For a small business, the loss of a key person could cause financial hardship.
COLEMANADVISORYGROUP.COM
Protecting Your Business from the Loss of a Key Person
Eating breakfast may lead you to make healthier food choices throughout the day. Read more from Food Network @ https://bit.ly/2QlszbL
FOODNETWORK.COM
Don't Skip Breakfast — Eating 3 Meals a Day May Lead to Healthier Food Choices
The truth is a little more complicated with these personal finance idioms.
COLEMANADVISORYGROUP.COM
The Latte Lie and Other Myths
Fox Business reports that Social Security faces a 24% benefit cut by 2035. More @ https://fxn.ws/3fhQ3c4
FOXBUSINESS.COM
Who's ready for a $5,826 Social Security benefit cut?
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
COLEMANADVISORYGROUP.COM
Retiring the 4% Rule
Some casinos are getting creative as they combat the coin shortage. NBC has more @ https://nbcnews.to/2ZlYEFt
NBCNEWS.COM
Casinos are getting creative to combat the coin shortage
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
COLEMANADVISORYGROUP.COM
What Is a 1035 Exchange?
MSN Money examines how young adults develop their own financial independence. More @ https://bit.ly/32XZ4nu
MSN.COM
How to start your journey toward financial independence
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
COLEMANADVISORYGROUP.COM
Understanding Marginal Income Tax Brackets
A new “adverse market” fee will be added to many refinanced home loans starting in December. CNN Business has the latest: https://cnn.it/2EFgOuo
CNN.COM
Homeowners looking to refinance are likely to get hit with this new fee
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
COLEMANADVISORYGROUP.COM
The Three Keys to a Great Password
CNBC reports that retirees are no longer seeking large retirement developments. More @ https://cnb.cx/2FFXbmQ
CNBC.COM
The new retirement living: More baby boomers shun housing mega-developments
In the world of finance, the effects of the "confidence gap" can be especially apparent.
COLEMANADVISORYGROUP.COM
Bridging the Confidence Gap
NPR examines how pandemic life stretches working moms to their limit. More @ https://n.pr/2S9MfAj
NPR.ORG
'This Is Too Much': Working Moms Are Reaching The Breaking Point During The Pandemic
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.
COLEMANADVISORYGROUP.COM
Do You Owe The AMT?
The Conversation looks at how retiring early might affect your mind. More @ https://bit.ly/2RTuHZd
THECONVERSATION.COM
Retiring early can be bad for the brain
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
COLEMANADVISORYGROUP.COM
What Do Your Taxes Pay For?
CNBC examines how millennials are showing interest in impact investing. More @ https://cnb.cx/3fhLHle
CNBC.COM
Millennials look to make a social impact with their investing dollar, study finds
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
COLEMANADVISORYGROUP.COM
What’s Your Investment IQ?
Companies are adding new benefits to help their employees cope with working from home during COVID-19. CNN Business has the latest @ https://tinyurl.com/y67r27tq
CNN.COM
Mental health days. Meeting-free times. Companies are adding new benefits to help workers cope
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
COLEMANADVISORYGROUP.COM
How to Make the Tax Code Work for You
MarketWatch examines those rethinking retirement in the wake of the pandemic. More @ https://on.mktw.net/38U6Osd
MARKETWATCH.COM
More Americans are worried about retirement now — and their plans have changed
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
COLEMANADVISORYGROUP.COM
Silver Sneakers 101
MarketWatch asks if Roth is right for you. The short answer is: not for everyone. More @ https://on.mktw.net/2X2SbxZ
ON.MKTW.NET
Should everyone invest in a Roth?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
COLEMANADVISORYGROUP.COM
Tax Deductions You Won't Believe
Are you considering funding your child’s college education instead of your nest egg? You might want to reconsider. Yahoo Money has the story: https://bit.ly/32nU6iz
MONEY.YAHOO.COM
Retirement expert breaks down 'one of the mistakes people make'
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
COLEMANADVISORYGROUP.COM
Yours, Mine and Ours: Estate Strategies for Second Marriages
How literate are you when it comes to your finances? Brush up with these five basics.
COLEMANADVISORYGROUP.COM
The Five Basics of Financial Literacy
Are you getting the most out of your Social Security benefits? Claiming Social Security at the optimal age can make a huge difference. Yahoo Finance has the story @ https://bit.ly/34StebA
MONEY.YAHOO.COM
Why a ‘vast majority’ of Americans are not getting the most out of Social Security
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.
COLEMANADVISORYGROUP.COM
Monthly Market Insights | November 2020
Surprises crop up every day, and they’re a great reason to work with us.
COLEMANADVISORYGROUP.COM
Surprises
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
COLEMANADVISORYGROUP.COM
What Our Kids Can Teach us About Saving Money
Creative pursuits can, in some cases, lead to passive income without investing. More from MSN Money @ https://bit.ly/2RQEaAz
MSN.COM
7 Creative Passive Income Ideas That Don’t Involve Investing
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
COLEMANADVISORYGROUP.COM
The Fed and How It Got That Way
The Average credit score for Americans is at all-time high. MSNBC has the scoop @ https://nbcnews.to/3olhlE6
NBCNEWS.COM
Despite pandemic and widespread unemployment, average credit score is up for consumers who can save
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
COLEMANADVISORYGROUP.COM
The Junk Drawer Approach to Investing
Grocery shelves are stocked, and supply lines strengthened, but prices remain at record highs. NBC has more @ https://nbcnews.to/33qyhiN
NBCNEWS.COM
Stockpiling is over, so why have grocery prices gone up again?
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
COLEMANADVISORYGROUP.COM
The Most Overlooked Item of Any Home Improvement
U.S. News & World Report reports on how you can figure out a budget for your mortgage @ https://bit.ly/38e4SMF
LOANS.USNEWS.COM
Deciding How Much House You Can Afford
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
COLEMANADVISORYGROUP.COM
Planning for the Expected
U.S. News & World Report examines dollar-cost averaging. More @ https://bit.ly/385fVb2
MONEY.USNEWS.COM
Three Ways Dollar-Cost Averaging Helps Investors
How much do you know about stocks?
COLEMANADVISORYGROUP.COM
How Stocks Work
Tech platforms have begun to preemptively show users accurate information to combat falsehoods online. Axios has the scoop @ http://bit.ly/2HJV2H2
AXIOS.COM
Pre-bunking rises ahead of the 2020 election
Are you ready for school—again?
COLEMANADVISORYGROUP.COM
Estimating the Cost of College
U.S. News & World Report examines writing an objective statement for your résumé. More @ https://bit.ly/3eJjPaS
BIT.LY
5 Tips for Writing a Resume Objective Statement
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
COLEMANADVISORYGROUP.COM
Monthly Market Insights | December 2020
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
COLEMANADVISORYGROUP.COM
Estate Management Checklist
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
COLEMANADVISORYGROUP.COM
Choosing a Business Structure
CNN Business looks at how Wall Street anticipates a post-pandemic world. More @ https://cnn.it/3luK4UQ
CNN.COM
Wall Street is starting to look beyond Covid
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
COLEMANADVISORYGROUP.COM
When Should You Take Social Security
Over a quarter of Americans claim they will spend less on gifts this holiday season. Axios has the scoop @ http://cnn.it/34yDPtq
CNN.COM
More than a quarter of Americans plan to spend less on gifts this year
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
COLEMANADVISORYGROUP.COM
Data Thieves from Outer Space
Yahoo! Finance looks at affordable locations for destination retirement. More @ https://yhoo.it/3erTKNi
FINANCE.YAHOO.COM
Worst Places to Spend Your Golden Years -- And Where to Retire Instead
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
COLEMANADVISORYGROUP.COM
Budgeting After a Divorce
CNN Business looks at the many Americans still coping with unemployment. More @ https://cnn.it/3eN0fun
CNN.COM
Millions of Americans have been out of work for months
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
COLEMANADVISORYGROUP.COM
The A, B, C, & D of Medicare
Concerns about climate change hang over Wall Street, as regulators look to tighten rules around risks that may be impacted. CNN has the story @ https://cnn.it/3fpTMWx
CNN.COM
The climate crisis is looming large on Wall Street
As January approaches, student loan payments are set to resume for 42 million Americans. Read more from CNBC @ https://cnb.cx/3qiQs4I
CNBC.COM
For 42 million student loan borrowers, monthly payments will resume in January
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
COLEMANADVISORYGROUP.COM
Tax Rules When Selling Your Home
Do you know the difference between a global mutual fund and an international mutual fund?
COLEMANADVISORYGROUP.COM
Global and International Funds
Looking for work? Looking for a change? U.S. News & World Report examines the different corporate cultures. More @ https://bit.ly/32Gg2q5
MONEY.USNEWS.COM
5 Different Types of Corporate Culture
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
COLEMANADVISORYGROUP.COM
Data Thieves from Outer Space
Yahoo! Finance looks at affordable locations for destination retirement. More @ https://yhoo.it/3erTKNi
FINANCE.YAHOO.COM
Worst Places to Spend Your Golden Years -- And Where to Retire Instead
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
COLEMANADVISORYGROUP.COM
What Our Kids Can Teach us About Saving Money
CNBC looks at how COVID-19 might affect travel stocks in the coming months. More @ https://cnb.cx/3pkLuE7
CNBC.COM
Why a second Covid wave may not hit travel stocks as hard as expected
When was the last time you paid yourself first?
COLEMANADVISORYGROUP.COM
Pay Yourself First
One baker explored her love of America by creating and baking a signature pie for each of the 50 states. NPR has the mouth-watering story @ https://n.pr/3of1xBR
NPR.ORG
An Ode, À La Mode: 1 Baker Savors America, Creating 50 Pies For 50 States
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
COLEMANADVISORYGROUP.COM
Trends in Charitable Giving
As January approaches, student loan payments are set to resume for 42 million Americans. Read more from CNBC @ https://cnb.cx/3qiQs4I
CNBC.COM
For 42 million student loan borrowers, monthly payments will resume in January
Concerned about identity theft? Some things to leave at home. #IdentityTheft
COLEMANADVISORYGROUP.COM
Please Leave Home Without It
Expecting a baby? Make sure your financial house is in order before you bring your bundle of joy home. CNBC has the story @ https://cnb.cx/3nLwqxB
CNBC.COM
Expecting a baby? Make these financial moves before bringing home your bundle of joy
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
COLEMANADVISORYGROUP.COM
Fallen Tree Damage—Who Pays?
CNBC looks at revisiting retirement strategy in your fifties. More @ https://cnb.cx/3kP0PJZ
CNBC.COM
If you're saving for retirement and are in your 50s, it may be time to reassess your plan
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
COLEMANADVISORYGROUP.COM
What Our Kids Can Teach us About Saving Money
CNBC looks at how COVID-19 might affect travel stocks in the coming months. More @ https://cnb.cx/3pkLuE7
CNBC.COM
Why a second Covid wave may not hit travel stocks as hard as expected
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
COLEMANADVISORYGROUP.COM
A Look at Whole Life Insurance
The Treasury Department has released the 401(k) and IRA contribution limits for 2021. More @ http://cnb.cx/2HLCoP3
CNBC.COM
These are your 2021 401(k) and IRA contribution limits
Business owners should consider a succession plan sooner rather than later.
COLEMANADVISORYGROUP.COM
Succeeding at Business Succession
Once the COVID-19 vaccine rolls out, the economy will get a boost, but it might not feel like it for a while. CNN has the story @ https://cnn.it/2VStraD
CNN.COM
Vaccines will jumpstart the global economy. It may not feel like a boom
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
COLEMANADVISORYGROUP.COM
Certain Uncertainties in Retirement
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
COLEMANADVISORYGROUP.COM
Monthly Market Insights | January 2021
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
COLEMANADVISORYGROUP.COM
The Business Cycle
U.S. News & World Report discusses rolling an IRA into an HSA. More @ https://bit.ly/2Jvvsqp
MONEY.USNEWS.COM
Should You Roll Over an IRA to an HSA?
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
COLEMANADVISORYGROUP.COM
How to Make the Tax Code Work for You
U.S. News & World Report presents some factors to consider when evaluating your retirement savings. More @ https://bit.ly/35nnyYE
MONEY.USNEWS.COM
Are Your Retirement Savings Ahead of the Curve?
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
COLEMANADVISORYGROUP.COM
A Look at Whole Life Insurance
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
COLEMANADVISORYGROUP.COM
Jane Bond: Decoding Diversification
The U.S. economy grew at a record pace over the last three months. NPR has more @ http://n.pr/3myHM7p
NPR.ORG
U.S. Economy Grows At Record Pace But Still Has A Long Way To Go
The savings rate is the government’s estimate of how much U.S. households are saving.
COLEMANADVISORYGROUP.COM
U.S. Personal Savings Rate
Fed keeps rates near zero amid fragile recovery. CNN has more @ http://cnn.it/37qR40y
CNN.COM
The Fed keeps rates near zero and acknowledges fragile recovery
Does your business have a retirement strategy that fits your short, long-term needs?
COLEMANADVISORYGROUP.COM
Choosing a Retirement Plan that Fits Your Business
New details of Capitol Hill's climate and energy deal made public. Axios has the scoop @ http://bit.ly/34BqJee
AXIOS.COM
Year-end Capitol Hill deal marks biggest action on climate in over a decade
The Oregonian looks at how financial professionals determine life expectancy. More @ https://bit.ly/32y0ioR
OREGONLIVE.COM
Liz Weston: What’s your life expectancy for retirement planning? It’s important to know
What should you look for in a personal finance app?
COLEMANADVISORYGROUP.COM
What to Look for in Personal Finance Apps
CNBC’s Sarah O’Brien shares three of her worst financial mistakes. More @ https://cnb.cx/3kVLbNk
CNBC.COM
Confessions of a personal finance reporter: 3 of my worst money mistakes
Do you know how missing the best and worst market days might affect your #portfolio?
COLEMANADVISORYGROUP.COM
It Was the Best of Times, It Was the Worst of Times
Even if American life largely returns to normal this year because of the COVID-19 vaccine, it’s unlikely the economy will bounce back quickly. CNN has the latest @ http://cnn.it/2XyV09M
CNN.COM
Life may get back to normal this year. But the economy probably won't
Is your retirement portfolio subject to “sequence of returns” danger?
COLEMANADVISORYGROUP.COM
Retirement Income and the Traditional Portfolio
Rolling over a 401(k) to an IRA? You’ll want to watch out for these potential mistakes that come with a hefty price tag. CNBC has the story @ http://cnb.cx/2XcKWTJ
CNBC.COM
Avoid these costly mistakes when rolling over a 401(k) to an IRA
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
COLEMANADVISORYGROUP.COM
How Women Can Prepare For Retirement
Which type of retiree are you? Identifying your own retirement “style” will help you make a smooth transition. MarketWatch has the story @ https://on.mktw.net/3pHKWIz
MARKETWATCH.COM
There are six types of retirees — which are you?
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
COLEMANADVISORYGROUP.COM
Critical Estate Documents
The Oregonian looks at how financial professionals determine life expectancy. More @ https://bit.ly/32y0ioR
OREGONLIVE.COM
Liz Weston: What’s your life expectancy for retirement planning? It’s important to know
The truth is a little more complicated with these personal finance idioms.
COLEMANADVISORYGROUP.COM
The Latte Lie and Other Myths
Working from home has been a challenge for many Americans. CNBC has some tips to get into a relaxed rhythm @ http://cnb.cx/2LKA6BV
CNBC.COM
How to find 'flow' while working from home, according to a peak performance expert
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
COLEMANADVISORYGROUP.COM
Insuring Your Business Against Cyber Liability
If you didn’t get your stimulus check in 2020, you may be able to claim it on your taxes. That doesn’t mean you’ll be getting more money back. CNBC has the story @ http://cnb.cx/3i590RW
CNBC.COM
How the $600 stimulus checks could affect your tax refund this year
Is your retirement portfolio subject to “sequence of returns” danger?
COLEMANADVISORYGROUP.COM
Retirement Income and the Traditional Portfolio
Rolling over a 401(k) to an IRA? You’ll want to watch out for these potential mistakes that come with a hefty price tag. CNBC has the story @ http://cnb.cx/2XcKWTJ
CNBC.COM
Avoid these costly mistakes when rolling over a 401(k) to an IRA
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
COLEMANADVISORYGROUP.COM
Trends in Charitable Giving
Tax filing season will be starting a little later. The date has been pushed back to February 12, 2021 instead of starting in mid-January. CNN has the details @ http://cnn.it/2NejyCZ
CNN.COM
IRS: Tax filing season will start February 12
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
COLEMANADVISORYGROUP.COM
Monthly Market Insights | February 2021
Check out this video on taxes. #IncomeTax
COLEMANADVISORYGROUP.COM
The Facts About Income Tax
Federal student loan payments have been paused again until September 30, 2021. CNBC has the story @ http://cnb.cx/39TdrM1
CNBC.COM
Biden extends payment pause for student loan borrowers until October 2021
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
COLEMANADVISORYGROUP.COM
www.colemanadvisorygroup.com
What did it take to become the richest man in Babylon?
COLEMANADVISORYGROUP.COM
www.colemanadvisorygroup.com
The average credit score of someone in their 60s is 716—and it’s unlikely to change much. Curious as to why? CNBC has the latest @ https://cnb.cx/2Lb2rB2
CNBC.COM
The average 60-something has a 716 credit score—why this expert says that's unlikely to change very much
Here are a few key factors to consider when naming an executor for your estate.
COLEMANADVISORYGROUP.COM
And the Executor Is
CNN Business says home sales reached a 14-year high in 2020. More @ http://cnn.it/39glvHK
CNN.COM
Home sales hit 14-year high in 2020, pushing prices to record levels
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
COLEMANADVISORYGROUP.COM
Trends in Charitable Giving
Tax filing season will be starting a little later. The date has been pushed back to February 12, 2021 instead of starting in mid-January. CNN has the details @ http://cnn.it/2NejyCZ
CNN.COM
IRS: Tax filing season will start February 12
Generate income and rebuild principal. A powerful one-two punch.
COLEMANADVISORYGROUP.COM
Split Annuity Strategy
If you tapped into your retirement account to weather the pandemic, you may have some tax issues to deal with come April 15. CNBC has the story @ http://cnb.cx/3c279MR
CNBC.COM
Here are tax issues to consider if you tapped retirement account to weather 2020
Learn how #insurance #deductibles work, and how they can help you save money.
COLEMANADVISORYGROUP.COM
How Insurance Deductibles Work
U.S. News & World Report takes a look at searching for a job after a long pause. More @ https://bit.ly/3plG5fj
MONEY.USNEWS.COM
How to Approach Job Search After a Career Pause or Job Loss
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
COLEMANADVISORYGROUP.COM
Red Flags for Tax Auditors
How literate are you when it comes to your finances? Brush up with these five basics.
COLEMANADVISORYGROUP.COM
The Five Basics of Financial Literacy
Are you still paying down your holiday debt and credit cards? There are a few strategies you can use to get ahead. CNN Business has the story @ http://cnn.it/3tF7pb3
CNN.COM
Still paying bills from the holidays? How to tackle your credit card debt
There are billions in unclaimed dollars in the US. Is some of that yours?
COLEMANADVISORYGROUP.COM
Surprise! You’ve Got Money!
Research shows only 39% of Americans could pay for a $1,000 emergency expense out of pocket. CNBC has the latest @ http://cnb.cx/2LpyZrB
CNBC.COM
Just 39% of Americans could pay for a $1,000 emergency expense
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
COLEMANADVISORYGROUP.COM
Retirement Realities
2020 was the year that many Americans spent their free time getting creative in the kitchen. NPR has reviewed 2020’s year in terms of food and cooking @ http://n.pr/3pSaWju
NPR.ORG
2020 In The Kitchen: The Year We Spent Making, Baking, Frying And Trying
How much is enough for your emergency fund?
COLEMANADVISORYGROUP.COM
Your Emergency Fund: How Much Is Enough?
While the date to start filing taxes was moved to February 12, the I.R.S. says that there are no plans to extend the normal deadline date of April 15, 2021. Read more @ http://cnb.cx/3tPOYjZ
CNBC.COM
IRS says there are no plans to extend tax-filing deadline beyond April 15
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:
COLEMANADVISORYGROUP.COM
Replacing Your Medicare Card
Missed the window for your Medicare enrollment? CNBC has the details about what you need to to know @ http://cnb.cx/2Z015wJ
CNBC.COM
Missed your Medicare enrollment period? What to know if you're signing up now
How literate are you when it comes to your finances? Brush up with these five basics.
COLEMANADVISORYGROUP.COM
The Five Basics of Financial Literacy
Are you still paying down your holiday debt and credit cards? There are a few strategies you can use to get ahead. CNN Business has the story @ http://cnn.it/3tF7pb3
CNN.COM
Still paying bills from the holidays? How to tackle your credit card debt
Does your #business need some digital help? Here are some new #apps that might help!
COLEMANADVISORYGROUP.COM
Top New Digital Tools for Small Businesses
EU countries approve green transition fund and anticipate challenges ahead. Reuters has the details @ https://reut.rs/3qaRVIR
REUTERS.COM
EU countries approve green transition fund, look to challenges ahead
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
COLEMANADVISORYGROUP.COM
Monthly Market Insights | March 2021
Does your business have a retirement strategy that fits your short, long-term needs?
COLEMANADVISORYGROUP.COM
Choosing a Retirement Plan that Fits Your Business
Many Americans stashed away savings during the pandemic, to the tune of an estimated $2.4 trillion. Economists are predicting that these savings will help jumpstart the economy in the second half of 2021. Read more from CNN @ http://cnn.it/37jRJjM
CNN.COM
What savers do with $2.4 trillion will define the recovery
How much is enough for your emergency fund?
COLEMANADVISORYGROUP.COM
Your Emergency Fund: How Much Is Enough?
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
COLEMANADVISORYGROUP.COM
What Do Your Taxes Pay For?
U.S. News & World Report takes a look at what you should do when a loved one passes. More @ http://bit.ly/3c8NF9x
MONEY.USNEWS.COM
11 Financial Steps to Take When a Loved One Dies
Is there a role for both active and passive investments in your portfolio?
COLEMANADVISORYGROUP.COM
The Great Debate Continues: Active vs. Passive
The European Union targets online platforms after Wall Street short squeeze. Reuters has more @ https://reut.rs/3qOeapf
REUTERS.COM
EU targets online platforms after Wall Street short squeeze
Have you heard these three common misconceptions about #SocialSecurity?
COLEMANADVISORYGROUP.COM
Don't Buy The Hype
Commodities hit 8-year high as market divergence continues. Axios has the breakdown @ https://bit.ly/3uoGiBx
AXIOS.COM
Commodities hit 8-year high as market divergence continues
Test your estate strategy knowledge with this short quiz.
COLEMANADVISORYGROUP.COM
Test Your Estate Strategy Knowledge
S&P 500 surges in its strongest one-day rise since June. Reuters has more @ https://reut.rs/37VZTiM
REUTERS.COM
S&P 500 surges in strongest one-day rise since June
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
COLEMANADVISORYGROUP.COM
What You Should Do About Insurance Following a Divorce
Need a boost? Research shows there are a few things you can do right now to increase your happiness—and best of all, they’re free. CNBC has the story @ http://cnb.cx/2MKHYnU
CNB.CX
Harvard professor: 5 activities can increase your happiness fast, and they're free
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
COLEMANADVISORYGROUP.COM
What Do Your Taxes Pay For?
