Have you heard these three common misconceptions about #SocialSecurity?
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Don't Buy The Hype
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
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
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
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
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
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
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Understanding the Basics of Medigap Policies
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
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Budgeting After a Divorce
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
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
When was the last time you updated your will?
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Will Power
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
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?
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