What should you look for in a personal finance app?
ADVANCEDPORTFOLIOS.COM
What to Look for in Personal Finance Apps
The Great Spending Balance Whitepaper
#savingforthefuture #retirement #livingbalance
https://www.advancedportfolios.com/the-great-spending-balance-whitepaper
ADVANCEDPORTFOLIOS.COM
The Great Spending Balance Whitepaper | Advanced Portfolio Strategies
"What goes best with a cup of coffee? Another cup."
- Henry Rollins
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
ADVANCEDPORTFOLIOS.COM
What Is a 1035 Exchange?
Not sure if it’s time to provide your employees with health benefits?
Well, here's 5 signs it might be time!
Sign 1️⃣: Your workforce is growing fast
Sign 2️⃣: You are looking for top talent in the market
Sign 3️⃣: You want to retain your workforce
Sign 4️⃣: You want to boost your employee wellness and productivity
Sign 5️⃣: You're looking for tax breaks
THINKFINANCE.IO
5 Signs It's Time to Offer Health Insurance to Your Employees
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
ADVANCEDPORTFOLIOS.COM
18 Years’ Worth of Days
A #homewarranty may make sense, but you need to set proper expectations.
ADVANCEDPORTFOLIOS.COM
Making Sense Of A Home Warranty
When business is booming, it can be hard to see the warning signs of trouble ahead.
But with around half of all small businesses failing within the first 5 years, you can’t afford to ignore any indications of a cash flow crisis.
THINKFINANCE.IO
5 Signs Your Business May Experience a Cash Flow Crisis
6 Important Financial Strategies for Your 20s and 30s Whitepaper
#retirement #financialplanning
https://www.advancedportfolios.com/6-important-financial-strategies-for-your-20s-and-30s-whitepaper
ADVANCEDPORTFOLIOS.COM
6 Important Financial Strategies for Your 20s and 30s Whitepaper | Advanced Portfolio Strategies
Find out whether you are insurable before implementing a strategy using life insurance.
ADVANCEDPORTFOLIOS.COM
Universal Life Insurance
"It's difficult to say what is impossible, for the dream of yesterday is the hope of today and the reality of tomorrow."
- Robert H. Goddard
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
ADVANCEDPORTFOLIOS.COM
Monthly Market Insights | October 2020
As a small business owner, every minute you spend on your books is a minute you aren't growing your business.
Hiring an outside bookkeeper can help business owners scale their business and focus on core operations.
Wondering if this is the right decision for you? Here are 5 reasons it may just be the best thing you can do for your business this year.
THINKFINANCE.IO
Top 5 Reasons to Outsource a Bookkeeper for Your Small Business
Periodic withdrawals in retirement may not be such a good idea.
ADVANCEDPORTFOLIOS.COM
Systematic Withdrawals in Retirement
How do you find care for your special-needs child?
ADVANCEDPORTFOLIOS.COM
Tips for Finding Care for Your Disabled Child
Your employees are unique - meaning they all have different hobbies, interests and forms of self-care.
So why should their benefits all look the same?
Consider switching up how you help employees relax and unwind by offering lifestyle spending accounts instead.
THINKFINANCE.IO
Want to Offer Your Employees Added Perks? Consider Lifestyle Spending Accounts
A DNA test — or Detailed Needs Analysis, can give you a better idea how to protect your family in the event that you should pass away unexpectedly.
Check out the details from the link below:
https://www.advancedportfolios.com/resource-center/insurance/your-dna-test?utm_campaign=Your+DNA+Test&utm_medium=email&utm_source=contacts:all&utm_content=video+image+link&utm_term=OCT+2020&cmid=36590c87-deaa-415c-b458-bd1845e4199e
ADVANCEDPORTFOLIOS.COM
Home | Advanced Portfolio Strategies
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
ADVANCEDPORTFOLIOS.COM
Six Most Overlooked Tax Deductions
"It is always the simple that produces the marvelous."
- Amelia Barr
As complex as the details of taxes can be, the income tax process is fairly straightforward.
ADVANCEDPORTFOLIOS.COM
How Income Taxes Work
A DNA test — or Detailed Needs Analysis, can give you a better idea how to protect your family in the event that you should pass away unexpectedly.
https://www.advancedportfolios.com/resource-center/insurance/your-dna-test?utm_campaign=Your+DNA+Test&utm_medium=email&utm_source=contacts:all&utm_content=video+image+link&utm_term=OCT+2020&cmid=36590c87-deaa-415c-b458-bd1845e4199e
ADVANCEDPORTFOLIOS.COM
Your DNA Test
Any seasoned business owner knows being your own boss is easier said than done.
And while having the $$$ to make it as a self-employed individual is #1 on our list, we’ve got 5 more truths anyone thinking about self-employment should hear.
THINKFINANCE.IO
6 Financial Truths About Self Employment
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
ADVANCEDPORTFOLIOS.COM
How to Read Your Credit Report
"Getting people to like you is merely the other side of liking them."
- Norman Vincent Peale
Considering crowdfunding? Take time to do the research first. #Crowdfunding
ADVANCEDPORTFOLIOS.COM
Crowdfunding—Capital for the 21st Century
Three important questions to consider before you start taking #SocialSecurity.
ADVANCEDPORTFOLIOS.COM
Three Key Questions to Answer Before Taking Social Security
Thinking of selling your business soon?
We’ve made it easy for business owners to find the right valuation method when determining how much to sell for.
Here is a quick comparison of the most common valuation methods used by businesses today.
THINKFINANCE.IO
Selling a Business? 3 Common Valuation Methods to Determine Worth
Do global and international mutual funds complement or conflict with each other?
ADVANCEDPORTFOLIOS.COM
Global vs. International: What’s The Difference?
If you’re 55 or over, your #retirement may be more uncertain than ever before. Despite that more people than ever are retiring early in the face of an ongoing #pandemic, an uncertain #economy, and record low-interest rates.
FORBES.COM
The Most Dangerous Age For Retirement
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
ADVANCEDPORTFOLIOS.COM
Healthy Body, Healthy Pocketbook
You've allocated your assets; you just may not realize it yet. #AssetAllocation
ADVANCEDPORTFOLIOS.COM
Asset Allocation
"Nothing in life is to be feared. It is only to be understood."
- Marie Curie
How will your investments weather the ups and downs of the business cycle?
ADVANCEDPORTFOLIOS.COM
The Business Cycle
Home of the free because of the brave. Thank you to all veterans (past, present, and future) for your service.
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
ADVANCEDPORTFOLIOS.COM
Yours, Mine and Ours: Estate Strategies for Second Marriages
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.
ADVANCEDPORTFOLIOS.COM
Monthly Market Insights | November 2020
Have you reviewed your estate documents this year? If you have a blended family, your estate strategy may need to be updated.
Read more here >>>
https://www.advancedportfolios.com/campaigns/primer
ADVANCEDPORTFOLIOS.COM
3 Estate Challenges for Blended Families
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
ADVANCEDPORTFOLIOS.COM
Understanding Marginal Income Tax Brackets
"The most beautiful discovery true friends make is that they can grow separately without growing apart."
- Elizabeth Foley
Do you have any idea how much money you should have saved right now? Without a #FinancialAdviser, it’s hard to really know where you should be at this stage in life—especially because dealing with money seems to get more stressful the older, we get.
WOMANSWORLD.COM
You Should Have This Much Money By 50 — Here’s How To Get There
The average college senior graduates with credit card debt. How will your kids manage money?
ADVANCEDPORTFOLIOS.COM
Do Your Kids Know The Value of a Silver Spoon?
Navigating Divorce Whitepaper
https://www.advancedportfolios.com/navigating-divorce-whitepaper
ADVANCEDPORTFOLIOS.COM
Navigating Divorce Whitepaper | Advanced Portfolio Strategies
$100 not spent is more like $143. Intrigued? #taxes #saving
ADVANCEDPORTFOLIOS.COM
Stop Wasting Money
From Plymouth to the present, Thanksgiving has always been about connection. But this year, staying connected may mean more than ever. Join us as we give thanks for these moments of connection that bring us together, even when we’re apart.
https://www.advancedportfolios.com/campaigns/holiday
ADVANCEDPORTFOLIOS.COM
Thanksgiving Connections
Have a kid heading off to college? Here are a few tips.
ADVANCEDPORTFOLIOS.COM
A Cheat Sheet for Sending Your Kid to College
Children with special needs may need ongoing help after theirparents are gone.
ADVANCEDPORTFOLIOS.COM
4 Steps to Protecting a Child with Disabilities
"The need for mystery is greater than the need for an answer."
- Ken Kesey
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
ADVANCEDPORTFOLIOS.COM
What If You Get Audited?
Some companies are turning health insurance shopping over to their employees, but they aren’t leaving them without resources. They’re sending employees to individual markets to find coverage and then reimbursing them, at least partially, for the cost.
STLTODAY.COM
Employers ask workers to shop for health coverage
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
ADVANCEDPORTFOLIOS.COM
How to Appeal Your Property Taxes
Being healthy may help your personal finances.
ADVANCEDPORTFOLIOS.COM
Putting a Price Tag On Your Health
Earnings season can move markets. Find out why.
ADVANCEDPORTFOLIOS.COM
Earnings for All Seasons
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
ADVANCEDPORTFOLIOS.COM
Monthly Market Insights | December 2020
How many credit cards do you have?
ADVANCEDPORTFOLIOS.COM
Spotting Credit Trouble
Lifestyle inflation can be the enemy of wealth building.
ADVANCEDPORTFOLIOS.COM
Keeping Up with the Joneses
When was the last time you checked your credit score? #CreditScore
ADVANCEDPORTFOLIOS.COM
How Does Your Credit Score Compare?
Being healthy may help your personal finances.
ADVANCEDPORTFOLIOS.COM
Putting a Price Tag On Your Health
Earnings season can move markets. Find out why.
ADVANCEDPORTFOLIOS.COM
Earnings for All Seasons
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
ADVANCEDPORTFOLIOS.COM
Monthly Market Insights | December 2020
How many credit cards do you have?
ADVANCEDPORTFOLIOS.COM
Spotting Credit Trouble
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.
ADVANCEDPORTFOLIOS.COM
Do You Owe The AMT?
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
ADVANCEDPORTFOLIOS.COM
Inflation & Your Money
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
ADVANCEDPORTFOLIOS.COM
Avoiding Cognitive Decline
Lifestyle inflation can be the enemy of wealth building.
ADVANCEDPORTFOLIOS.COM
Keeping Up with the Joneses
When was the last time you checked your credit score? #CreditScore
ADVANCEDPORTFOLIOS.COM
How Does Your Credit Score Compare?
Never get stuck with the check again after watching this.
ADVANCEDPORTFOLIOS.COM
No Cash, No Checks, No Problem
#TheHouse and #Senate passed a $900 billion #CoronavirusReliefBill and a $1.4 trillion government funding measure Monday night after months of gridlock on #CapitolHill.
AXIOS.COM
Congress passes massive coronavirus relief and government spending package
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
ADVANCEDPORTFOLIOS.COM
Data Thieves from Outer Space
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.
ADVANCEDPORTFOLIOS.COM
Do You Owe The AMT?
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
ADVANCEDPORTFOLIOS.COM
Inflation & Your Money
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
ADVANCEDPORTFOLIOS.COM
Breaking Down the Parts of Medicare
What do you hope to do in 2021? Whatever your plans for the new year, we wish you the best for a successful, joyful year.
https://www.advancedportfolios.com/campaigns/holiday
ADVANCEDPORTFOLIOS.COM
Happy New Year 2021
"Kindness is like snow, it beautifies everything it covers."
- Kahlil Gibran
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
ADVANCEDPORTFOLIOS.COM
What You Should Do About Insurance Following a Divorce
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
ADVANCEDPORTFOLIOS.COM
Tax Rules When Selling Your Home
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
ADVANCEDPORTFOLIOS.COM
Monthly Market Insights | January 2021
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
ADVANCEDPORTFOLIOS.COM
Inflation and Your Portfolio
"To succeed in life, you need three things: a wishbone, a backbone, and a funny bone."
- Reba McEntire
The $600 #StimulusCheck going out to millions of people can now be individually tracked through the #IRS' "Get My Payment" website, which reopened on Monday afternoon. The site informs people about the date of their payment and whether they will receive it via direct deposit or the mailed payment date.
CBSNEWS.COM
Second stimulus check: How you can track when you'll get your payment
Learn more about whether you need to pay estimated taxes.
ADVANCEDPORTFOLIOS.COM
You May Need to Make Estimated Tax Payments If…
The transition currently underway from a #fossil-fuel energy model to one based on #renewables is surely the most important in our collective history.
FORBES.COM
We Are Entering The Greatest Technological Transition In History… And That Will Reshape Geopolitics
Saving for college doesn’t have to be as complicated as college itself.
ADVANCEDPORTFOLIOS.COM
Saving for College 101
What 1919 Teaches Us About Pent-Up Demand
https://www.npr.org/sections/money/2021/01/12/955617983/what-1919-teaches-us-about-pent-up-demand?utm_source=npr_newsletter&utm_medium=email&utm_content=20210112&utm_term=5098645&utm_campaign=money&utm_id=55780696&orgid=
NPR.ORG
What 1919 Teaches Us About Pent-Up Demand
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
ADVANCEDPORTFOLIOS.COM
The Economic Journey of Your Morning Coffee
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
ADVANCEDPORTFOLIOS.COM
Monthly Market Insights | January 2021
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
ADVANCEDPORTFOLIOS.COM
Inflation and Your Portfolio
"To succeed in life, you need three things: a wishbone, a backbone, and a funny bone."
- Reba McEntire
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
ADVANCEDPORTFOLIOS.COM
What Is a 1035 Exchange?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
ADVANCEDPORTFOLIOS.COM
How to Appeal Your Property Taxes
#MortgageRates are around record lows. Is it time for you to #refinance your #HomeLoan? The decision is not a simple slam dunk. Here are three questions to ask yourself first.
MARKETWATCH.COM
Opinion: Should I refinance my mortgage? Here’s how to decide
Saving for college doesn’t have to be as complicated as college itself.
ADVANCEDPORTFOLIOS.COM
Saving for College 101
What 1919 Teaches Us About Pent-Up Demand
https://www.npr.org/sections/money/2021/01/12/955617983/what-1919-teaches-us-about-pent-up-demand?utm_source=npr_newsletter&utm_medium=email&utm_content=20210112&utm_term=5098645&utm_campaign=money&utm_id=55780696&orgid=
NPR.ORG
What 1919 Teaches Us About Pent-Up Demand
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
ADVANCEDPORTFOLIOS.COM
The Economic Journey of Your Morning Coffee
Haven’t gotten your second #stimulus check? There are many reasons for the potential hang-up including how and if you’ve filed #taxes in the past.
CNET.COM
Stimulus check lost in the mail? Probably not. 11 things causing a holdup
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
ADVANCEDPORTFOLIOS.COM
“Dirty Dozen” Tax Scams to Watch For
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
ADVANCEDPORTFOLIOS.COM
What If You Get Audited?
How do you make investment choices? Are your decisions based on rational analysis or are they driven by emotion?
https://www.advancedportfolios.com/resource-center/investment/what-smart-investors-know?utm_campaign=What+Smart+Investors+Know&utm_medium=email&utm_source=contacts:all&utm_content=video+image+link&utm_term=JAN+2021&cmid=16172910-f0f1-45be-a124-162d08ac02b6
ADVANCEDPORTFOLIOS.COM
What Smart Investors Know
Check out this video on taxes. #IncomeTax
ADVANCEDPORTFOLIOS.COM
The Facts About Income Tax
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
ADVANCEDPORTFOLIOS.COM
What Is a 1035 Exchange?
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
ADVANCEDPORTFOLIOS.COM
How to Make the Tax Code Work for You
We could all use some extra funds, especially after surviving 2020. This article will help you make an educated guess on when you might see your #TaxRefund.
FORBES.COM
Tax Refund Chart Can Help You Guess When You’ll Receive Your Money In 2021
- Upcoming Webinar Announcement -
Please join us on February 18th, 2021 at 12 PM PST, we will be hosting 2021 State of the Markets Webinar. Click below for more details.
ADVANCEDPORTFOLIOS.COM
2021 State of the Markets Webinar
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
ADVANCEDPORTFOLIOS.COM
Tax Rules When Selling Your Home
Haven’t gotten your second #stimulus check? There are many reasons for the potential hang-up including how and if you’ve filed #taxes in the past.
CNET.COM
Stimulus check lost in the mail? Probably not. 11 things causing a holdup
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
ADVANCEDPORTFOLIOS.COM
“Dirty Dozen” Tax Scams to Watch For
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
ADVANCEDPORTFOLIOS.COM
Monthly Market Insights | February 2021
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
ADVANCEDPORTFOLIOS.COM
A House Divided
In a recent update from the #SmallBusinessAdministration on the second round of #PaycheckProtectionProgram or #PPPLoans to small businesses, adoption has been rather slow. In fact, only about a quarter of the allotted funding has been requested. What’s different this time around?
MARKETPLACE.ORG
Businesses aren’t flocking to this round of PPP loans
The tax rules that govern donating art are complex and confusing. #taxes #art
ADVANCEDPORTFOLIOS.COM
Donating Art: Taxation Abstraction
It can be difficult sometimes to think about the future during times like these. But if you did, how would you retire in a post-pandemic world?
https://www.advancedportfolios.com/campaigns/primer
ADVANCEDPORTFOLIOS.COM
Retiring in a Post-Pandemic World
Becoming a good steward of your #finances shouldn’t be hard, right? It’s all about #budgeting, #saving, #diversifying, and waiting. Learn the truth in that and more in this free course.
MARKETWATCH.COM
Here’s a simple way to raise your financial IQ
Nobel-prize-winning investment research.
ADVANCEDPORTFOLIOS.COM
The Ivory Tower Changes Wall Street
What do you need to know in the face of post COVID-19 volatility?
ADVANCEDPORTFOLIOS.COM
Pullbacks, Corrections, and Bear Markets
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
ADVANCEDPORTFOLIOS.COM
When Heirs are Imperfect
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
ADVANCEDPORTFOLIOS.COM
Monthly Market Insights | February 2021
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
ADVANCEDPORTFOLIOS.COM
A House Divided
In a recent update from the #SmallBusinessAdministration on the second round of #PaycheckProtectionProgram or #PPPLoans to small businesses, adoption has been rather slow. In fact, only about a quarter of the allotted funding has been requested. What’s different this time around?
MARKETPLACE.ORG
Businesses aren’t flocking to this round of PPP loans
It’s getting to be that time of year, the time when you get your #TaxRefund. It can be tempting to use your #refund frivolously, but we have some other ideas. Here are 11 ways we think you should consider using your tax refund this year.
QUICKANDDIRTYTIPS.COM
11 Smart Ways to Use Your Tax Refund
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
ADVANCEDPORTFOLIOS.COM
What Is a 1035 Exchange?
Historically, some very smart people haven’t been very smart about estate management. Done properly, estate management can provide a clear direction to heirs. Done poorly, it can lead to confusion and discord. Here are some wise—and not-so-wise—strategies the rich and famous have employed to manage their estates.
ADVANCEDPORTFOLIOS.COM
Exit Strategies of the Rich and Famous
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
ADVANCEDPORTFOLIOS.COM
Buying vs. Leasing a Car
Nobel-prize-winning investment research.
ADVANCEDPORTFOLIOS.COM
The Ivory Tower Changes Wall Street
When it comes to investing, you may be your own worst enemy.
ADVANCEDPORTFOLIOS.COM
Don’t Be Your Own Worst Enemy
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
ADVANCEDPORTFOLIOS.COM
Red Flags for Tax Auditors
Check out this video on taxes. #IncomeTax
ADVANCEDPORTFOLIOS.COM
The Facts About Income Tax
It’s getting to be that time of year, the time when you get your #TaxRefund. It can be tempting to use your #refund frivolously, but we have some other ideas. Here are 11 ways we think you should consider using your tax refund this year.
QUICKANDDIRTYTIPS.COM
11 Smart Ways to Use Your Tax Refund
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
ADVANCEDPORTFOLIOS.COM
What Is a 1035 Exchange?
Historically, some very smart people haven’t been very smart about estate management. Done properly, estate management can provide a clear direction to heirs. Done poorly, it can lead to confusion and discord. Here are some wise—and not-so-wise—strategies the rich and famous have employed to manage their estates.
ADVANCEDPORTFOLIOS.COM
Exit Strategies of the Rich and Famous
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.
ADVANCEDPORTFOLIOS.COM
Do You Owe The AMT?
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
ADVANCEDPORTFOLIOS.COM
Five Most Overlooked Tax Deductions
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
ADVANCEDPORTFOLIOS.COM
Monthly Market Insights | March 2021
The tax rules that govern donating art are complex and confusing. #taxes #art
ADVANCEDPORTFOLIOS.COM
Donating Art: Taxation Abstraction
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
ADVANCEDPORTFOLIOS.COM
How to Make the Tax Code Work for You
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.
ADVANCEDPORTFOLIOS.COM
Do You Owe The AMT?
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
ADVANCEDPORTFOLIOS.COM
Five Most Overlooked Tax Deductions
Last week, #MortgageRates shot up with #BondYields—but they're still well below last year's levels.
MORNINGBREW.COM
US Home Prices Spiked in December
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
ADVANCEDPORTFOLIOS.COM
Mastering Mobile Lingo
Second homes have unique risks and insuring them is different than a primary home.
ADVANCEDPORTFOLIOS.COM
Insuring Your Second Home
#Americans are ready to spend, signaling a coming #economic boom, with $1.6 trillion in savings more than enough to close the hole in the #economy.
MEDIUM.COM
Americans are ready to spend
As complex as the details of taxes can be, the income tax process is fairly straightforward.
ADVANCEDPORTFOLIOS.COM
How Income Taxes Work
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
ADVANCEDPORTFOLIOS.COM
Monthly Market Insights | March 2021
The tax rules that govern donating art are complex and confusing. #taxes #art
ADVANCEDPORTFOLIOS.COM
Donating Art: Taxation Abstraction
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
ADVANCEDPORTFOLIOS.COM
What Is a 1035 Exchange?
Your home mortgage interest may be deductible. Do you itemize your deductions? #MortgageDeduction
ADVANCEDPORTFOLIOS.COM
Home Mortgage Deduction
Wishing your day is filled with a bit of Irish luck and good fortune!
In the blink of an eye the #COVID-19 #pandemic had extinguished the longest period of expansion in U.S. history. In terms of measuring the recovery, economists are looking most closely at #GrossDomesticProduct. Find out what goes into the measurement of an #EconomicRecovery.
FIVETHIRTYEIGHT.COM
How The Experts Are Measuring The Economic Recovery
Test your estate strategy knowledge with this short quiz.
ADVANCEDPORTFOLIOS.COM
Test Your Estate Strategy Knowledge
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
ADVANCEDPORTFOLIOS.COM
Mastering Mobile Lingo
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
ADVANCEDPORTFOLIOS.COM
Trends in Charitable Giving
Happy National Puppy Day to all of our dog enthusiasts! Let's celebrate our loyal friends today!
#Investors will be watching joint testimony to #Congress by #FederalReserve Chairman Jerome Powell and #TreasurySecretary Janet Yellen on Tuesday and Wednesday amid concerns over how much further the recent surge in #TreasuryYields can run.
INVESTING.COM
Top 5 Things to Watch in Markets in the Week Ahead By Investing.com
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
ADVANCEDPORTFOLIOS.COM
How to Appeal Your Property Taxes
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
Your home mortgage interest may be deductible. Do you itemize your deductions? #MortgageDeduction
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Home Mortgage Deduction
