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What to Do If Your Term Life Insurance Policy Is About to Expire

Submitted by Madison Planning Group on August 23rd, 2018

What to Do If Your Term Life Insurance Policy Is About to Expire

One advantage of term life insurance is that it is generally the most cost-effective way to achieve the maximum life insurance protection you can afford.

Tags:
  • Insurance
  • Life Insurance
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Market Month: July 2018

Submitted by Madison Planning Group on August 1st, 2018

The Markets (as of market close July 31, 2018)

Favorable economic indicators and encouraging corporate earnings reports helped propel stocks forward in July. Market growth has come despite trade wars between the United States and other trade partners, particularly China.

Tags:
  • Economy
  • Market
  • Stock Market
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Pain at the Pump: Why Does It Cost More to Fill Your Tank?

Submitted by Madison Planning Group on July 17th, 2018

Pain at the Pump: Why Does It Cost More to Fill Your Tank?

The Memorial Day weekend is the beginning of the summer driving season, and — not coincidentally — often a high point in the annual ups and downs of gas prices. This year, almost 37 million drivers hit the road and faced the highest fuel costs since 2014.

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Tax Benefits of Homeownership After Tax Reform

Submitted by Madison Planning Group on July 17th, 2018

Tax Benefits of Homeownership After Tax Reform

Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership more affordable. There may also be tax benefits under state law.

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Have You Made Any of These Financial Mistakes?

Submitted by Madison Planning Group on July 17th, 2018

Have You Made Any of These Financial Mistakes?

As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes?

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Best Tax Friendly Places to Live for Retirees

Submitted by Madison Planning Group on July 10th, 2018

If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes numerous taxes on social security, pensions, and other retirement income.

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First Time Investing for 20-Somethings

Submitted by Madison Planning Group on July 10th, 2018

For many early 20-somethings that are freshly graduated and are now facing credit card and loan bills, the last thing on their mind is investments. Your new job can just about cover rent and groceries but the limitless pocket money of your youth is now a distant memory.

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Quarterly Market Review: April-June 2018

Submitted by Madison Planning Group on July 2nd, 2018

The Markets (as of market close June 29, 2018)

The second quarter of the year can be called a lot of things, but boring isn't one of them. The potential for a trade war between the United States and China heated up in April as China responded to the threat of U.S. tariffs on Chinese imports by warning of the same magnitude of tariffs on American exports.

Tags:
  • #Market #StockMarket #Economy
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I received a large refund on my tax return this year. Should I adjust my withholding?

Submitted by Madison Planning Group on June 25th, 2018

I received a large refund on my tax return this year. Should I adjust my withholding?

You must have been pleasantly surprised to find out you'd be getting a refund from the IRS — especially if it was a large sum. And while you may have considered this type of windfall a stroke of good fortune, is it really?

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Quiz: Financial Facts That Might Surprise You

Submitted by Madison Planning Group on June 25th, 2018

Quiz: Financial Facts That Might Surprise You

If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.


Questions

1. The first organized stock market in New York was founded on Wall Street under what kind of tree?

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Securities and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC. Additional advisory services offered through Madison Advisory Services, Inc. Insurance services offered through Madison Planning Group. Royal Alliance Associates, Inc. is not affiliated with either entity. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IL, KS, LA, MA, MD, MN, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
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