U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
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?
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
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
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
[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
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?
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Averett Financial is excited to welcome Tanner Lemaster to our team! Please read down below to learn more about him or check out our website.
www.averettfinancial.com
#financialplanning #txcpa #AverettFinancial
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 what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
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?
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
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 how long it may take for your investments to double in value?
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The Rule of 72
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
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?
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
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing