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Financial literacy - An epic fail in America
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U.S. ranks only slightly higher than Botswana in adult financial literacy
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Outline - IYM Week 1 - Quiz Questions - Peter Kote - Fall 2020
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“IYM Week 1 – Quiz Questions” by Peter Kote
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Outline - IYM Week 1 - Income Taxes- Peter Kote - Fall 2020
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“Income Taxes” by Peter Kote
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ASK FIRST Form - Peter Kote
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2020: ASK First Form filled out by Peter Kote.
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80% of older workers financially illiterate - Survey
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The results show retirement will be an uncertain time for many, according to The American College of Financial Services
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Defining Fee-Only And Proper Use Of Compensation Labels Under CFP Board’s New Standards Of Conduct
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Defining Fee-Only for CFP – Extensive Review by Michael Kitces
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Planning for Beneficiaries With Mental Illness or Addiction
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Practitioners must know the right questions to ask.
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Long-term care a big question in pandemic
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COVID-19 has highlighted the necessity of planning for care in old age, and advisers are increasingly recommending ‘hybrid’ annuity or life insurance products
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Outline - IYM Week 7 - Fixed Income - Investing in Bonds - Kurt Beimfohr - 2020
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“Fixed Income Investing” by Kurt Beimfohr
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Outline - IYM Week 6 - Equity Investing - Investing in Stocks - Laura Tarbox - 2020
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“Equity Investing” by Laura Tarbox
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