You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Learn how #insurance #deductibles work, and how they can help you save money.
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How Insurance Deductibles Work
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
How prepared are you for retirement?
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The Pre-Retirement Checklist
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
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.
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Monthly Market Insights | November 2020
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
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Why Medicare Should Be Part of Your Retirement Strategy
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
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?
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
How prepared are you for retirement?
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The Pre-Retirement Checklist
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
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Coaches
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:
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Medicare Advantage Plans (Medicare Part C)
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Important Birthdays Over 50
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
ADVOCATEINVESTING.COM
Stay Safe with a B.O.P. At Your Back
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
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Questions to Ask About Medicare
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
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Errors and Omissions Insurance
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
Your financial future is calling. Develop a strategy for your investments today.
ADVOCATEINVESTING.COM
The Cost of Procrastination
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
CNBC looks at potential long term effects of the recent trading spikes. More @
CNBC.COM
Reddit trading frenzy could cause ‘systemic event’ in markets, strategist says
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
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Questions to Ask About Medicare
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
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Medicare At 65+
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?
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Retiring in a Post-Pandemic World
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
You can help ensure that losing your wallet doesn't turn into something bigger.
ADVOCATEINVESTING.COM
What to Do When You Lose Your Wallet
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
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Medicare At 65+
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?
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Retiring in a Post-Pandemic World
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
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A New Way to Look at Your Bucket List
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Earnings season can move markets. Find out why.
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Earnings for All Seasons
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
ADVOCATEINVESTING.COM
A New Way to Look at Your Bucket List
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
ADVOCATEINVESTING.COM
“Dirty Dozen” Tax Scams to Watch For
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Earnings season can move markets. Find out why.
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Earnings for All Seasons
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
How prepared are you for retirement?
ADVOCATEINVESTING.COM
The Pre-Retirement Checklist
If you died, what would happen to your email archives, social
profiles, and online accounts?
ADVOCATEINVESTING.COM
Safeguard Your Digital Estate
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
ADVOCATEINVESTING.COM
What Is a 1035 Exchange?
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
How prepared are you for retirement?
ADVOCATEINVESTING.COM
The Pre-Retirement Checklist
If you died, what would happen to your email archives, social
profiles, and online accounts?
ADVOCATEINVESTING.COM
Safeguard Your Digital Estate
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
ADVOCATEINVESTING.COM
What Is a 1035 Exchange?
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
ADVOCATEINVESTING.COM
Weighing the Benefits of Prepaid Debit Cards
