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
Concerned about the social impact of your investments?
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Investing with Your Heart
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
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
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
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
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
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
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
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Should You Invest in Exchange Traded Funds?
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
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When Does Your Personal Car Become a Commercial Vehicle?
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
How much do you know about stocks?
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How Stocks Work
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
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
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Gap Insurance for Leased Cars
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
