Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
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?
If you thought that payouts from life insurance are tax-free in all cases, think again.
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When Life Insurance Becomes Taxable
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
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?
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
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
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
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
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
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
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
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
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
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
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
Social host laws may make you responsible for underage drinking in your home, even if you are away.
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Teen Drinking and Your Liability
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
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?
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
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
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
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
College, kids and costs.
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Getting a Head Start on College Savings
Earnings season can move markets. Find out why.
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Earnings for All Seasons
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
COGFS.COM
Life and Death of a Twenty Dollar Bill
The average college senior graduates with credit card debt. How will your kids manage money?
COGFS.COM
Do Your Kids Know The Value of a Silver Spoon?
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
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
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
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
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
COGFS.COM
What Smart Investors Know
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?
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
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
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
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
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?
When was the last time you paid yourself first?
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Pay Yourself First
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?
Do you have a will? Is it updated?
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When Do You Need a Will?
Check out this video on taxes. #IncomeTax
COGFS.COM
The Facts About Income Tax
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?
#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
Lifestyle inflation can be the enemy of wealth building.
COGFS.COM
Keeping Up with the Joneses
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
COGFS.COM
What Is a 1035 Exchange?
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
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
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Do you have a will? Is it updated?
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When Do You Need a Will?
Check out this video on taxes. #IncomeTax
COGFS.COM
The Facts About Income Tax
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
COGFS.COM
What Do Your Taxes Pay For?
Social host laws may make you responsible for underage drinking in your home, even if you are away.
COGFS.COM
Teen Drinking and Your Liability
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Concerned about the social impact of your investments?
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Investing with Your Heart
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
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
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
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
The average college senior graduates with credit card debt. How will your kids manage money?
COGFS.COM
Do Your Kids Know The Value of a Silver Spoon?
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
COGFS.COM
What Do Your Taxes Pay For?
Social host laws may make you responsible for underage drinking in your home, even if you are away.
COGFS.COM
Teen Drinking and Your Liability
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
COGFS.COM
Year-End Charitable Gifting and You
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
COGFS.COM
Breaking Down the Parts of Medicare
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
COGFS.COM
Monthly Market Insights | January 2021
Do you know how long it may take for your investments to double in value?
COGFS.COM
The Rule of 72
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
COGFS.COM
Value vs. Growth Investing
The savings rate is the government’s estimate of how much U.S. households are saving.
COGFS.COM
U.S. Personal Savings Rate
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
COGFS.COM
What is the Value of Your Business?
Have you heard these three common misconceptions about #SocialSecurity?
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Don't Buy The Hype
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
COGFS.COM
Year-End Charitable Gifting and You
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
COGFS.COM
Breaking Down the Parts of Medicare
There are billions in unclaimed dollars in the US. Is some of that yours?
COGFS.COM
Surprise! You’ve Got Money!
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
COGFS.COM
Retirement Redefined
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
When it comes to investing, you may be your own worst enemy.
COGFS.COM
Don’t Be Your Own Worst Enemy
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
COGFS.COM
What is the Value of Your Business?
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:
COGFS.COM
Replacing Your Medicare Card
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
COGFS.COM
Tax Deductions You Won't Believe
$100 not spent is more like $143. Intrigued? #taxes #saving
COGFS.COM
Stop Wasting Money
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
There are billions in unclaimed dollars in the US. Is some of that yours?
COGFS.COM
Surprise! You’ve Got Money!
Many have heard they should avoid probate; do you understand what probate is and how it works?
COGFS.COM
Problems with Probate
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
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
COGFS.COM
A Taxing Story: Capital Gains and Losses
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
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
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:
COGFS.COM
Replacing Your Medicare Card
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
COGFS.COM
Red Flags for Tax Auditors
Working in Retirement: New trend or same old story?
COGFS.COM
Where Will Your Retirement Money Come From?
How much do you know about stocks?
COGFS.COM
How Stocks Work
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
COGFS.COM
Weighing the Benefits of Prepaid Debit Cards
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
Many have heard they should avoid probate; do you understand what probate is and how it works?
COGFS.COM
Problems with Probate
How do you find care for your special-needs child?
COGFS.COM
Tips for Finding Care for Your Disabled Child
Check out this video on taxes. #IncomeTax
COGFS.COM
The Facts About Income Tax
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
COGFS.COM
What If You Get Audited?
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
COGFS.COM
Red Flags for Tax Auditors
Working in Retirement: New trend or same old story?
COGFS.COM
Where Will Your Retirement Money Come From?
How much do you know about stocks?
COGFS.COM
How Stocks Work
If you thought that payouts from life insurance are tax-free in all cases, think again.
COGFS.COM
When Life Insurance Becomes Taxable
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
COGFS.COM
Retiring the 4% Rule
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
COGFS.COM
What Our Kids Can Teach us About Saving Money
Do you know what your #insurance needs are, when you’re married, with children?
COGFS.COM
Insurance Needs Assessment: Married With Children
How do you find care for your special-needs child?
COGFS.COM
Tips for Finding Care for Your Disabled Child
Check out this video on taxes. #IncomeTax
COGFS.COM
The Facts About Income Tax
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
COGFS.COM
Money Draining Food Myths
When was the last time you updated your will?
COGFS.COM
Will Power
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
COGFS.COM
Are Alternative Investments Right for You?
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
COGFS.COM
Certain Uncertainties in Retirement
If you thought that payouts from life insurance are tax-free in all cases, think again.
COGFS.COM
When Life Insurance Becomes Taxable
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
COGFS.COM
Retiring the 4% Rule
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
COGFS.COM
Monthly Market Insights | March 2021
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
COGFS.COM
Choosing a Business Structure
Business owners should consider a succession plan sooner rather than later.
COGFS.COM
Succeeding at Business Succession
The financial risks to consider when evaluating self insurance? #Insurance
COGFS.COM
When to Self-Insure
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
COGFS.COM
The Economic Journey of Your Morning Coffee
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
COGFS.COM
Retirement Redefined
Here are a few key factors to consider when naming an executor for your estate.
COGFS.COM
And the Executor Is
10 tips that can head-off marriage money problems.
COGFS.COM
Prevent a Rift: Money Tips for Newlyweds
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.
COGFS.COM
Do You Owe The AMT?
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
COGFS.COM
Year-End Charitable Gifting and You
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
COGFS.COM
Monthly Market Insights | March 2021
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
COGFS.COM
Choosing a Business Structure
The savings rate is the government’s estimate of how much U.S. households are saving.
COGFS.COM
U.S. Personal Savings Rate
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
COGFS.COM
IRA Withdrawals that Escape the 10% Tax Penalty
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
COGFS.COM
When Special Care Is Needed: The Special Needs Trust
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
COGFS.COM
Mutual Funds vs. ETFs
Here are a few key factors to consider when naming an executor for your estate.
COGFS.COM
And the Executor Is
10 tips that can head-off marriage money problems.
COGFS.COM
Prevent a Rift: Money Tips for Newlyweds
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
COGFS.COM
How Will Working Affect Social Security Benefits?
Never get stuck with the check again after watching this.
COGFS.COM
No Cash, No Checks, No Problem
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
COGFS.COM
What If You Get Audited?
Does your business have a retirement strategy that fits your short, long-term needs?
COGFS.COM
Choosing a Retirement Plan that Fits Your Business
The savings rate is the government’s estimate of how much U.S. households are saving.
COGFS.COM
U.S. Personal Savings Rate
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
COGFS.COM
IRA Withdrawals that Escape the 10% Tax Penalty
