Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
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Understanding Homeowner’s Insurance
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
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An Overview of Renter’s Insurance
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
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
What every parent needs to know about insuring his or her #teen #driver. #insurance
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Buying Auto Insurance For Teen Drivers
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Inventorying Your Possessions
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
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
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Mortgages in Retirement
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering 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
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
College, kids and costs.
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Getting a Head Start on College Savings
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
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
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
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
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Inventorying Your Possessions
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
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Prescription Drug Benefits Under Medicare (Part D)
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
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
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
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?
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
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The ABC’s of Auto Insurance
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
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
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
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
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
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
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
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
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?
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
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
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?
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
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Breaking Down the Parts of Medicare
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
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
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Where Is the Market Headed?
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
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
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?
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
What would happen to your loved ones if you were gone? Make financial preparations today.
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Variable Universal Life Insurance
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
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Breaking Down the Parts of Medicare
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
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
AWAJAX.COM
Where Is the Market Headed?
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
What would happen to your loved ones if you were gone? Make financial preparations today.
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Variable Universal Life Insurance
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
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Breaking Down the Parts of Medicare
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
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle