When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
ALLIANCEFINANCIALOFPA.COM
A Fruitful Retirement: Social Security Benefit
Check out this video on taxes. #IncomeTax
ALLIANCEFINANCIALOFPA.COM
The Facts About Income Tax
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
ALLIANCEFINANCIALOFPA.COM
Understanding Marginal Income Tax Brackets
When considering a record keeping system for your business, you need to ask yourself some very important questions
ALLIANCEFINANCIALOFPA.COM
Keeping Good Records is Good Business
You’ll need to weigh several factors before retiring abroad.
ALLIANCEFINANCIALOFPA.COM
Thinking of Retiring Abroad?
The average college senior graduates with credit card debt. How will your kids manage money?
ALLIANCEFINANCIALOFPA.COM
Do Your Kids Know The Value of a Silver Spoon?
The sooner you begin investing, the longer your money can work for you.
ALLIANCEFINANCIALOFPA.COM
The Cost of Procrastination
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
ALLIANCEFINANCIALOFPA.COM
Monthly Market Insights | October 2020
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
ALLIANCEFINANCIALOFPA.COM
Critical Estate Documents
The financial risks to consider when evaluating self insurance? #Insurance
ALLIANCEFINANCIALOFPA.COM
When to Self-Insure
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
ALLIANCEFINANCIALOFPA.COM
Avoiding Cognitive Decline
Second homes have unique risks and insuring them is different than a primary home.
ALLIANCEFINANCIALOFPA.COM
Insuring Your Second Home
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
ALLIANCEFINANCIALOFPA.COM
Put It in a Letter
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
ALLIANCEFINANCIALOFPA.COM
Are Alternative Investments Right for You?
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Is there a role for both active and passive investments in your portfolio?
ALLIANCEFINANCIALOFPA.COM
The Great Debate Continues: Active vs. Passive
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
ALLIANCEFINANCIALOFPA.COM
A Brief Guide To Condo Insurance
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
ALLIANCEFINANCIALOFPA.COM
Errors and Omissions Insurance
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
MESSENGER
Alliance Financial updated their info in the about section.
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
ALLIANCEFINANCIALOFPA.COM
Coaches
Lifestyle inflation can be the enemy of wealth building.
ALLIANCEFINANCIALOFPA.COM
Keeping Up with the Joneses
Even low inflation rates can impact your retirement outlook over time.
ALLIANCEFINANCIALOFPA.COM
Inflation - Back to the Future
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
ALLIANCEFINANCIALOFPA.COM
Retiring the 4% Rule
Whether you realize it or not, you’ve allocated your assets.
ALLIANCEFINANCIALOFPA.COM
A Decision Not Made Is Still a Decision
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.
ALLIANCEFINANCIALOFPA.COM
Monthly Market Insights | November 2020
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
ALLIANCEFINANCIALOFPA.COM
Creative Ways to Motivate Your Employees
Your ideal #retirement may differ from reality, but we can work together to better align the two.
ALLIANCEFINANCIALOFPA.COM
RE: Retirement
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
ALLIANCEFINANCIALOFPA.COM
What If You Get Audited?
To get from where you are to where you want to be, use this calculator to estimate your net worth. https://hubs.la/H0Bw1jx0
ALLIANCEFINANCIALOFPA.COM
What Is My Current Net Worth?
Happy Thanksgiving from our family to yours! What are you most thankful for this year? 🦃
LPL Financial Research suggests sentiment could be getting frothy, which could increase the odds of a pullback, in this week's #WeeklyMarketCommentary. https://hubs.la/H0BvZjB0
Thinking about retiring soon? Make sure you prepare before you leap with these considerations to know for sure.
ALLIANCEFINANCIALOFPA.COM
Ready to Retire? How to Know for Sure
It's #GivingTuesday! If charitable giving is on your holiday list, we've got a few tips for donating to charity. 🤝🏻
ALLIANCEFINANCIALOFPA.COM
Charitable Giving and Donating Toys
Small Business Saturday is a chance for local retailers to shine. Tag your favorite places to #ShopSmall in the comments! 🛍️
ALLIANCEFINANCIALOFPA.COM
4 Reasons to Do Your Shopping on Small Business Saturday
As we prepare to welcome in the New Year, LPL Financial Research takes a look at what we can expect in the stock and bond markets, the economy, and a new post-election policy environment in 2021, in this week's #WeeklyMarketCommentary https://hubs.ly/H0CdVht0
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out. https://hubs.ly/H0CdVjk0
ALLIANCEFINANCIALOFPA.COM
The Rule of 72
It's Older Driver Safety Awareness Week! Plan for "driving retirement" just as you would plan for financial retirement; here's what you need to know: https://hubs.la/H0C7sp-0
Via National Institute on Aging - NIH
LPL Financial Research investigates how a new wave of #COVID-19 cases threatens to trip up the economy in this week's #WeeklyMarketCommentary: https://hubs.la/H0C36LH0
Before crossing names off your holiday shopping list, check out these tips to help you get everything you need without overspending: https://hubs.la/H0CftYp0
ALLIANCEFINANCIALOFPA.COM
Smart Shopping During the Holidays
This winter, don't let tax contributions and retirement deadlines go cold. Prevent penalties and missed planning opportunities with this year-end financial checklist. #WinterSolstice ❄️ https://hubs.la/H0CWsQG0
ALLIANCEFINANCIALOFPA.COM
End of Year Deadlines Checklist
Looking to understand your retirement investments? Kiplinger shares 3 steps to help you gain control over your finances and prepare for what might come next: https://hubs.la/H0CRCYM0
KIPLINGER.COM
3 Steps You Can Take Now to Gain Control of Your Retirement | Kiplinger
Participating in the year-end charitable giving season? Check out this video for three tips for giving smart from the heart. ❤️ https://hubs.la/H0CfFjL0
ALLIANCEFINANCIALOFPA.COM
Charitable Giving: Smart from the Heart
LPL Financial Research believes the investment landscape for both stocks & bonds may offer new opportunities for investors in the #NewYear, in this week's #WeeklyMarketCommentary. https://hubs.la/H0CJpnc0
Happy Holidays from the team at Alliance Financial. 🎄
"As the economy continues to expand, the health of #smallbusiness will go a long way toward determining how robust the economic recovery may be" — LPL Financial Research via this week's #WeeklyMarketCommentary: https://hubs.la/H0CZ_dm0
Happy New Year! Wishing you a happy, healthy 2021. 🎊
Before you flip your calendar to January, consider using these strategies in preparation for any potential tax changes in the #NewYear. 📆 https://hubs.la/H0D5sy80
ALLIANCEFINANCIALOFPA.COM
3 Tax Strategies to Consider at Year-End
Make the most of 2021 with these 5 #NewYear resolutions to help increase your financial fitness – learn all about them here: https://hubs.la/H0D8D5s0
ALLIANCEFINANCIALOFPA.COM
New Year's Resolutions to Get Your Finances in Order
In this week's #WeeklyMarketCommentary, @LPLResearch offers 10 economic lessons learned during 2020: https://hubs.la/H0DrgMQ0
LPL Financial Research Outlook 2021: Powering Forward contains insightful commentary and economic and market guidance for the #NewYear. #LPLOutlook https://hubs.la/H0D8D3s0
ALLIANCEFINANCIALOFPA.COM
LPL Financial Research Outlook 2021: Powering Forward
How well do you know the fundamentals of estate management? Take our short quiz and see: https://hubs.la/H0D8D3y0 #TriviaDay #NationalTriviaDay
ALLIANCEFINANCIALOFPA.COM
Test Your Estate Strategy Knowledge
Happy New Year! Wishing you a happy, healthy 2021. 🎊
Before you flip your calendar to January, consider using these strategies in preparation for any potential tax changes in the #NewYear. 📆 https://hubs.la/H0D5sy80
ALLIANCEFINANCIALOFPA.COM
3 Tax Strategies to Consider at Year-End
Preserve your hard-earned income with these strategies to help minimize tax liability – doctor's orders: https://hubs.la/H0D8C7m0
ALLIANCEFINANCIALOFPA.COM
3 Tax Strategies Every Doctor Should Consider
Make the most of 2021 with these 5 #NewYear resolutions to help increase your financial fitness – learn all about them here: https://hubs.la/H0D8D5s0
ALLIANCEFINANCIALOFPA.COM
New Year's Resolutions to Get Your Finances in Order
In this week's #WeeklyMarketCommentary, @LPLResearch offers 10 economic lessons learned during 2020: https://hubs.la/H0DrgMQ0
LPL Financial Research Outlook 2021: Powering Forward contains insightful commentary and economic and market guidance for the #NewYear. #LPLOutlook https://hubs.la/H0D8D3s0
ALLIANCEFINANCIALOFPA.COM
LPL Financial Research Outlook 2021: Powering Forward
How well do you know the fundamentals of estate management? Take our short quiz and see: https://hubs.la/H0D8D3y0 #TriviaDay #NationalTriviaDay
ALLIANCEFINANCIALOFPA.COM
Test Your Estate Strategy Knowledge
Happy New Year! Wishing you a happy, healthy 2021. 🎊
Today we recognize Civil Rights leader, Dr. Martin Luther King Jr., and his contribution to equality and justice. #MLKDay
Don't forget! Q4 2020 estimated taxes are due today. 📣 #TaxPlanning
Preserve your hard-earned income with these strategies to help minimize tax liability – doctor's orders.
ALLIANCEFINANCIALOFPA.COM
3 Tax Strategies Every Doctor Should Consider
Make the most of 2021 with these 5 #NewYear resolutions to help increase your financial fitness – learn all about them here:
ALLIANCEFINANCIALOFPA.COM
New Year's Resolutions to Get Your Finances in Order
In this week's #WeeklyMarketCommentary, @LPLResearch offers 10 economic lessons learned during 2020: https://hubs.la/H0DrgMQ0
LPL Financial Research Outlook 2021: Powering Forward contains insightful commentary and economic and market guidance for the #NewYear. #LPLOutlook https://hubs.la/H0D8D3s0
ALLIANCEFINANCIALOFPA.COM
LPL Financial Research Outlook 2021: Powering Forward
Not thinking about your tax return yet? Identity thieves are. Protect yourself during Tax Identity Theft Awareness Week with these safety tips. 💻 https://hubs.la/H0D8C7q0
ALLIANCEFINANCIALOFPA.COM
Tax Identity Theft Awareness - Protecting Yourself from Tax Identity Theft
Thinking about buying a house, sending the kids to college, or retiring early? Here are 5 tips to help you meet your financial goals. 👇🏼
ALLIANCEFINANCIALOFPA.COM
New Year's Resolutions to Get Your Finances in Order
Alliance Financial
January 8 ·
Make the most of 2021 with these 5 #NewYear resolutions to help increase your financial fitness – learn all about them here:
Alliance Financial
January 8 ·
Make the most of 2021 with these 5 #NewYear resolutions to help increase your financial fitness – learn all about them here:
Today we recognize Civil Rights leader, Dr. Martin Luther King Jr., and his contribution to equality and justice. #MLKDay
Don't forget! Q4 2020 estimated taxes are due today. 📣 #TaxPlanning
Preserve your hard-earned income with these strategies to help minimize tax liability – doctor's orders.
ALLIANCEFINANCIALOFPA.COM
3 Tax Strategies Every Doctor Should Consider
Make the most of 2021 with these 5 #NewYear resolutions to help increase your financial fitness – learn all about them here:
ALLIANCEFINANCIALOFPA.COM
New Year's Resolutions to Get Your Finances in Order
Not thinking about your tax return yet? Identity thieves are. Protect yourself during Tax Identity Theft Awareness Week with these safety tips. 💻 https://hubs.la/H0D8C7q0
ALLIANCEFINANCIALOFPA.COM
Tax Identity Theft Awareness - Protecting Yourself from Tax Identity Theft
Thinking about buying a house, sending the kids to college, or retiring early? Here are 5 tips to help you meet your financial goals. 👇🏼
ALLIANCEFINANCIALOFPA.COM
New Year's Resolutions to Get Your Finances in Order
Alliance Financial
January 8 ·
Make the most of 2021 with these 5 #NewYear resolutions to help increase your financial fitness – learn all about them here:
Alliance Financial
January 8 ·
Make the most of 2021 with these 5 #NewYear resolutions to help increase your financial fitness – learn all about them here:
Today we recognize Civil Rights leader, Dr. Martin Luther King Jr., and his contribution to equality and justice. #MLKDay
Don't forget! Q4 2020 estimated taxes are due today. 📣 #TaxPlanning
Preserve your hard-earned income with these strategies to help minimize tax liability – doctor's orders.
ALLIANCEFINANCIALOFPA.COM
3 Tax Strategies Every Doctor Should Consider
Make the most of 2021 with these 5 #NewYear resolutions to help increase your financial fitness – learn all about them here:
ALLIANCEFINANCIALOFPA.COM
New Year's Resolutions to Get Your Finances in Order
Did you know 529 contributions are eligible to be deducted from Pennsylvania income tax? Learn more about the benefits of a 529 savings plan: https://hubs.ly/H0FPyzG0 📚
ALLIANCEFINANCIALOFPA.COM
529 Lesson Plan: High Scores for 529 Plans
The recent short stock frenzy, a positive earnings season, and how the #SuperBowl has historically impacted stocks in this week's LPL Financial - Research #LPLMarketSignals podcast: https://hubs.ly/H0FP5VR0
YOUTUBE.COM
GameStop: What Does It Mean? | LPL Market Signals
From increasing minimum wages to child tax credits, here's what you need to know about the #AmericanRescuePlan: https://hubs.la/H0FP8h00
ALLIANCEFINANCIALOFPA.COM
What to Know About the American Rescue Plan
Not thinking about your tax return yet? Identity thieves are. Protect yourself during Tax Identity Theft Awareness Week with these safety tips. 💻 https://hubs.la/H0D8C7q0
ALLIANCEFINANCIALOFPA.COM
Tax Identity Theft Awareness - Protecting Yourself from Tax Identity Theft
Thinking about buying a house, sending the kids to college, or retiring early? Here are 5 tips to help you meet your financial goals. 👇🏼
ALLIANCEFINANCIALOFPA.COM
New Year's Resolutions to Get Your Finances in Order
Alliance Financial
January 8 ·
Make the most of 2021 with these 5 #NewYear resolutions to help increase your financial fitness – learn all about them here:
Alliance Financial
January 8 ·
Make the most of 2021 with these 5 #NewYear resolutions to help increase your financial fitness – learn all about them here:
Today we recognize Civil Rights leader, Dr. Martin Luther King Jr., and his contribution to equality and justice. #MLKDay
Nothing says "I love you" like getting financially in sync. Here's how you and your loved one can get on the same page with your finances: https://hubs.la/H0FPxcw0
ALLIANCEFINANCIALOFPA.COM
Marriage and Money: Finding a Happy Balance
The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth & corporate profits in 2021: https://hubs.la/H0DrgMQ0 #WeeklyMarketCommentary
Flowers, chocolates, and financial talks. We can help you set joint budgets, investments, and goals with our Holistic Financial Planning. Contact us today: https://hubs.ly/H0FPj500
Happy #SuperBowlLV! Which team are you rooting for? 🏈
Did you know 529 contributions are eligible to be deducted from Pennsylvania income tax? Learn more about the benefits of a 529 savings plan: https://hubs.ly/H0FPyzG0 📚
ALLIANCEFINANCIALOFPA.COM
529 Lesson Plan: High Scores for 529 Plans
The recent short stock frenzy, a positive earnings season, and how the #SuperBowl has historically impacted stocks in this week's LPL Financial - Research #LPLMarketSignals podcast: https://hubs.ly/H0FP5VR0
YOUTUBE.COM
GameStop: What Does It Mean? | LPL Market Signals
REMINDER: Today's the deadline to claim exemption from income tax withholding for 2021. Complete the W-4 Exemption Form to get started: https://hubs.ly/H0FPyBm0
Happy #PresidentsDay! Our office is closed today. We will reopen Tuesday, February 16.
Happy #ValentinesDay from the team at Alliance Financial. ❤️
Nothing says "I love you" like getting financially in sync. Here's how you and your loved one can get on the same page with your finances: https://hubs.la/H0FPxcw0
ALLIANCEFINANCIALOFPA.COM
Marriage and Money: Finding a Happy Balance
The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth & corporate profits in 2021: https://hubs.la/H0DrgMQ0 #WeeklyMarketCommentary
Flowers, chocolates, and financial talks. We can help you set joint budgets, investments, and goals with our Holistic Financial Planning. Contact us today: https://hubs.ly/H0FPj500
Planning to open a 529 for your grandchild? Here's what you need to know when making a meaningful gift to their college education: https://hubs.ly/H0FPxdZ0
On #NationalCaregiversDay, Alliance Financial thanks caregivers for their hard work today and every day as they provide support to the people in our community.
REMINDER: Today's the deadline to claim exemption from income tax withholding for 2021. Complete the W-4 Exemption Form to get started: https://hubs.ly/H0FPyBm0
Happy #PresidentsDay! Our office is closed today. We will reopen Tuesday, February 16.
Happy #ValentinesDay from the team at Alliance Financial. ❤️
Nothing says "I love you" like getting financially in sync. Here's how you and your loved one can get on the same page with your finances: https://hubs.la/H0FPxcw0
ALLIANCEFINANCIALOFPA.COM
Marriage and Money: Finding a Happy Balance
Married filing jointly? Head of household? Single? Check out these tables to find your federal marginal income tax rate: https://hubs.la/H0FPj7V0
#WeeklyMarketCommentary: Investor interest in sustainable investing has grown significantly over the last couple of years and we don’t expect that momentum to slow any time soon.
Via LPL Research: https://hubs.la/H0DrgMQ0
Planning to open a 529 for your grandchild? Here's what you need to know when making a meaningful gift to their college education: https://hubs.ly/H0FPxdZ0
On #NationalCaregiversDay, Alliance Financial thanks caregivers for their hard work today and every day as they provide support to the people in our community.
LPL Financial Research discusses some under-the-radar ideas to add yield to your portfolio in a low yield environment, on this week's #LPLMarketSignals podcast.
YOUTUBE.COM
Finding Yield In A Low Yield World | LPL Market Signals
REMINDER: Today's the deadline to claim exemption from income tax withholding for 2021. Complete the W-4 Exemption Form to get started: https://hubs.ly/H0FPyBm0
March is (also) Credit Education Month. Test your knowledge: What can a credit score over 720 help you do?
➡️ Qualify for lower mortgage and auto loan interest rates
➡️ Pay less for auto insurance
➡️ Avoid security deposits on utilities
➡️ All of the above
See the answer: https://hubs.la/H0HPc_F0
The recent surge in yields may continue to impact stock prices, the record-breaking earnings season, and updates from the Fed on the latest #MarketSignalsPodcast via LPL Financial Research.
It’s Women’s History Month! All month long we'll be sharing information to help women take charge of their financial futures. From 401(k)s to money purchase plans, here are retirement options for female #entrepreneurs. 👇🏼
ALLIANCEFINANCIALOFPA.COM
Retirement Planning - Options for Women Business Owners
Married filing jointly? Head of household? Single? Check out these tables to find your federal marginal income tax rate: https://hubs.la/H0FPj7V0
#WeeklyMarketCommentary: Investor interest in sustainable investing has grown significantly over the last couple of years and we don’t expect that momentum to slow any time soon.
Via LPL Research: https://hubs.la/H0DrgMQ0
Planning to open a 529 for your grandchild? Here's what you need to know when making a meaningful gift to their college education: https://hubs.ly/H0FPxdZ0
Financial Tip Tuesday 💡 Balancing these factors may help you have the income you need for the rest of your life. Get started today: https://hubs.la/H0HPdM10
The first hurdle all investors face: starting to invest. Overcome this hurdle with an investing strategy, continuing until you reach your financial goals.
March is (also) Credit Education Month. Test your knowledge: What can a credit score over 720 help you do?
➡️ Qualify for lower mortgage and auto loan interest rates
➡️ Pay less for auto insurance
➡️ Avoid security deposits on utilities
➡️ All of the above
See the answer: https://hubs.la/H0HPc_F0
The recent surge in yields may continue to impact stock prices, the record-breaking earnings season, and updates from the Fed on the latest #MarketSignalsPodcast via LPL Financial Research.
It’s Women’s History Month! All month long we'll be sharing information to help women take charge of their financial futures. From 401(k)s to money purchase plans, here are retirement options for female #entrepreneurs. 👇🏼
ALLIANCEFINANCIALOFPA.COM
Retirement Planning - Options for Women Business Owners
Married filing jointly? Head of household? Single? Check out these tables to find your federal marginal income tax rate: https://hubs.la/H0FPj7V0
Did you know? Chicago has dyed its river green every holiday for over 50 years. Happy #StPatricksDay! https://hubs.la/H0HPf3p0
ALLIANCEFINANCIALOFPA.COM
History of St. Patrick's Day
Did you know? In more than 40% of households, women are the primary breadwinners, up four-fold since 1960. Learn more: https://hubs.la/H0HPdMs0
ALLIANCEFINANCIALOFPA.COM
Women, Wealth, and Legacy Planning
Time to spring forward! #DaylightSavings ⏰
Financial Tip Tuesday 💡 Balancing these factors may help you have the income you need for the rest of your life. Get started today: https://hubs.la/H0HPdM10
The first hurdle all investors face: starting to invest. Overcome this hurdle with an investing strategy, continuing until you reach your financial goals.
March is (also) Credit Education Month. Test your knowledge: What can a credit score over 720 help you do?
➡️ Qualify for lower mortgage and auto loan interest rates
➡️ Pay less for auto insurance
➡️ Avoid security deposits on utilities
➡️ All of the above
See the answer: https://hubs.la/H0HPc_F0
Financial Tip Tuesday 💡 Women investors beat men’s portfolio performance by 1.2% in one multi-year analysis, and by 0.4% in another. Start investing towards your life goals today: https://hubs.la/H0HPfc10
True or false: closing old accounts can impact your credit score. 💳 Read our blog for the answer to this age-old question: https://hubs.la/H0HPf490
ALLIANCEFINANCIALOFPA.COM
Four Key Ways to Build Your Credit
Today marks the first day of Spring! ☀️🌷 As you freshen up your homes, don’t forget to clean up your finances. Here are 5 tips to get you started: https://hubs.la/H0HPf400
Did you know? Chicago has dyed its river green every holiday for over 50 years. Happy #StPatricksDay! https://hubs.la/H0HPf3p0
ALLIANCEFINANCIALOFPA.COM
History of St. Patrick's Day
Did you know? In more than 40% of households, women are the primary breadwinners, up four-fold since 1960. Learn more: https://hubs.la/H0HPdMs0
ALLIANCEFINANCIALOFPA.COM
Women, Wealth, and Legacy Planning
Time to spring forward! #DaylightSavings ⏰