Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
Do you know how long it may take for your investments to double in value?
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The Rule of 72
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
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
Enlarge your perspective: understand the economic cycle and how it affects your investments.
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The Business Cycle
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
Skeletons are Scary, Markets are Not.
To find out why check out The Notable Events List - October 2020 Edition.
https://bit.ly/2SI8pKa
#economicupdate #COVIDVaccine #stockmarket
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?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
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
Have you named an executor to your estate?
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And the Executor Is
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
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
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
"As Sweet as Pumpkin Pie, Markets Push Forward."
The Notable Events List - November 2020: https://bit.ly/3nwFztF
Economic Analysis - Q3 2020: https://bit.ly/2Uyqw6a
Check out this month's publications by Joseph Tranchini, our CFA Charterholder.
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
"Hold The Line... - Notable Events List"
Follow the link to read our most recent publication of The Notable Events List: https://bit.ly/3tEJkkN
Also this month, check out our recent Q4 Economic Analysis: https://bit.ly/3p7SItE
#finance #monetary #fiscal #geopolitics #vaccines #inflation #employment
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
We founded our practice to act as your advocate with your interests in mind. Our meticulous attention to every detail and our well-coordinated approach allows you to experience confidence and security, no matter what your life looks like. http://ow.ly/FHfI50DdBec
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What We Do And How We Can Help
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
