10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
AMETRINEFINANCIAL.COM
Social Security: The Elephant in the Room
Your financial future is calling. Develop a strategy for your investments today.
AMETRINEFINANCIAL.COM
The Cost of Procrastination
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
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
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?
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to 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?
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
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
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
AMETRINEFINANCIAL.COM
Mutual Funds vs. ETFs
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
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
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
AMETRINEFINANCIAL.COM
Countering Counterfeit Currency
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
AMETRINEFINANCIAL.COM
What Is a 1035 Exchange?
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
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
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
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
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
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
Being healthy may help your personal finances.
AMETRINEFINANCIAL.COM
Putting a Price Tag On Your Health
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
An ILIT could play a role in your estate strategy.
AMETRINEFINANCIAL.COM
A Primer on Irrevocable Life Insurance Trusts
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
AMETRINEFINANCIAL.COM
Is Term Life Insurance for You?
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 101
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
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The Value of Insuring Against Life’s Risks
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
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
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
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
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
AMETRINEFINANCIAL.COM
Immediate vs. Deferred Annuities
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
AMETRINEFINANCIAL.COM
Social Security: Five Facts You Need to Know
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
M0 is the total of all physical currency worldwide. What’s it look like?
AMETRINEFINANCIAL.COM
How Big is Money?
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.
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Do You Owe The AMT?
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?
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
AMETRINEFINANCIAL.COM
Monthly Market Insights | December 2020
Buying a home may be your largest financial commitment. Which loan is best for your situation?
AMETRINEFINANCIAL.COM
Fixed or Variable Mortgage, Which Should You Pick?
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. #AlternativeInvestments
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Are Alternative Investments Right for You?
Learn the language of life insurance.
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Term vs. Permanent Life Insurance
Some simple, inexpensive energy-saving tips that may help you save money.
AMETRINEFINANCIAL.COM
A Penny Saved is Two Pennies Earned
The sooner you begin investing, the longer your money can work for you.
AMETRINEFINANCIAL.COM
The Cost of Procrastination
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
M0 is the total of all physical currency worldwide. What’s it look like?
AMETRINEFINANCIAL.COM
How Big is Money?
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
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?
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
Working in Retirement: New trend or same old story?
AMETRINEFINANCIAL.COM
Where Will Your Retirement Money Come From?
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
AMETRINEFINANCIAL.COM
Yours, Mine and Ours: Estate Strategies for Second Marriages
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
AMETRINEFINANCIAL.COM
Are Alternative Investments Right for You?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
AMETRINEFINANCIAL.COM
How to Appeal Your Property Taxes
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
AMETRINEFINANCIAL.COM
The SECURE Act
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
Children with special needs may need ongoing help after theirparents are gone.
AMETRINEFINANCIAL.COM
4 Steps to Protecting a Child with Disabilities
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
When was the last time you updated your will?
AMETRINEFINANCIAL.COM
Will Power
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
AMETRINEFINANCIAL.COM
Tax Deductions You Won't Believe
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
AMETRINEFINANCIAL.COM
Jane Bond: Decoding Diversification
When the rules of the game change, tactics should follow in response to the new landscape.
AMETRINEFINANCIAL.COM
Revising Estate Strategy Assumptions
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
AMETRINEFINANCIAL.COM
How to Appeal Your Property Taxes
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
AMETRINEFINANCIAL.COM
The SECURE Act
For a small business, the loss of a key person could cause financial hardship.
AMETRINEFINANCIAL.COM
Protecting Your Business from the Loss of a Key Person
You’re the conductor of your 401k, IRA and taxable savings.
AMETRINEFINANCIAL.COM
Orchestrating Your Retirement Accounts
Three steps may make a difference if you find yourself suddenly single.
MYF.MG
myf.mg
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
AMETRINEFINANCIAL.COM
The Junk Drawer Approach to Investing
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
AMETRINEFINANCIAL.COM
“Dirty Dozen” Tax Scams to Watch For
When was the last time you updated your will?
AMETRINEFINANCIAL.COM
Will Power
There are ways to protect your business in the event of your death or the death of a partner.
AMETRINEFINANCIAL.COM
Insuring Your Business With a Buy/Sell Agreement
If you thought that payouts from life insurance are tax-free in all cases, think again.
AMETRINEFINANCIAL.COM
When Life Insurance Becomes Taxable
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
AMETRINEFINANCIAL.COM
Planning for the Expected
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
AMETRINEFINANCIAL.COM
Monthly Market Insights | January 2021
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
AMETRINEFINANCIAL.COM
Personal Finance Tips for Military Families
M0 is the total of all physical currency worldwide. What’s it look like?
AMETRINEFINANCIAL.COM
How Big is Money?
Do you need umbrella insurance? Find out more. #LiabilityInsurance
AMETRINEFINANCIAL.COM
Keep Your Umbrella Handy
Surprises crop up every day, and they’re a great reason to work with us.
AMETRINEFINANCIAL.COM
Surprises
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
AMETRINEFINANCIAL.COM
From Boats to Brokers
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
AMETRINEFINANCIAL.COM
Resource Not Found
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
AMETRINEFINANCIAL.COM
Medicare vs. Medicaid
There are ways to protect your business in the event of your death or the death of a partner.
AMETRINEFINANCIAL.COM
Insuring Your Business With a Buy/Sell Agreement
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
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
AMETRINEFINANCIAL.COM
Stay Safe with a B.O.P. At Your Back
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
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Gap Insurance for Leased Cars
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
AMETRINEFINANCIAL.COM
How to Make the Tax Code Work for You
Do you need umbrella insurance? Find out more. #LiabilityInsurance
AMETRINEFINANCIAL.COM
Keep Your Umbrella Handy
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
AMETRINEFINANCIAL.COM
Countering Counterfeit Currency
What did it take to become the richest man in Babylon?
AMETRINEFINANCIAL.COM
The Richest Man in Babylon
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
AMETRINEFINANCIAL.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
AMETRINEFINANCIAL.COM
To Buy or Not to Buy
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
AMETRINEFINANCIAL.COM
Perception vs. Reality
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
AMETRINEFINANCIAL.COM
Red Flags for Tax Auditors
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
AMETRINEFINANCIAL.COM
Estate Management 101
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
AMETRINEFINANCIAL.COM
The Junk Drawer Approach to Investing
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
AMETRINEFINANCIAL.COM
Jane Bond: Decoding Diversification
If you died, what would happen to your email archives, social
profiles, and online accounts?
AMETRINEFINANCIAL.COM
Safeguard Your Digital Estate
Children with special needs may need ongoing help after theirparents are gone.
AMETRINEFINANCIAL.COM
4 Steps to Protecting a Child with Disabilities
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
AMETRINEFINANCIAL.COM
Countering Counterfeit Currency
Ever wonder about those free credit scores you get once a year? #creditscore #credit
AMETRINEFINANCIAL.COM
The Lowdown on Those Free Credit Scores
Considering crowdfunding? Take time to do the research first. #Crowdfunding
AMETRINEFINANCIAL.COM
Crowdfunding—Capital for the 21st Century
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
AMETRINEFINANCIAL.COM
Is Term Life Insurance for You?
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
AMETRINEFINANCIAL.COM
Inflation and Your Portfolio
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
AMETRINEFINANCIAL.COM
Monthly Market Insights | February 2021
Sector investing may present an opportunity — if you do your homework. #investing
AMETRINEFINANCIAL.COM
The Utility of Sector Investing
How prepared are you for retirement?
AMETRINEFINANCIAL.COM
The Pre-Retirement Checklist
How literate are you when it comes to your finances? Brush up with these five basics.
AMETRINEFINANCIAL.COM
The Five Basics of Financial Literacy
When was the last time you checked your credit score? #CreditScore
AMETRINEFINANCIAL.COM
How Does Your Credit Score Compare?
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
AMETRINEFINANCIAL.COM
Budgeting After a Divorce
Ever wonder about those free credit scores you get once a year? #creditscore #credit
AMETRINEFINANCIAL.COM
The Lowdown on Those Free Credit Scores
Considering crowdfunding? Take time to do the research first. #Crowdfunding
AMETRINEFINANCIAL.COM
Crowdfunding—Capital for the 21st Century
$100 not spent is more like $143. Intrigued? #taxes #saving
AMETRINEFINANCIAL.COM
Stop Wasting Money
An ILIT could play a role in your estate strategy.
AMETRINEFINANCIAL.COM
A Primer on Irrevocable Life Insurance Trusts
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
AMETRINEFINANCIAL.COM
Tax Rules When Selling Your Home
Have a strategy for discussing healthcare with your parents. #AgingParents
AMETRINEFINANCIAL.COM
Caring for Aging Parents
Is there a role for both active and passive investments in your portfolio?
AMETRINEFINANCIAL.COM
The Great Debate Continues: Active vs. Passive
How prepared are you for retirement?
AMETRINEFINANCIAL.COM
The Pre-Retirement Checklist
Lifestyle inflation can be the enemy of wealth building.
AMETRINEFINANCIAL.COM
Keeping Up with the Joneses
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
AMETRINEFINANCIAL.COM
The SECURE Act
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
AMETRINEFINANCIAL.COM
Is a Variable Annuity Right for Me?
Protect yourself from identity theft. #IdentityTheft
AMETRINEFINANCIAL.COM
To Catch a Thief
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
AMETRINEFINANCIAL.COM
What Do Your Taxes Pay For?
$100 not spent is more like $143. Intrigued? #taxes #saving
AMETRINEFINANCIAL.COM
Stop Wasting Money
How much do you know about stocks?
AMETRINEFINANCIAL.COM
How Stocks Work
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
AMETRINEFINANCIAL.COM
A Fruitful Retirement: Social Security Benefit
Should gold be a part of your diversified portfolio?
AMETRINEFINANCIAL.COM
Should I Invest in Gold?
Check out this video on taxes. #IncomeTax
AMETRINEFINANCIAL.COM
The Facts About Income Tax
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
AMETRINEFINANCIAL.COM
Password Protection Strategies
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
AMETRINEFINANCIAL.COM
Monthly Market Insights | March 2021
The financial risks to consider when evaluating self insurance? #Insurance
AMETRINEFINANCIAL.COM
When to Self-Insure
Developing a retirement strategy? It's critical to know the differences between investment types.
AMETRINEFINANCIAL.COM
Traditional vs. Roth IRA
In the world of finance, the effects of the "confidence gap" can be especially apparent.
AMETRINEFINANCIAL.COM
Bridging the Confidence Gap
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
AMETRINEFINANCIAL.COM
When Markets React
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
AMETRINEFINANCIAL.COM
Weighing the Benefits of Prepaid Debit Cards
How much do you know about stocks?
AMETRINEFINANCIAL.COM
How Stocks Work
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
AMETRINEFINANCIAL.COM
What Is a 1035 Exchange?
How much is enough for your emergency fund?
AMETRINEFINANCIAL.COM
Your Emergency Fund: How Much Is Enough?
Ametrine Financial & Insurance Services updated their address.
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
AMETRINEFINANCIAL.COM
Social Security: The Elephant in the Room
Consider a bucket plan to go with your bucket list.
AMETRINEFINANCIAL.COM
A Bucket Plan to Go with Your Bucket List
Do you know what your #insurance needs are, when you’re married, with children?
AMETRINEFINANCIAL.COM
Insurance Needs Assessment: Married With Children
