You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
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
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
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
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
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
How much do you know about stocks?
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How Stocks Work
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
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?
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
When was the last time you updated your will?
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Will Power
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 101
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
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?
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
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
An ILIT could play a role in your estate strategy.
CAPROCKWA.COM
A Primer on Irrevocable Life Insurance Trusts
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
Thank you for joining us! If you have questions you would like for us to answer, please comment on the link to the FB Live or send us an email. We want to be able to answer as many questions as we can.
TUE, NOV 3
2020 Election Q&A
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
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
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?
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
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
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
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
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When Does Your Personal Car Become a Commercial Vehicle?
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Important Birthdays Over 50
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
Your #insurance needs don’t stay the same when the nest empties, but what changes?
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Insurance Needs Assessment: For Empty Nesters and Retirees
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
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An Overview of Renter’s Insurance
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
Concerned about the social impact of your investments?
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Investing with Your Heart
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
M0 is the total of all physical currency worldwide. What’s it look like?
CAPROCKWA.COM
How Big is Money?
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
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
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
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?
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
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
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
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?
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
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
When was the last time you updated your will?
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Will Power
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
CAPROCKWA.COM
Year-End Charitable Gifting and You
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
CAPROCKWA.COM
Countering Counterfeit Currency
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
CAPROCKWA.COM
The Cost of Medical Care
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
CAPROCKWA.COM
What Is a 1035 Exchange?
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
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
CAPROCKWA.COM
Retiring the 4% Rule
When was the last time you updated your will?
CAPROCKWA.COM
Will Power
Happy New Year from all of us at CapRock Wealth Advisors!! #2021 #HappyNewYear #NewBeginnings #FinancialIndependence
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
CAPROCKWA.COM
When Special Care Is Needed: The Special Needs Trust
Second homes have unique risks and insuring them is different than a primary home.
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Insuring Your Second Home
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
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
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?
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
How prepared are you for retirement?
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The Pre-Retirement Checklist
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Happy New Year from all of us at CapRock Wealth Advisors!! #2021 #HappyNewYear #NewBeginnings #FinancialIndependence
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
CAPROCKWA.COM
When Special Care Is Needed: The Special Needs Trust
A home is the single largest financial commitment for most people. What mortgage fits you best?
CAPROCKWA.COM
Choosing a Mortgage
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
CAPROCKWA.COM
Five Most Overlooked Tax Deductions
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
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.
CAPROCKWA.COM
Do You Owe The AMT?
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
It’s possible to avoid these classic #retirement traps, with a little preparation.
CAPROCKWA.COM
Retirement Traps to Avoid
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
CAPROCKWA.COM
Jane Bond: Decoding Diversification
There are benefits and limitations when using a living trust. #LivingTrust
CAPROCKWA.COM
A Living Trust Primer
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
CAPROCKWA.COM
Perception vs. Reality
A home is the single largest financial commitment for most people. What mortgage fits you best?
CAPROCKWA.COM
Choosing a Mortgage
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
CAPROCKWA.COM
Five Most Overlooked Tax Deductions
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
CAPROCKWA.COM
Investing for Impact
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
CAPROCKWA.COM
Errors and Omissions Insurance
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
It’s possible to avoid these classic #retirement traps, with a little preparation.
CAPROCKWA.COM
Retirement Traps to Avoid
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
CAPROCKWA.COM
Jane Bond: Decoding Diversification
There are benefits and limitations when using a living trust. #LivingTrust
CAPROCKWA.COM
A Living Trust Primer
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
CAPROCKWA.COM
Prescription Drug Benefits Under Medicare (Part D)
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
CAPROCKWA.COM
Fallen Tree Damage—Who Pays?
College, kids and costs.
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Getting a Head Start on College Savings
How many credit cards do you have?
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Spotting Credit Trouble
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
CAPROCKWA.COM
Investing for Impact
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
CAPROCKWA.COM
Errors and Omissions Insurance
