The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
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Directors and Officers Liability Insurance
#Medicare has gaps, but there are pieces to fill those gaps.
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A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
WWW-KIPLINGER-COM.CDN.AMPPROJECT.ORG
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
#LPLOutlook 2021: Powering Forward reviews the economy, stocks, and bonds, and what we can expect
in a new administration. http://view.ceros.com/lpl/outlook-2021/p/1
MESSENGER
Avidia Investment Services - McDonald Team updated their info in the about section.
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
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
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
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
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
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
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Directors and Officers Liability Insurance
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
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
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
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
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
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
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
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?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
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
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
