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Doing OK
The percentage of U.S. adults who said they were at least “doing okay” financially rose steadily across all levels of education.
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The Language of Bonds
Like many subject areas, bond investing involves terminology that can be a key to understanding the subject.
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ABLE Accounts for Disability Expenses
Achieving a Better Life Experience (ABLE) accounts allow eligible individuals to save and invest money in tax-advantaged plans to pay qualified disability expenses.
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Are Your Designated Heirs Up-to-Date?
The end of the year is a time when families often gather together.
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This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. © 2018 Broadridge Investor Communication Solutions, Inc.

*Securities offered through American Portfolios Financial Services, Inc. (APFS), Member FINRA/SIPC.

APFS is not affiliated with Innovative Insurance Solutions, Ltd.