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
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
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
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
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
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
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Should You Invest in Exchange Traded Funds?
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
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
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
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 markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
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?
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
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:
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Replacing Your Medicare Card
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
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
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
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
https://www.scientificamerican.com/article/brain-scientists-tap-secrets-of-staying-healthy-while-aging/
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
MULLINVESTMENT.COM
Silver Sneakers 101
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
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
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
Earnings season can move markets. Find out why.
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Earnings for All Seasons
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
Thankful to serve as a SmartVestor Pro
WWW.DAVERAMSEY.COM
Never Invest Alone Again
When was the last time you updated your will?
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Will Power
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
Learn how #insurance #deductibles work, and how they can help you save money.
MULLINVESTMENT.COM
How Insurance Deductibles Work
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
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
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
Learn how #insurance #deductibles work, and how they can help you save money.
MULLINVESTMENT.COM
How Insurance Deductibles Work
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
MULLINVESTMENT.COM
Estate Management Checklist
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
MULLINVESTMENT.COM
Social Security: The $64,000 Question
It’s possible to avoid these classic #retirement traps, with a little preparation.
MULLINVESTMENT.COM
Retirement Traps to Avoid
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
MULLINVESTMENT.COM
Monthly Market Insights | January 2021
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
MULLINVESTMENT.COM
Retiring Wild: National Parks and You
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
MULLINVESTMENT.COM
Retiring Wild: National Parks and You
Bring on good news!
Kevin Brown
January 4, 2017 at 10:47 AM ·
How literate are you when it comes to your finances? Brush up with these five basics.
MULLINVESTMENT.COM
The Five Basics of Financial Literacy
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
MULLINVESTMENT.COM
Critical Estate Documents
Considering crowdfunding? Take time to do the research first. #Crowdfunding
MULLINVESTMENT.COM
Crowdfunding—Capital for the 21st Century
It’s possible to avoid these classic #retirement traps, with a little preparation.
MULLINVESTMENT.COM
Retirement Traps to Avoid
Did you know you can trade in an annuity or a life insurance policy without triggering a tax bill?
MULLINVESTMENT.COM
What Is a 1035 Exchange?
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
MULLINVESTMENT.COM
Jane Bond: Decoding Diversification
Bring on good news!
Kevin Brown
January 4, 2017 at 10:47 AM ·
How literate are you when it comes to your finances? Brush up with these five basics.
MULLINVESTMENT.COM
The Five Basics of Financial Literacy
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
MULLINVESTMENT.COM
Critical Estate Documents
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
MULLINVESTMENT.COM
When Should You Take Social Security
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
MULLINVESTMENT.COM
Investments
Just entering retirement? Here's what you need to know.
MULLINVESTMENT.COM
9 Facts About Retirement
Did you know you can trade in an annuity or a life insurance policy without triggering a tax bill?
MULLINVESTMENT.COM
What Is a 1035 Exchange?
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
MULLINVESTMENT.COM
Jane Bond: Decoding Diversification
Consider a bucket plan to go with your bucket list. #RetirementSavings
MULLINVESTMENT.COM
A Bucket Plan to Go with Your Bucket List
Economic Perspectives Feb 2021 - interesting outlook
https://go.cnr.com/webmail/82322/635814211/1c89c20075212fd55b5e149c39ca6a5c74d2b453c9ded3a9f7f4d3e7d2ce3124
GO.CNR.COM
*|MC:SUBJECT|*
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
MULLINVESTMENT.COM
An Overview of Renter’s Insurance
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
MULLINVESTMENT.COM
When Should You Take Social Security
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
MULLINVESTMENT.COM
Investments
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
MULLINVESTMENT.COM
Monthly Market Insights | February 2021
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
MULLINVESTMENT.COM
When Heirs are Imperfect
Consider a bucket plan to go with your bucket list. #RetirementSavings
MULLINVESTMENT.COM
A Bucket Plan to Go with Your Bucket List
Here are a few key factors to consider when naming an executor for your estate.
MULLINVESTMENT.COM
And the Executor Is
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
MULLINVESTMENT.COM
Is a Variable Annuity Right for Me?
Over age 50? You may be able to catch-up on retirement.
MULLINVESTMENT.COM
Catch-Up Contributions
Attention Estate Executors: Do you know about the Alternate Valuation Date?
MULLINVESTMENT.COM
Understanding the Alternate Valuation Date
https://www.facebook.com/192119080811640/posts/3928148070542037/
Kingdom Advisors
February 19 at 2:10 PM ·
Congratulations to Howard Dayton on receiving the 2021 Larry Burkett Award! (presented by our founding director Ron Blue)
Our industry owes an immense debt of gratitude to these three men. One of our favorite moments of the 2021 #kingdomadvisors conference!
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
MULLINVESTMENT.COM
“Dirty Dozen” Tax Scams to Watch For
#kingdomadvisors
What is all of the hype about Bitcoin?
https://www.hartfordfunds.com/practice-management/client-conversations/10-things-you-should-know-about-bitcoin.html?utm_source=hartfordfunds.com&utm_medium=email&utm_campaign=2021-02-17-CC-SUB-Bitcoin&utm_content=client_conversations&mkt_tok=ODYxLVJXUy02OTkAAAF7UFb36NsHbeQxLDZlCwormtWGDDNeTfC-Gu5ARabxm5I2DhLQol_P_Tax4KhtzCsnYiKTdqk70VUbmFLTm2FJUAk6_AnbT6gg8rqBDQAVnD6c9w
HARTFORDFUNDS.COM
10 Things You Should Know About Bitcoin
Social host laws may make you responsible for underage drinking in your home, even if you are away.
MULLINVESTMENT.COM
Teen Drinking and Your Liability
Ben Franklin used compound interest to make big contributions to his two favorite cities.
MULLINVESTMENT.COM
The Power of Compound Interest
Attention Estate Executors: Do you know about the Alternate Valuation Date?
MULLINVESTMENT.COM
Understanding the Alternate Valuation Date
https://www.facebook.com/192119080811640/posts/3928148070542037/
Kingdom Advisors
February 19 at 2:10 PM ·
Congratulations to Howard Dayton on receiving the 2021 Larry Burkett Award! (presented by our founding director Ron Blue)
Our industry owes an immense debt of gratitude to these three men. One of our favorite moments of the 2021 #kingdomadvisors conference!
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
MULLINVESTMENT.COM
“Dirty Dozen” Tax Scams to Watch For
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
MULLINVESTMENT.COM
Monthly Market Insights | March 2021
Your financial future is calling. Develop a strategy for your investments today.
MULLINVESTMENT.COM
The Cost of Procrastination
10 tips that can head-off marriage money problems.
MULLINVESTMENT.COM
Prevent a Rift: Money Tips for Newlyweds
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
MULLINVESTMENT.COM
Social Security: By the Numbers
Social host laws may make you responsible for underage drinking in your home, even if you are away.
MULLINVESTMENT.COM
Teen Drinking and Your Liability
How much do you know about stocks?
MULLINVESTMENT.COM
How Stocks Work
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
MULLINVESTMENT.COM
Tax Rules When Selling Your Home
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
MULLINVESTMENT.COM
Monthly Market Insights | March 2021
Your financial future is calling. Develop a strategy for your investments today.
MULLINVESTMENT.COM
The Cost of Procrastination
10 tips that can head-off marriage money problems.
MULLINVESTMENT.COM
Prevent a Rift: Money Tips for Newlyweds
Surprises crop up every day, and they’re a great reason to work with us.
MULLINVESTMENT.COM
Surprises
69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:
MULLINVESTMENT.COM
How to Conquer the World - 5 Financial Strategies for Savvy Single Women
Do your kids have the right stuff for college? #CollegePrep
MULLINVESTMENT.COM
Countdown to College
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
MULLINVESTMENT.COM
Money that Buys Good Health is Never Ill Spent
How much do you know about stocks?
MULLINVESTMENT.COM
How Stocks Work
Have you maxed out your Roth IRA for 2020, time is running out!
https://www.daveramsey.com/blog/do-you-have-the-right-ira-for-retirement
DAVERAMSEY.COM
Do You Have the Right IRA for Your Retirement?
Whether you realize it or not, you’ve allocated your assets.
MULLINVESTMENT.COM
A Decision Not Made Is Still a Decision
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?
It can be difficult sometimes to think about the future during times like these. But if you did, how would you retire in a post-pandemic world?
MULLINVESTMENT.COM
Retiring in a Post-Pandemic World
Surprises crop up every day, and they’re a great reason to work with us.
MULLINVESTMENT.COM
Surprises
