#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
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
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
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
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
Three tips for giving smart from the heart.
BAUCOMWEALTH.COM
Charitable Giving: Smart from the Heart
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
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?
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
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Probate can be a complex process, filled with very specific legal requirements. Something to avoid?
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Problems with Probate
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
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?
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
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
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
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
What would happen to your loved ones if you were gone? Make financial preparations today.
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Variable Universal Life Insurance
