How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
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The Three Keys to a Great Password
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
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
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
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?
Have you heard these three common misconceptions about #SocialSecurity?
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Don't Buy The Hype
Do you know how long it may take for your investments to double in value?
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The Rule of 72
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
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?
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
If you thought that payouts from life insurance are tax-free in all cases, think again.
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When Life Insurance Becomes Taxable
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
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
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
There are ways to protect your business in the event of your death or the death of a partner.
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Insuring Your Business With a Buy/Sell Agreement
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
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Planning for the Expected
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
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
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
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
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
When was the last time you paid yourself first?
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Pay Yourself First
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
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
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
ASCENSIONFP.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
Have you heard these three common misconceptions about #SocialSecurity?
ASCENSIONFP.COM
Don't Buy The Hype
Do you know how long it may take for your investments to double in value?
ASCENSIONFP.COM
The Rule of 72
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
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 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
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
Do you have a will? Is it updated?
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When Do You Need a Will?
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
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
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Are you ready for school—again?
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Estimating the Cost of College
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
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
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
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
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
ASCENSIONFP.COM
A Taxing Story: Capital Gains and Losses
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 key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
ASCENSIONFP.COM
Choosing a Business Structure
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
ASCENSIONFP.COM
A Taxing Story: Capital Gains and Losses
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
ASCENSIONFP.COM
Monthly Market Insights | January 2021
The key to #healthcare in retirement might be a patchwork of different choices.
ASCENSIONFP.COM
Extended Care: A Patchwork of Possibilities
Your #insurance needs don’t stay the same when the nest empties, but what changes?
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Insurance Needs Assessment: For Empty Nesters and Retirees
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
Do you have a will? Is it updated?
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When Do You Need a Will?
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
ASCENSIONFP.COM
How Income Taxes Work
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
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
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
Your #insurance needs don’t stay the same when the nest empties, but what changes?
ASCENSIONFP.COM
Insurance Needs Assessment: For Empty Nesters and Retirees
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
ASCENSIONFP.COM
How to Make the Tax Code Work for You
Do you have a will? Is it updated?
ASCENSIONFP.COM
When Do You Need a Will?
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
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
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
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
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
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
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
ASCENSIONFP.COM
Monthly Market Insights | February 2021
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Check out this video on taxes. #IncomeTax
ASCENSIONFP.COM
The Facts About Income Tax
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
ASCENSIONFP.COM
A Home Insurance Claim: To File Or Not To File
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
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?
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
ASCENSIONFP.COM
Social Security: The $64,000 Question
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
ASCENSIONFP.COM
Monthly Market Insights | February 2021
Buying a home may be your largest financial commitment. Which loan is best for your situation?
ASCENSIONFP.COM
Fixed or Variable Mortgage, Which Should You Pick?
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
ASCENSIONFP.COM
Tax Rules When Selling Your Home
The financial risks to consider when evaluating self insurance? #Insurance
ASCENSIONFP.COM
When to Self-Insure
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
ASCENSIONFP.COM
What Is a 1035 Exchange?
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
ASCENSIONFP.COM
Password Protection Strategies
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
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
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
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?
Buying a home may be your largest financial commitment. Which loan is best for your situation?
ASCENSIONFP.COM
Fixed or Variable Mortgage, Which Should You Pick?
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
ASCENSIONFP.COM
Tax Rules When Selling Your Home
The financial risks to consider when evaluating self insurance? #Insurance
ASCENSIONFP.COM
When to Self-Insure
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
ASCENSIONFP.COM
Monthly Market Insights | March 2021
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
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
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
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.
ASCENSIONFP.COM
Do You Owe The AMT?
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
#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
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
ASCENSIONFP.COM
Monthly Market Insights | March 2021
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
ASCENSIONFP.COM
Inflation and Your Portfolio
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
When the rules of the game change, tactics should follow in response to the new landscape.
ASCENSIONFP.COM
Revising Estate Strategy Assumptions
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
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
ASCENSIONFP.COM
Financial Aid for Students 101
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
ASCENSIONFP.COM
Gap Insurance for Leased Cars
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
ASCENSIONFP.COM
Monthly Market Insights | March 2021
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
When the rules of the game change, tactics should follow in response to the new landscape.
ASCENSIONFP.COM
Revising Estate Strategy Assumptions
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
ASCENSIONFP.COM
Once Upon a Goal
If you don’t have an #estatestrategy, here’s some reasons why you should.
ASCENSIONFP.COM
Why Everyone Needs an Estate Strategy
