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
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
Learn 5 smart strategies to help you pursue your investment objectives.
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www.brendonpierson.com
7 things young people should do with their money:
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1. Open a checking and savings account.
2. Create a budget.
3. Begin establishing a line or two of credit if you haven't already.
4. If your job offers a 401(k), put money into it!
5. Increase your financial literacy. Learn. Learn. Learn.
6. Open a brokerage account.
7. Invest.
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
Concerned about the social impact of your investments?
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Investing with Your Heart
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
When was the last time you updated your will?
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Will Power
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
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
#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
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
Does your business have a retirement strategy that fits your short, long-term needs?
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Choosing a Retirement Plan that Fits Your Business
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
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Insurance Needs Assessment: When You're Young and Single
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
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
How prepared are you for retirement?
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The Pre-Retirement Checklist
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
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
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
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
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
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
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Do you have a will? Is it updated?
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When Do You Need a Will?
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
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
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
Take an inside look into Simplified Employee Pension plans.
MYF.MG
myf.mg
Learn 5 smart strategies to help you pursue your investment objectives.
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5 Smart Investing Strategies
"Never give up then, for that's just the place and time that the tide'll turn." – Harriet Beecher Stowe
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Our Workforce Management team provides comprehensive payroll services for companies that value flexibility, affordability and responsiveness. Whether your company has one employee or hundreds, we can customize a specific, confidential solution to improve operational efficiency and keep you in compliance. 👩🏼🏫
Contact us today to learn more about outsourced payroll services!
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Human Resource Management System - WorkforceHUB
Do you have a will? Is it updated?
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When Do You Need a Will?
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
“Never apologize for showing feeling. When you do so, you apologize for truth.” – Benjamin Disraeli
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
“Don’t let what you cannot do interfere with what you can do.” – John R. Wooden
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
HR Leaders! It's time to get out from underneath paperwork and manual processes. You can drive the change. 😎
Our Workforce Management team provides comprehensive payroll services for companies that value flexibility, affordability and responsiveness. Whether your company has one employee or hundreds, we can customize a specific, confidential solution to improve operational efficiency and keep you in compliance. 👩🏼🏫
Contact us today to learn more about outsourced payroll services!
http://bit.ly/BPINC213
VIMEO.COM
Human Resource Management System - WorkforceHUB
Do you have a will? Is it updated?
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When Do You Need a Will?
How much do you know about stocks?
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How Stocks Work
“Success is liking yourself, liking what you do, and liking how you do it.” – Maya Angelou
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
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
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
“Don’t let what you cannot do interfere with what you can do.” – John R. Wooden
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
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The A, B, C, & D of Medicare
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
How much do you know about stocks?
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How Stocks Work
“Success is liking yourself, liking what you do, and liking how you do it.” – Maya Angelou
How will your investments weather the ups and downs of the business cycle?
BRENDONPIERSON.COM
The Business Cycle
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
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
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
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
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
BRENDONPIERSON.COM
The A, B, C, & D of Medicare
Three tips for giving smart from the heart.
BRENDONPIERSON.COM
Charitable Giving: Smart from the Heart
How much do you know about stocks?
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How Stocks Work
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
BRENDONPIERSON.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
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
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
BRENDONPIERSON.COM
How to Read Your Credit Report
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
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The A, B, C, & D of Medicare
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
BRENDONPIERSON.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
What are your family’s top priorities today? What will they be in five or 10 years?
We can help you put strategies in place to minimize estate taxes at death.
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
How prepared are you for retirement?
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The Pre-Retirement Checklist
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Properly-allocated investments in the right accounts can help you keep more of what is yours. Call us today for a tax-smart investing review.
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
THANK YOU Sticker Mule FOR OUR GORGEOUS CUSTOM BRANDED TAPE!
We can help you orchestrate a tax-smart personal investment program that meets your needs today and your goals for tomorrow.
If you don’t know where you’re going, how will you know when you get there?
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
What’s your definition of disability? Is it the same as your insurance carrier’s definition?
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
We can help guide you through the unexpected.
What dreams do you have for your children or grandchildren? Let’s put a plan in place to help them achieve them.
When did you last review your business succession plan? We can help you develop an exit strategy for monetizing your business.
A strategic plan for harvesting investment losses to offset capital gains can reduce this year’s tax bill. Let’s find the right balance together.
Together, we can determine how much money can you safely withdraw from your investments each year to supplement your retirement lifestyle.
When it comes to required minimum distributions, taking too much — or too little — can leave you in a pickle.
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
BRENDONPIERSON.COM
How Women Can Prepare For Retirement
What the bottle says! ⤵️ 🤗
Tax-advantaged investments can help you cultivate a strong portfolio and a long‑term tax planning strategy.
A tax-smart financial plan can help you keep more of what you earn.
For trusted advice on preparing for and handling life’s surprises, call us to schedule a wealth care checkup.
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
Stay in your current plan, roll over or cash out – we can help you make the right choice to meet your long-term plans.
With the right investment and insurance solutions, saving for retirement doesn’t have to be a hard nut to crack.
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
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
It can be a bear to balance everything you need to consider when making estate planning decisions. We can help you create a plan that’s just right for you and your loved ones.
The right insurance solutions can help your loved ones weather financial storms and safely reach their financial goals.
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
A tax-smart financial plan can help you keep more of what you earn.
