Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
1-877-2RETIRE.COM
Six Most Overlooked Tax Deductions
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
1-877-2RETIRE.COM
Do You Owe The AMT?
Many have heard they should avoid probate; do you understand what probate is and how it works?
1-877-2RETIRE.COM
Problems with Probate
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
1-877-2RETIRE.COM
What If You Get Audited?
There are four basic steps to calculating the value of an estate.
1-877-2RETIRE.COM
Four Steps to Valuing an Estate
How literate are you when it comes to your finances? Brush up with these five basics.
1-877-2RETIRE.COM
The Five Basics of Financial Literacy
Do you have a will? Is it updated?
1-877-2RETIRE.COM
When Do You Need a Will?
Consider a bucket plan to go with your bucket list.
1-877-2RETIRE.COM
A Bucket Plan to Go with Your Bucket List
Developing a retirement strategy? It's critical to know the differences between investment types.
1-877-2RETIRE.COM
Traditional vs. Roth IRA
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
1-877-2RETIRE.COM
Monthly Market Insights | October 2020
Wall Street has a lot of cliches. How many do you know?
#WallStreet
1-877-2RETIRE.COM
16 Wall Street Cliches in 60 Seconds
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
1-877-2RETIRE.COM
When Heirs are Imperfect
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
1-877-2RETIRE.COM
Tax Rules When Selling Your Home
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
1-877-2RETIRE.COM
How to Read Your Credit Report
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
1-877-2RETIRE.COM
Red Flags for Tax Auditors
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
1-877-2RETIRE.COM
Immediate vs. Deferred Annuities
M0 is the total of all physical currency worldwide. What’s it look like?
1-877-2RETIRE.COM
How Big is Money?
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
1-877-2RETIRE.COM
What is the Value of Your Business?
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
1-877-2RETIRE.COM
Data Thieves from Outer Space
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
1-877-2RETIRE.COM
Monthly Market Insights | November 2020
Here are a few key factors to consider when naming an executor for your estate.
1-877-2RETIRE.COM
And the Executor Is
Children with special needs may need ongoing help after theirparents are gone.
1-877-2RETIRE.COM
4 Steps to Protecting a Child with Disabilities
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
1-877-2RETIRE.COM
The Value of Insuring Against Life’s Risks
As complex as the details of taxes can be, the income tax process is fairly straightforward.
1-877-2RETIRE.COM
How Income Taxes Work
Three important questions to consider before you start taking #SocialSecurity.
1-877-2RETIRE.COM
Three Key Questions to Answer Before Taking Social Security
Check out this video on taxes. #IncomeTax
1-877-2RETIRE.COM
The Facts About Income Tax
Are you ready for school—again?
1-877-2RETIRE.COM
Estimating the Cost of College
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
1-877-2RETIRE.COM
Is Term Life Insurance for You?
Retirement may change your perception of investment risk.
1-877-2RETIRE.COM
Your Changing Definition of Risk in Retirement
Take the time to think about these three things when shopping for your next vehicle.
1-877-2RETIRE.COM
Consider These 3 Things Before Driving Off the Lot
Surprises crop up every day, and they’re a great reason to work with us.
1-877-2RETIRE.COM
Surprises
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
1-877-2RETIRE.COM
Tax Rules When Selling Your Home
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
1-877-2RETIRE.COM
Do You Owe The AMT?
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
1-877-2RETIRE.COM
Monthly Market Insights | December 2020
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
1-877-2RETIRE.COM
Healthy Body, Healthy Pocketbook
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
1-877-2RETIRE.COM
To Buy or Not to Buy
How much is enough for your emergency fund?
1-877-2RETIRE.COM
Your Emergency Fund: How Much Is Enough?
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
1-877-2RETIRE.COM
Creative Ways to Motivate Your Employees
With increasing wealth comes unique financial challenges.
1-877-2RETIRE.COM
Investment Challenges of the Affluent Investor
Some simple, inexpensive energy-saving tips that may help you save money.
1-877-2RETIRE.COM
A Penny Saved is Two Pennies Earned
Have a kid heading off to college? Here are a few tips.
1-877-2RETIRE.COM
A Cheat Sheet for Sending Your Kid to College
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
1-877-2RETIRE.COM
Emerging Market Opportunities
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
1-877-2RETIRE.COM
A Taxing Story: Capital Gains and Losses
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
1-877-2RETIRE.COM
Estate Management Checklist
There are four basic steps to calculating the value of an estate.
1-877-2RETIRE.COM
Four Steps to Valuing an Estate
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
1-877-2RETIRE.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
1-877-2RETIRE.COM
Buying vs. Leasing a Car
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
1-877-2RETIRE.COM
Social Security: By the Numbers
Does your #insurance cover you if you get into an accident with an uninsured driver?
1-877-2RETIRE.COM
Protection Against Uninsured Drivers
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
1-877-2RETIRE.COM
Monthly Market Insights | January 2021
Even low inflation rates can impact your retirement outlook over time.
1-877-2RETIRE.COM
Inflation - Back to the Future
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
1-877-2RETIRE.COM
The Financial Literacy Crisis
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
1-877-2RETIRE.COM
Personal Finance Tips for Military Families
Long-term care: three words many people hope they'll never need.
1-877-2RETIRE.COM
Understanding Long-Term Care
Even low inflation rates can impact your retirement outlook over time.
1-877-2RETIRE.COM
Inflation - Back to the Future
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
1-877-2RETIRE.COM
The Financial Literacy Crisis
Never get stuck with the check again after watching this.
1-877-2RETIRE.COM
No Cash, No Checks, No Problem
Many have heard they should avoid probate; do you understand what probate is and how it works?
1-877-2RETIRE.COM
Problems with Probate
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
1-877-2RETIRE.COM
How Women Can Prepare For Retirement
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
1-877-2RETIRE.COM
Personal Finance Tips for Military Families
Long-term care: three words many people hope they'll never need.
1-877-2RETIRE.COM
Understanding Long-Term Care
Retirement may change your perception of investment risk.
1-877-2RETIRE.COM
Your Changing Definition of Risk in Retirement
When the rules of the game change, tactics should follow in response to the new landscape.
1-877-2RETIRE.COM
Revising Estate Strategy Assumptions
Never get stuck with the check again after watching this.
1-877-2RETIRE.COM
No Cash, No Checks, No Problem
Many have heard they should avoid probate; do you understand what probate is and how it works?
1-877-2RETIRE.COM
Problems with Probate
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
1-877-2RETIRE.COM
How Women Can Prepare For Retirement
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
1-877-2RETIRE.COM
Personal Finance Tips for Military Families
Have you heard these three common misconceptions about #SocialSecurity?
1-877-2RETIRE.COM
Don't Buy The Hype
In the world of finance, the effects of the "confidence gap" can be especially apparent.
1-877-2RETIRE.COM
Bridging the Confidence Gap
There are many factors to consider before tapping retirement money to pay for college.
1-877-2RETIRE.COM
Should You Tap Retirement Savings to Fund College?
Retirement may change your perception of investment risk.
1-877-2RETIRE.COM
Your Changing Definition of Risk in Retirement
When the rules of the game change, tactics should follow in response to the new landscape.
1-877-2RETIRE.COM
Revising Estate Strategy Assumptions
Never get stuck with the check again after watching this.
1-877-2RETIRE.COM
No Cash, No Checks, No Problem
Learn the language of life insurance.
1-877-2RETIRE.COM
Term vs. Permanent Life Insurance
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
1-877-2RETIRE.COM
Monthly Market Insights | February 2021
An ILIT could play a role in your estate strategy.
1-877-2RETIRE.COM
A Primer on Irrevocable Life Insurance Trusts
Have you heard these three common misconceptions about #SocialSecurity?
1-877-2RETIRE.COM
Don't Buy The Hype
In the world of finance, the effects of the "confidence gap" can be especially apparent.
1-877-2RETIRE.COM
Bridging the Confidence Gap
There are many factors to consider before tapping retirement money to pay for college.
1-877-2RETIRE.COM
Should You Tap Retirement Savings to Fund College?
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
1-877-2RETIRE.COM
Medicare vs. Medicaid
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
1-877-2RETIRE.COM
Events on Wall Street
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
1-877-2RETIRE.COM
A Home Insurance Claim: To File Or Not To File
Learn the language of life insurance.
1-877-2RETIRE.COM
Term vs. Permanent Life Insurance
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
1-877-2RETIRE.COM
Monthly Market Insights | February 2021
An ILIT could play a role in your estate strategy.
1-877-2RETIRE.COM
A Primer on Irrevocable Life Insurance Trusts
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
1-877-2RETIRE.COM
Social Security: The Elephant in the Room
Lifestyle inflation can be the enemy of wealth building.
1-877-2RETIRE.COM
Keeping Up with the Joneses
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
1-877-2RETIRE.COM
Medicare vs. Medicaid
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
1-877-2RETIRE.COM
Events on Wall Street
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
1-877-2RETIRE.COM
A Home Insurance Claim: To File Or Not To File
Learn the language of life insurance.
1-877-2RETIRE.COM
Term vs. Permanent Life Insurance
Surprises crop up every day, and they’re a great reason to work with us.
1-877-2RETIRE.COM
Surprises
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
1-877-2RETIRE.COM
Rightsizing for Retirement
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
1-877-2RETIRE.COM
Healthy Body, Healthy Pocketbook
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
1-877-2RETIRE.COM
Social Security: The Elephant in the Room
Lifestyle inflation can be the enemy of wealth building.
1-877-2RETIRE.COM
Keeping Up with the Joneses
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
1-877-2RETIRE.COM
Medicare vs. Medicaid
Surprises crop up every day, and they’re a great reason to work with us.
1-877-2RETIRE.COM
Surprises
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
1-877-2RETIRE.COM
Rightsizing for Retirement
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
1-877-2RETIRE.COM
Healthy Body, Healthy Pocketbook
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
1-877-2RETIRE.COM
Social Security: The Elephant in the Room
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
1-877-2RETIRE.COM
The ABC’s of Auto Insurance
Business owners should consider a succession plan sooner rather than later.
1-877-2RETIRE.COM
Succeeding at Business Succession
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
1-877-2RETIRE.COM
Monthly Market Insights | March 2021
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
1-877-2RETIRE.COM
Life and Death of a Twenty Dollar Bill
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
1-877-2RETIRE.COM
To Buy or Not to Buy
Never get stuck with the check again after watching this.
1-877-2RETIRE.COM
No Cash, No Checks, No Problem
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
1-877-2RETIRE.COM
Yours, Mine, and Ours: Estate Strategies for Second Marriages
You can help ensure that losing your wallet doesn't turn into something bigger.
1-877-2RETIRE.COM
What to Do When You Lose Your Wallet
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
1-877-2RETIRE.COM
The ABC’s of Auto Insurance
Business owners should consider a succession plan sooner rather than later.
1-877-2RETIRE.COM
Succeeding at Business Succession
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
1-877-2RETIRE.COM
Monthly Market Insights | March 2021
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
1-877-2RETIRE.COM
Life and Death of a Twenty Dollar Bill
