
Triplett-Westendorf Interviews
Be a Millionaire Day
Widow’s Penalty WOI
Recession Fears WOI
Last-Minute Tax Tips
Gen Z & Financial Stress WOI
Social Security WOI
Couples & Money WOI
Financial Resolution Reboot WOI
New Year. New Rules WOI
Year-End Taxes WOI
Charitable Giving WOI
Holiday Conversations WOI
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Interest Rates WOI
Secure Act 2.0 WOI
World Financial Planning Day WOI
Life Insurance Month WOI
Living Paycheck to Paycheck WOI
State Fair Budgeting WOI
Inflation WOI
Planning for Holiday Shopping in July WOI
Bear Market Money Moves
Un-retirement
Recession WOI
Investing Amidst Inflation WHO
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Saving for College
Credit Scores, WOI
Russia Ukraine & Market Volatility, WOI
Bad Social Media Financial Advice, WOI
Interest Rates WOI
Tax Changes, WOI
Financial Aid Awareness Month, Student Loans, WOI
Inflation 2022 – WOI
Christmas Movie Lessons 2021 – WHO
Student Loan Pause, WHO
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Charitable Giving – WOI-DT
WOI-DT – Work from Home
WOI-DT – Sandwich Generation
WOI-DT – Medicare Open Enrollment
WOI-DT – Early Holiday Shopping
Bond Alternatives
Sequence of Returns Risk *
WOI-DT – Delta Variant Money Questions
WOI – Summer Vacation Season Kicks Off
WOI-DT – COVID-19 & Kids Moving Home
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KCCI – Third Stimulus Bill
WOI-DT – Mid-Year Money Moves
WHO – Financial Literacy Month
KCCI – Where Is My Stimulus Check
WOI – Sales Tax Holiday
WOI – Inflation Concerns
KCCI – COVID-19 Vaccine Stimulus
WHO – Second Stimulus Bill Approved
KIMT – Small Business Stimulus Update
Interest Rates WOI
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* Your financial professional will receive compensation for the sale of insurance products to you and, therefore, a conflict of interest exists since they have a financial incentive to recommend insurance products based on the receipt of such compensation.
* The tax and legal information contained in this presentation is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
* The likelihood of various investment outcomes is hypothetical. These possible outcomes do not represent actual investment results. Past performance is no guarantee of future success. There is no guarantee or assurance that the projected or simulated results will be achieved or sustained. Actual results may be better or worse than the simulated scenarios.
* All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions, may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will either be suitable or profitable for a client’s portfolio. Historical performance results for investment indices and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment advisory fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that the portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.