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
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
What charitable organizations do you support? Have you considered strategies other than writing checks?
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Trends in Charitable Giving
Long-term care: three words many people hope they'll never need.
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Understanding Long-Term Care
Being sick is no fun -- and it can be expensive. (ARTICLE)
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Putting a Price Tag On Your Health
One way of safeguarding a business is to create a buy-sell agreement. Find out more.
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Insuring Your Business With a Buy/Sell Agreement
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
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
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
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Gap Insurance for Leased Cars
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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Dog Bites Neighbor. Now What?
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
Do you have the proper estate management documents in place? Ignoring it isn't sound strategy.
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Estate Management Checklist
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
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?
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Understanding the Basics of Medigap Policies
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
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
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
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
What every parent needs to know about insuring his or her #teen #driver. #insurance
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Buying Auto Insurance For Teen Drivers
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
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
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
