Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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From Boats to Brokers
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
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?
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
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Jane Bond: Decoding Diversification
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Are you ready for school—again?
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Estimating the Cost of College
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
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 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
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?
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
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?
Do you know how long it may take for your investments to double in value?
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The Rule of 72
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
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
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
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
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
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
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
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
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
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
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
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
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
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
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
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
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
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
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
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
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
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
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Why Medicare Should Be Part of Your Retirement Strategy
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
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?
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
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
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
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
BROLENDAVIS.COM
Why Medicare Should Be Part of Your Retirement Strategy
Generate income and rebuild principal. A powerful one-two punch.
BROLENDAVIS.COM
Split Annuity Strategy
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
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?
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
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?
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
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
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
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
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
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?
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
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
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Lifestyle inflation can be the enemy of wealth building.
BROLENDAVIS.COM
Keeping Up with the Joneses
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
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
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
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 few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
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?
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Do global and international mutual funds complement or conflict with each other?
BROLENDAVIS.COM
Global vs. International: What’s The Difference?
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
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
Do you have a will? Is it updated?
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When Do You Need a Will?
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
BROLENDAVIS.COM
Once Upon a Goal
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
BROLENDAVIS.COM
Social Security: Maximizing Benefits
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
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?
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
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
Should gold be a part of your diversified portfolio?
BROLENDAVIS.COM
Should I Invest in Gold?
Do you have a will? Is it updated?
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When Do You Need a Will?
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
BROLENDAVIS.COM
What Smart Investors Know
Every year since 1947, the U.S. President pens an economics textbook.
BROLENDAVIS.COM
Required Reading: The Economic Report of the President
Do you know how long it may take for your investments to double in value?
BROLENDAVIS.COM
The Rule of 72
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
BROLENDAVIS.COM
“Dirty Dozen” Tax Scams to Watch For
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
BROLENDAVIS.COM
Social Security Benefits: How Much Will I Receive
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
BROLENDAVIS.COM
Where Is the Market Headed?
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
BROLENDAVIS.COM
Yours, Mine, and Ours: Estate Strategies for Second Marriages
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
BROLENDAVIS.COM
What Smart Investors Know
Every year since 1947, the U.S. President pens an economics textbook.
BROLENDAVIS.COM
Required Reading: The Economic Report of the President
Do you know how long it may take for your investments to double in value?
BROLENDAVIS.COM
The Rule of 72
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
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
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Understanding Homeowner’s Insurance
When considering a record keeping system for your business, you need to ask yourself some very important questions
BROLENDAVIS.COM
Keeping Good Records is Good Business
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
BROLENDAVIS.COM
Social Security: The Elephant in the Room
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
BROLENDAVIS.COM
Yours, Mine, and Ours: Estate Strategies for Second Marriages
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
BROLENDAVIS.COM
Certain Uncertainties in Retirement
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
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
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
BROLENDAVIS.COM
Understanding Homeowner’s Insurance
When considering a record keeping system for your business, you need to ask yourself some very important questions
BROLENDAVIS.COM
Keeping Good Records is Good Business
