Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
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?
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
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 you know what your #insurance needs are, when you’re married, with children?
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Insurance Needs Assessment: Married With Children
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
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
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
Lines looked long but it only took about 15 minutes. Vote!
How many credit cards do you have?
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Spotting Credit Trouble
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
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
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
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
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
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
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Jane Bond: Decoding Diversification
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?
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 average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
When was the last time you updated your will?
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Will Power
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
What every parent needs to know about insuring his or her #teen #driver. #insurance
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Buying Auto Insurance For Teen Drivers
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
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
Have you heard these three common misconceptions about #SocialSecurity?
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Don't Buy The Hype
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 101
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
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
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
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
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
How prepared are you for retirement?
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The Pre-Retirement Checklist
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
Do you know how long it may take for your investments to double in value?
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The Rule of 72
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
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Wow what a week it has been! We’ve been dealing with some power outages as well as phone and internet but seem to be back online. We hope you weren’t dealt a blow with water damage but if you were we are praying for a quick recovery. We also recommend that you take photos and document everything from when you noticed it and what you did to take action before contacting your homeowners insurance to file a claim.
Stay safe and warm and let us know how we can help.
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
When considering a record keeping system for your business, you need to ask yourself some very important questions
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Keeping Good Records is Good Business
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
Second homes have unique risks and insuring them is different than a primary home.
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Insuring Your Second Home
When considering a record keeping system for your business, you need to ask yourself some very important questions
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Keeping Good Records is Good Business
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
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
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Second homes have unique risks and insuring them is different than a primary home.
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Insuring Your Second Home
When considering a record keeping system for your business, you need to ask yourself some very important questions
CLARITYFINANCIALGROUP.COM
Keeping Good Records is Good Business
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Once taxes are done It's a good time we all make a little progress in this area.
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Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
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
The market is as unpredictable as the weather. We’re here to help you prepare.
CLARITYFINANCIALGROUP.COM
Forecast
Second homes have unique risks and insuring them is different than a primary home.
CLARITYFINANCIALGROUP.COM
Insuring Your Second Home
It can be easy to feel overwhelmed by the financial clutter. Now is a great time to reduce some of that and free up some space mentally and physically.
FINANCEINSIGHTS.NET
Simple Spring Cleaning for Your Financial Life
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
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Retiring Wild: National Parks and You
M0 is the total of all physical currency worldwide. What’s it look like?
CLARITYFINANCIALGROUP.COM
How Big is Money?
Once taxes are done It's a good time we all make a little progress in this area.
FINANCEINSIGHTS.NET
financeinsights.net
Attention Estate Executors: Do you know about the Alternate Valuation Date?
CLARITYFINANCIALGROUP.COM
Understanding the Alternate Valuation Date
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
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
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
CLARITYFINANCIALGROUP.COM
Silver Sneakers 101
It can be easy to feel overwhelmed by the financial clutter. Now is a great time to reduce some of that and free up some space mentally and physically.
FINANCEINSIGHTS.NET
Simple Spring Cleaning for Your Financial Life
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
CLARITYFINANCIALGROUP.COM
Retiring Wild: National Parks and You
M0 is the total of all physical currency worldwide. What’s it look like?
CLARITYFINANCIALGROUP.COM
How Big is Money?
Once taxes are done It's a good time we all make a little progress in this area.
FINANCEINSIGHTS.NET
financeinsights.net
