Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
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TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates to increase, TIPS could be worth considering.
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Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
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How to Keep Your Retirement Savings Working for You
Preservation is about function, not just figures. Plan for retirement amid economic uncertainty to limit stress.
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Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
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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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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
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How Stocks Work
Understanding how a stock works is key to understanding your investments.
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Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
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Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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