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Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Understanding Today’s Financial Environment. The Other Sure Thing. Over time, differe...

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Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Understanding Today’s Financial Environment. The Other Sure Thing. Over time, differe...

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Home | Haskell Wealth Management | haskellwm.com Reviews

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Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Understanding Today’s Financial Environment. The Other Sure Thing. Over time, differe...

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haskellwm.com

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Estate | Haskell Wealth Management

http://www.haskellwm.com/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Here are three tips.

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Money | Haskell Wealth Management

http://www.haskellwm.com/resource-center/money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. Your Cash Flow Statement. A look inside th...

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Protecting Your Business from the Loss of a Key Person | Haskell Wealth Management

http://www.haskellwm.com/resource-center/insurance/protecting-your-business-from-the-loss-of-a-key-person

Protecting Your Business from the Loss of a Key Person. Charles de Gaulle once remarked, “The graveyards are full of indispensable men.”¹ While we know that life goes on regardless of the loss of any “indispensable” person, for a small business, the loss of a key person is not only a human tragedy, it can also represent the potential for significant financial loss. Key person insurance is a standard insurance policy that is usually owned by the business and whose premiums are paid by the business. Th...

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Jane Bond: Infiltrating the Market | Haskell Wealth Management

http://www.haskellwm.com/resource-center/investment/jane-bond-infiltrating-the-market

Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. The Junk Drawer Approach to Investing. It's easy to let investments accumulate like old receipts in a junk drawer. The New Red Scare: Chinese Ownership of U.S. Debt. China owns a portion of the total outstanding debt of the U.S. Government. What does it mean? 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. Have A Question About This Topic?

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Glossary | Haskell Wealth Management

http://www.haskellwm.com/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

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haskellwm.com

Home | Haskell Wealth Management

Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Understanding Today’s Financial Environment. The Other Sure Thing. Over time, differe...

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