! Blessings!
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Happy Veterans Day from Whitetail Ranch Center
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 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
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
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
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
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
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