Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
CRSINDIANA.COM
Jane Bond: Decoding Diversification
Do you know how missing the best and worst market days might affect your #portfolio?
CRSINDIANA.COM
It Was the Best of Times, It Was the Worst of Times
When it comes to investing, you may be your own worst enemy.
CRSINDIANA.COM
Don’t Be Your Own Worst Enemy
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
CRSINDIANA.COM
How to Make the Tax Code Work for You
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
CRSINDIANA.COM
Critical Estate Documents
You face sequence of returns risk. Know what it is? #investing #investmentrisk
CRSINDIANA.COM
The Investment Risk No One’s Ever Heard Of
Trump vs Biden. Do markets care who wins? @ceteraIM covers the path to electoral victory for both candidates and look at historical stock market returns during post-WWII 4-year presidential cycles in this latest commentary: https://bit.ly/31nO69V
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
CRSINDIANA.COM
Understanding Marginal Income Tax Brackets
It may seem like a good idea to close credit card accounts you no longer use to avoid annual fees or if you're not using rewards during the pandemic, but this may have an adverse impact on your credit. Read the latest issue of Retire Wise for more: http://bit.ly/retirewise-oct2020
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
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
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
CRSINDIANA.COM
A Taxing Story: Capital Gains and Losses
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
CRSINDIANA.COM
How Will Working Affect Social Security Benefits?
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
Are you ready for school—again?
CRSINDIANA.COM
Estimating the Cost of College
Even low inflation rates can impact your retirement outlook over time.
CRSINDIANA.COM
Inflation - Back to the Future
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
CRSINDIANA.COM
What If You Get Audited?
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
CRSINDIANA.COM
The Cycle of Investing
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
CRSINDIANA.COM
Tax Deductions You Won't Believe
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
CRSINDIANA.COM
“Dirty Dozen” Tax Scams to Watch For
Is your retirement portfolio subject to “sequence of returns” danger?
CRSINDIANA.COM
Retirement Income and the Traditional Portfolio
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.
CRSINDIANA.COM
Do You Owe The AMT?
Happy Halloween!
#happyhalloween
#trickortreat #cfp #financialplanner #taxplanner #carmelindiana
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
CRSINDIANA.COM
Money Draining Food Myths
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
CRSINDIANA.COM
Retiring the 4% Rule
The tax rules that govern donating art are complex and confusing. #taxes #art
CRSINDIANA.COM
Donating Art: Taxation Abstraction
Veterans, we salute you.
Thank you for all you have sacrificed, fighting for all of our freedoms.
#usa #veteransday #veterans #ourmilitaryrocks #freedomisntcheap #financialplanning #financiallife #cfp #fpa #ea #enrolledagent #certifiedfinancialplanner #cpa #thankyou
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
CRSINDIANA.COM
Social Security Benefits: How Much Will I Receive
No time is more critical than the end of the year to make sure you're taking advantage of opportunities to manage your tax burden. That's especially true this year, thanks to the CARES Act. Read the latest issue of Retire Wise for more: http://bit.ly/retirewise-nov20
Considering alternative investments? It’s critical to sort through the complexity. #video
CRSINDIANA.COM
Alternative Investments - Going Mainstream
The latest commentary from @CeteraIM discusses Joe #Biden being declared #President and potential implications from a divided government. Click here to read more: https://bit.ly/3lfQjMa
#economy #markets #stocks #election2020
How much do you know about stocks?
CRSINDIANA.COM
How Stocks Work
Between the main courses of travel, food, and shopping, Thanksgiving holds special significance in the U.S. economy. Find out more by grabbing a fresh slice of the latest commentary from Cetera Investment Management: https://bit.ly/35ycKXD
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Here are eight mistakes to avoid when #saving #retirement.
CRSINDIANA.COM
Eight Mistakes That Can Upend Your Retirement
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
CRSINDIANA.COM
Social Security: By the Numbers
How much will you spend over the holidays? It may be more than you anticipate. Consumers surveyed reported an average of $1,325 in new credit card debt following the 2019 holiday season, with 57% saying they hadn’t budgeted for...
CRSINDIANA.COM
Strategies to avoid holiday debt
We are currently looking for a Financial Advisor Trainee and a Tax Intern for 2021. Are you interested or know someone that is looking? Apply at tifney@crsindiana.com
https://www.crsindiana.com/p/be-a-part-of-our-team
#internship #newcareer #2020jobsearch #carmelindiana
[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
WTHR.COM
NBC's holiday lineup from 'It's a Wonderful Life' to 'The Grinch'
There are many factors to consider before tapping retirement money to pay for college.
CRSINDIANA.COM
Should You Tap Retirement Savings to Fund College?
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
CRSINDIANA.COM
What Do Your Taxes Pay For?
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
CRSINDIANA.COM
9 Facts About Social Security
The key to #healthcare in retirement might be a patchwork of different choices.
CRSINDIANA.COM
Extended Care: A Patchwork of Possibilities
We hope you had a wonderful day of thanksgiving!
#cfp #financialplanning #certifiedfinancialplanner #retirementplanning
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
CRSINDIANA.COM
Tax Deductions You Won't Believe
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
CRSINDIANA.COM
“Dirty Dozen” Tax Scams to Watch For
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
CRSINDIANA.COM
Monthly Market Insights | December 2020
Do global and international mutual funds complement or conflict with each other?
CRSINDIANA.COM
Global vs. International: What’s The Difference?
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
CRSINDIANA.COM
How to Make the Tax Code Work for You
Check out this video on taxes. #IncomeTax
CRSINDIANA.COM
The Facts About Income Tax
This Monthly Recap summarizes market performance, major events and news from November 2020. Read more here: https://bit.ly/3odtlXd
In the world of finance, the effects of the "confidence gap" can be especially apparent.
CRSINDIANA.COM
Bridging the Confidence Gap
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
CRSINDIANA.COM
When Markets React
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
CRSINDIANA.COM
How Will Working Affect Social Security Benefits?
This person will be required to gather, interpret, process and coordinate financial and investment data in order to assist in developing new client relationships and continue servicing established relationships.
Various daily activities include setting up new investment accounts, running analysis reports, preparing and processing paperwork for client accounts, analyzing current accounts, trading investment accounts, data gathering, financial planning data management, communicating with wholesalers on behalf of clients, developing new business opportunities, and assisting with education programs.
Additionally, this position’s responsibilities include participating in, coordinating , keeping records for, and implementing the changes to the CRS investment models as recommended by the CRS investment committee.
This position provides long-term in-depth hands on training, development and foundational knowledge for career development as an advisor.
Compensation on a salary basis, and bonus eligible.
COMPREHENSIVE RETIREMENT SOLUTIONS
Financial Advisor Trainee
If you died, what would happen to your email archives, social
profiles, and online accounts?
CRSINDIANA.COM
Safeguard Your Digital Estate
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
CRSINDIANA.COM
Social Security: Maximizing Benefits
We will soon be posting educational videos on our YouTube channel...
Subscribe to receive alert notifications at https://youtube.com/channel/UC9etND7r6ZROZ-Us6NWWHfA
YOUTUBE.COM
Comprehensive Retirement & CRS Tax Solutions - YouTube
Sharpen your pencils, it's time for @ceteraIM's 2021 #Outlook! The #economy will be going off to college and won't be getting as much financial support in 2021. Read the full 2021 Market Outlook here: https://bit.ly/2KAGVpe
The latest issue of Financial Watch reviews 5 of the most important financial lessons learned this year, and actions you can take as you plan for the new year. Read more: https://bit.ly/financialwatch-dec2020
The tax rules that govern donating art are complex and confusing. #taxes #art
CRSINDIANA.COM
Donating Art: Taxation Abstraction
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
CRSINDIANA.COM
What If You Get Audited?
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
CRSINDIANA.COM
Encore Careers: Push Your Boundaries
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
CRSINDIANA.COM
Social Security: Five Facts You Need to Know
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
CRSINDIANA.COM
Tax Rules When Selling Your Home
Developing a retirement strategy? It's critical to know the differences between investment types.
CRSINDIANA.COM
Traditional vs. Roth IRA
Take an inside look into Simplified Employee Pension plans.
CRSINDIANA.COM
Is a SEP-IRA Right for Your Business?
Does it make more sense to push back #retirement, or not to retire at all?
CRSINDIANA.COM
Should You Ever Retire?
Your #creditscore may impact what you pay for auto and home #insurance.
CRSINDIANA.COM
Does Your Credit Score Affect Your Insurance Rates?
Working in Retirement: New trend or same old story?
CRSINDIANA.COM
Where Will Your Retirement Money Come From?
Have you heard these three common misconceptions about #SocialSecurity?
CRSINDIANA.COM
Don't Buy The Hype
This Quarterly Recap summarizes market performance, major events and news from Q4 2020. Read more here: https://bit.ly/355Mbs3
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
CRSINDIANA.COM
Breaking Down the Parts of Medicare
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
CRSINDIANA.COM
Understanding Marginal Income Tax Brackets
As complex as the details of taxes can be, the income tax process is fairly straightforward.
CRSINDIANA.COM
How Income Taxes Work
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
CRSINDIANA.COM
Social Security: By the Numbers
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
CRSINDIANA.COM
Tax Deductions You Won't Believe
Check out this video on taxes. #IncomeTax
CRSINDIANA.COM
The Facts About Income Tax
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
CRSINDIANA.COM
Monthly Market Insights | January 2021
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
CRSINDIANA.COM
Rebalancing Your Portfolio
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz
#economy #markets #stocks #election2020
Just entering retirement? Here's what you need to know.
CRSINDIANA.COM
9 Facts About Retirement
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
CRSINDIANA.COM
Social Security Benefits: How Much Will I Receive
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
CRSINDIANA.COM
How to Appeal Your Property Taxes
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
CRSINDIANA.COM
Are Alternative Investments Right for You?
It's 2021: time to check your tax bracket! The latest issue of Retire Wise covers the 2021 tax rate schedule, standard deduction increases, and 5 ways to reduce pandemic-related stress. Read more here: http://bit.ly/retirewise-jan21
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
CRSINDIANA.COM
What Is a 1035 Exchange?
The latest issue of Financial Watch recommends 4 steps for strengthening your financial safety net in the new year. Read more: http://bit.ly/financialwatch-jan2021
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
CRSINDIANA.COM
A Taxing Story: Capital Gains and Losses
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
CRSINDIANA.COM
Lesser Known Provisions of the SECURE Act
Learn more about whether you need to pay estimated taxes.
CRSINDIANA.COM
You May Need to Make Estimated Tax Payments If…
How much is enough for your emergency fund?
CRSINDIANA.COM
Your Emergency Fund: How Much Is Enough?
When was the last time you checked your credit score? #CreditScore
CRSINDIANA.COM
How Does Your Credit Score Compare?
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
CRSINDIANA.COM
Test Your Life Insurance Knowledge
The latest commentary from @CeteraIM discusses the first FOMC meeting of 2021. Expect a discussion around #economy, fiscal #stimulus, and monetary policy. Click here to read more: https://bit.ly/2Yb7Qve
#Fed #markets #stocks
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
CRSINDIANA.COM
What If You Get Audited?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
CRSINDIANA.COM
Bridging the Confidence Gap
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.
CRSINDIANA.COM
Do You Owe The AMT?
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
CRSINDIANA.COM
What Do Your Taxes Pay For?
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
CRSINDIANA.COM
What’s Your Investment IQ?
The latest commentary from @CeteraIM discusses the recent market volatility due to increased speculative trading by retail investors. Click here to ready more: https://bit.ly/2NNgkH4
#valatility #markets #stocks
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
CRSINDIANA.COM
Retiring Wild: National Parks and You
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
CRSINDIANA.COM
How to Make the Tax Code Work for You
What did it take to become the richest man in Babylon?
CRSINDIANA.COM
The Richest Man in Babylon
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
CRSINDIANA.COM
Red Flags for Tax Auditors
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
CRSINDIANA.COM
Tax Rules When Selling Your Home
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
CRSINDIANA.COM
Emerging Market Opportunities
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
CRSINDIANA.COM
Jane Bond: Decoding Diversification
Working in Retirement: New trend or same old story?
CRSINDIANA.COM
Where Will Your Retirement Money Come From?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
CRSINDIANA.COM
Tax Deductions You Won't Believe
Periodic withdrawals in retirement may not be such a good idea.
CRSINDIANA.COM
Systematic Withdrawals in Retirement
Earnings season can move markets. Find out why.
CRSINDIANA.COM
Earnings for All Seasons
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
CRSINDIANA.COM
Five Most Overlooked Tax Deductions
Check out this video on taxes. #IncomeTax
CRSINDIANA.COM
The Facts About Income Tax
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
CRSINDIANA.COM
How to Appeal Your Property Taxes
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
CRSINDIANA.COM
How Will Working Affect Social Security Benefits?
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
CRSINDIANA.COM
Are Alternative Investments Right for You?
Do you know how missing the best and worst market days might affect your #portfolio?
CRSINDIANA.COM
It Was the Best of Times, It Was the Worst of Times
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
CRSINDIANA.COM
Important Birthdays Over 50
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
CRSINDIANA.COM
Perception vs. Reality
As complex as the details of taxes can be, the income tax process is fairly straightforward.
CRSINDIANA.COM
How Income Taxes Work
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
CRSINDIANA.COM
What Do Your Taxes Pay For?
If you don’t have an #estatestrategy, here’s some reasons why you should.
CRSINDIANA.COM
Why Everyone Needs an Estate Strategy
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
CRSINDIANA.COM
What If You Get Audited?
Does it make more sense to push back #retirement, or not to retire at all?
CRSINDIANA.COM
Should You Ever Retire?
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
CRSINDIANA.COM
Social Security: The $64,000 Question
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
CRSINDIANA.COM
From Boats to Brokers
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
CRSINDIANA.COM
Investments
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
CRSINDIANA.COM
Social Security: By the Numbers
What do you need to know in the face of post COVID-19 volatility?
CRSINDIANA.COM
Pullbacks, Corrections, and Bear Markets
Business owners should consider a succession plan sooner rather than later.
CRSINDIANA.COM
Succeeding at Business Succession
Sector investing may present an opportunity — if you do your homework. #investing
CRSINDIANA.COM
The Utility of Sector Investing
Do you have a will? Is it updated?
CRSINDIANA.COM
When Do You Need a Will?
Learn more about whether you need to pay estimated taxes.
CRSINDIANA.COM
You May Need to Make Estimated Tax Payments If…
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
CRSINDIANA.COM
Tax Rules When Selling Your Home
When it comes to investing, you may be your own worst enemy.
CRSINDIANA.COM
Don’t Be Your Own Worst Enemy
Wall Street has a lot of cliches. How many do you know?
#WallStreet
CRSINDIANA.COM
16 Wall Street Cliches in 60 Seconds
With increasing wealth comes unique financial challenges.
CRSINDIANA.COM
Investment Challenges of the Affluent Investor
Congrats to Sam on his two year Anniversary with us! We are so glad to have him as a member of the team.
#teamcrs #workanniversary #financialplanning #crsindiana #carmelindiana #cfp #retirementplanning
Attention Estate Executors: Do you know about the Alternate Valuation Date?
CRSINDIANA.COM
Understanding the Alternate Valuation Date
You've allocated your assets; you just may not realize it yet. #AssetAllocation
CRSINDIANA.COM
Asset Allocation
Do you know the difference between a global mutual fund and an international mutual fund?
CRSINDIANA.COM
Global and International Funds
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
CRSINDIANA.COM
The Business Cycle
