Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
The sooner you begin investing, the longer your money can work for you.
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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?
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
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
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
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
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
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
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
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
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
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
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
Pandemics, Elections, Confusion... A market correction may be on the way!
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What Smart Investors Know About Corrections
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
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
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...
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2021 Limits for IRAs, 401(k)s and More
Lifestyle inflation can be the enemy of wealth building.
CAVUFINANCIAL.COM
Keeping Up with the Joneses
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
CAVUFINANCIAL.COM
Understanding 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?
FINANCEINSIGHTS.NET
Why It's a Mistake to Worry About Market Corrections
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
College, kids and costs.
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Getting a Head Start on College Savings
FINANCEINSIGHTS.NET
What You Need to Know About Market Corrections
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
Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500 picked up 1.25%...
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Weekly Market Insights: Vaccine Rollout Spurs Markets
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
FINANCEINSIGHTS.NET
7 Things We Can Learn from 2020
FINANCEINSIGHTS.NET
How Corrections Work & Why It Matters to Investors
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
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
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors.The Dow Jones Industrial Average gained 1.35%, while the Standard & Poor’s 500 increased...
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Weekly Market Insights: The Year in Review
When was the last time you paid yourself first?
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Pay Yourself First
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
FINANCEINSIGHTS.NET
7 Things We Can Learn from 2020
FINANCEINSIGHTS.NET
How Corrections Work & Why It Matters to Investors
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
Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500...
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Weekly Market Insights: Markets Start 2021 on a High
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
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
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
FINANCEINSIGHTS.NET
Inspiring Lessons We Can All Take Away from 2020
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
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
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Planning for the Expected
FINANCEINSIGHTS.NET
The Simple & Life-Changing Lessons of 2020
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
CAVUFINANCIAL.COM
IRA Withdrawals that Escape the 10% Tax Penalty
Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500...
CAVUFINANCIAL.COM
Weekly Market Insights: Markets Start 2021 on a High
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
CAVUFINANCIAL.COM
From Boats to Brokers
Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way.The Dow Jones Industrial Average gained 0.59%, while the Standard &...
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Weekly Market Insights: Optimism Stimulates Markets
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
FINANCEINSIGHTS.NET
What Was the Biggest Lesson You Learned in 2020?
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
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Medicare vs. Medicaid
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
Are you ready for school—again?
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Estimating the Cost of College
How many credit cards do you have?
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Spotting Credit Trouble
Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way.The Dow Jones Industrial Average gained 0.59%, while the Standard &...
CAVUFINANCIAL.COM
Weekly Market Insights: Optimism Stimulates Markets
Nobel-prize-winning investment research.
CAVUFINANCIAL.COM
The Ivory Tower Changes Wall Street
You’re the conductor of your 401k, IRA and taxable savings.
CAVUFINANCIAL.COM
Orchestrating Your Retirement Accounts
FINANCEINSIGHTS.NET
What Was the Biggest Lesson You Learned in 2020?
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
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
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
CAVUFINANCIAL.COM
Understanding the SECURE Act
Say it ain't so! What has our world come to when AOC and Ted Cruz agree on something? Well, when it comes to the "short squeeze" they do! Find out how. Read the article from First Trust attached. Click Here: AOC and Ted Cruz, Agree! Yikes!
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AOC and Ted Cruz, Agree!
Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies.The Dow Jones Industrial Average lost 3.27%, while the Standard &...
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Weekly Market Insights: Unexpected Trading Rattles Market
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
There are ways to protect your business in the event of your death or the death of a partner.
CAVUFINANCIAL.COM
Insuring Your Business With a Buy/Sell Agreement
Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The...
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Weekly Market Insights: Markets Go Back to Basics
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
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
CAVUFINANCIAL.COM
Monthly Market Insights | February 2021
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
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
CAVUFINANCIAL.COM
Understanding the SECURE Act
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
CAVUFINANCIAL.COM
Building Your Legacy
Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....
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Weekly Market Insights: Fed Chair Says No Change For Now
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
There are ways to protect your business in the event of your death or the death of a partner.
CAVUFINANCIAL.COM
Insuring Your Business With a Buy/Sell Agreement
Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The...
CAVUFINANCIAL.COM
Weekly Market Insights: Markets Go Back to Basics
Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading.The Dow Jones Industrial Average gained 0.11% for the week. But...
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Weekly Market Insights: Rising Inflation Concerns
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
CAVUFINANCIAL.COM
Building Your Legacy
Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....
CAVUFINANCIAL.COM
Weekly Market Insights: Fed Chair Says No Change For Now
The key to #healthcare in retirement might be a patchwork of different choices.
CAVUFINANCIAL.COM
Extended Care: A Patchwork of Possibilities
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower.The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined...
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Weekly Market Insights: Rising Bond Yields Diminish Stocks
[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
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading.The Dow Jones Industrial Average gained 0.11% for the week. But...
CAVUFINANCIAL.COM
Weekly Market Insights: Rising Inflation Concerns
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
CAVUFINANCIAL.COM
Monthly Market Insights | March 2021
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'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower.The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined...
CAVUFINANCIAL.COM
Weekly Market Insights: Rising Bond Yields Diminish Stocks
[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
What would happen to your loved ones if you were gone? Make financial preparations today.
CAVUFINANCIAL.COM
Variable Universal Life Insurance
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
CAVUFINANCIAL.COM
Choosing a Business Structure
Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally. The Dow Jones Industrial Average gained 1.82%, while the Standard &...
CAVUFINANCIAL.COM
Weekly Market Insights: Stocks React Sharply to Bonds, Inflation
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
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
CAVUFINANCIAL.COM
Monthly Market Insights | March 2021
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?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
CAVUFINANCIAL.COM
Tax Deductions You Won't Believe
Stocks touched new record highs last week as bond yields steadied, a fiscal relief bill was signed into law, and confidence in a strong economic recovery grew.The Dow Jones Industrial Average gained 4.07%, while the Standard &...
CAVUFINANCIAL.COM
Weekly Market Insights: Economy Reacts to COVID-19 Stimulus
Do you need umbrella insurance? Find out more. #LiabilityInsurance
CAVUFINANCIAL.COM
Keep Your Umbrella Handy
What would happen to your loved ones if you were gone? Make financial preparations today.
CAVUFINANCIAL.COM
Variable Universal Life Insurance
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
CAVUFINANCIAL.COM
Choosing a Business Structure
Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally. The Dow Jones Industrial Average gained 1.82%, while the Standard &...
CAVUFINANCIAL.COM
Weekly Market Insights: Stocks React Sharply to Bonds, Inflation
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
CAVUFINANCIAL.COM
Medicare vs. Medicaid
Rising bond yields and improving economic conditions led to a choppy week of trading that ended in modest losses for investors.The Dow Jones Industrial Average fell 0.46%, while the Standard & Poor’s 500 declined 0.77%. The...
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Weekly Market Insights: Modest Losses After Choppy Week
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
CAVUFINANCIAL.COM
Tax Deductions You Won't Believe
Stocks touched new record highs last week as bond yields steadied, a fiscal relief bill was signed into law, and confidence in a strong economic recovery grew.The Dow Jones Industrial Average gained 4.07%, while the Standard &...
CAVUFINANCIAL.COM
Weekly Market Insights: Economy Reacts to COVID-19 Stimulus
