What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
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 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
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
Developing a retirement strategy? It's critical to know the differences between investment types.
ALLISONWEALTHMANAGEMENT.COM
Traditional vs. Roth IRA
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
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
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
The average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
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?
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
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
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
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
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
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
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
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When Does Your Personal Car Become a Commercial Vehicle?
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
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
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
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Understanding Homeowner’s Insurance
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
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
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
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?
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
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
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
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Do global and international mutual funds complement or conflict with each other?
ALLISONWEALTHMANAGEMENT.COM
Global vs. International: What’s The Difference?
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
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?
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
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
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
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
Does your business have a retirement strategy that fits your short, long-term needs?
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Choosing a Retirement Plan that Fits Your Business
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
ALLISONWEALTHMANAGEMENT.COM
Social Security: The Elephant in the Room
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
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
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
ALLISONWEALTHMANAGEMENT.COM
Is Term Life Insurance for You?
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
ALLISONWEALTHMANAGEMENT.COM
Data Thieves from Outer Space
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
Social host laws may make you responsible for underage drinking in your home, even if you are away.
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Teen Drinking and Your Liability
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
ALLISONWEALTHMANAGEMENT.COM
The Financial Literacy Crisis
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
An ILIT could play a role in your estate strategy.
ALLISONWEALTHMANAGEMENT.COM
A Primer on Irrevocable Life Insurance Trusts
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
Social host laws may make you responsible for underage drinking in your home, even if you are away.
ALLISONWEALTHMANAGEMENT.COM
Teen Drinking and Your Liability
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
ALLISONWEALTHMANAGEMENT.COM
Immediate vs. Deferred Annuities
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
ALLISONWEALTHMANAGEMENT.COM
Choosing a Business Structure
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
ALLISONWEALTHMANAGEMENT.COM
Value vs. Growth Investing
Developing a retirement strategy? It's critical to know the differences between investment types.
ALLISONWEALTHMANAGEMENT.COM
Traditional vs. Roth IRA
How literate are you when it comes to your finances? Brush up with these five basics.
ALLISONWEALTHMANAGEMENT.COM
The Five Basics of Financial Literacy
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
ALLISONWEALTHMANAGEMENT.COM
The Business Cycle
When it comes to investing, you may be your own worst enemy.
ALLISONWEALTHMANAGEMENT.COM
Don’t Be Your Own Worst Enemy
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
ALLISONWEALTHMANAGEMENT.COM
Countering Counterfeit Currency
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
ALLISONWEALTHMANAGEMENT.COM
Insurance Needs Assessment: When You're Young and Single
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
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
Developing a retirement strategy? It's critical to know the differences between investment types.
ALLISONWEALTHMANAGEMENT.COM
Traditional vs. Roth IRA
Earnings season can move markets. Find out why.
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Earnings for All Seasons
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
ALLISONWEALTHMANAGEMENT.COM
Are Alternative Investments Right for You?
Concerned about identity theft? Some things to leave at home. #IdentityTheft
ALLISONWEALTHMANAGEMENT.COM
Please Leave Home Without It
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
ALLISONWEALTHMANAGEMENT.COM
Countering Counterfeit Currency
Wall Street has a lot of cliches. How many do you know?
#WallStreet
ALLISONWEALTHMANAGEMENT.COM
16 Wall Street Cliches in 60 Seconds
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
ALLISONWEALTHMANAGEMENT.COM
Insurance Needs Assessment: When You're Young and Single
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
ALLISONWEALTHMANAGEMENT.COM
Retiring the 4% Rule
When the rules of the game change, tactics should follow in response to the new landscape.
ALLISONWEALTHMANAGEMENT.COM
Revising Estate Strategy Assumptions
Does your #insurance cover you if you get into an accident with an uninsured driver?
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Protection Against Uninsured Drivers
Earnings season can move markets. Find out why.
ALLISONWEALTHMANAGEMENT.COM
Earnings for All Seasons
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
ALLISONWEALTHMANAGEMENT.COM
Are Alternative Investments Right for You?
Concerned about identity theft? Some things to leave at home. #IdentityTheft
ALLISONWEALTHMANAGEMENT.COM
Please Leave Home Without It
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
ALLISONWEALTHMANAGEMENT.COM
Five Most Overlooked Tax Deductions
Ever wonder about those free credit scores you get once a year? #creditscore #credit
ALLISONWEALTHMANAGEMENT.COM
The Lowdown on Those Free Credit Scores
The sooner you begin investing, the longer your money can work for you.
ALLISONWEALTHMANAGEMENT.COM
The Cost of Procrastination
The average college senior graduates with credit card debt. How will your kids manage money?
ALLISONWEALTHMANAGEMENT.COM
Do Your Kids Know The Value of a Silver Spoon?
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
ALLISONWEALTHMANAGEMENT.COM
Retiring the 4% Rule
When the rules of the game change, tactics should follow in response to the new landscape.
ALLISONWEALTHMANAGEMENT.COM
Revising Estate Strategy Assumptions
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
ALLISONWEALTHMANAGEMENT.COM
Monthly Market Insights | March 2021
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
ALLISONWEALTHMANAGEMENT.COM
Medicare Advantage 101
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
ALLISONWEALTHMANAGEMENT.COM
Tax Rules When Selling Your Home
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Over age 50? You may be able to catch-up on retirement.
ALLISONWEALTHMANAGEMENT.COM
Catch-Up Contributions
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
ALLISONWEALTHMANAGEMENT.COM
Coaches
Your #insurance needs don’t stay the same when the nest empties, but what changes?
ALLISONWEALTHMANAGEMENT.COM
Insurance Needs Assessment: For Empty Nesters and Retirees
In the world of finance, the effects of the "confidence gap" can be especially apparent.
ALLISONWEALTHMANAGEMENT.COM
Bridging the Confidence Gap
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
ALLISONWEALTHMANAGEMENT.COM
Monthly Market Insights | March 2021
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
ALLISONWEALTHMANAGEMENT.COM
The Anatomy of an Index
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
ALLISONWEALTHMANAGEMENT.COM
Buying vs. Leasing a Car
With increasing wealth comes unique financial challenges.
ALLISONWEALTHMANAGEMENT.COM
Investment Challenges of the Affluent Investor
10 tips that can head-off marriage money problems.
ALLISONWEALTHMANAGEMENT.COM
Prevent a Rift: Money Tips for Newlyweds
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
ALLISONWEALTHMANAGEMENT.COM
Red Flags for Tax Auditors
Over age 50? You may be able to catch-up on retirement.
ALLISONWEALTHMANAGEMENT.COM
Catch-Up Contributions
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
ALLISONWEALTHMANAGEMENT.COM
Coaches
Learn more about whether you need to pay estimated taxes.
ALLISONWEALTHMANAGEMENT.COM
You May Need to Make Estimated Tax Payments If…
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
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Encore Careers: Push Your Boundaries
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
ALLISONWEALTHMANAGEMENT.COM
Buying vs. Leasing a Car
With increasing wealth comes unique financial challenges.
ALLISONWEALTHMANAGEMENT.COM
Investment Challenges of the Affluent Investor
