Resources

Retirement

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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Perception vs. Reality

Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Leaving Your Lasting Legacy

Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
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Investments & Money

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
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What Is My Current Cash Flow?

What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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The Latte Lie and Other Myths

The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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Estate

Taxes

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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What Do Your Taxes Pay For?

What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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