Valuation is important for business succession, estate taxes andeven qualifying for a loan.
COREVALUESINVESTMENT.COM
What is the Value of Your Business?
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
COREVALUESINVESTMENT.COM
When Special Care Is Needed: The Special Needs Trust
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
COREVALUESINVESTMENT.COM
What Is a 1035 Exchange?
What should you look for in a personal finance app?
COREVALUESINVESTMENT.COM
What to Look for in Personal Finance Apps
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
COREVALUESINVESTMENT.COM
Trends in Charitable Giving
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2ROkAVk
Many have heard they should avoid probate; do you understand what probate is and how it works?
COREVALUESINVESTMENT.COM
Problems with Probate
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
COREVALUESINVESTMENT.COM
Monthly Market Insights | October 2020
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
COREVALUESINVESTMENT.COM
Insurance Needs Assessment: When You're Newly Married
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
COREVALUESINVESTMENT.COM
Critical Estate Documents
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
COREVALUESINVESTMENT.COM
Protecting Your Home Against Flood Loss
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 our latest commentary: https://bit.ly/2H1ZYa4
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
COREVALUESINVESTMENT.COM
Are Alternative Investments Right for You?
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
COREVALUESINVESTMENT.COM
Red Flags for Tax Auditors
Attention Estate Executors: Do you know about the Alternate Valuation Date?
COREVALUESINVESTMENT.COM
Understanding the Alternate Valuation Date
As complex as the details of taxes can be, the income tax process is fairly straightforward.
COREVALUESINVESTMENT.COM
How Income Taxes Work
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2FIQ0dx
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
COREVALUESINVESTMENT.COM
Coaches
Test your estate strategy knowledge with this short quiz.
COREVALUESINVESTMENT.COM
Test Your Estate Strategy Knowledge
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
COREVALUESINVESTMENT.COM
Jane Bond: Decoding Diversification
Three steps may make a difference if you find yourself suddenly single.
COREVALUESINVESTMENT.COM
Suddenly Single: 3 Steps to Take Now
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
COREVALUESINVESTMENT.COM
What Do Your Taxes Pay For?
When the rules of the game change, tactics should follow in response to the new landscape.
COREVALUESINVESTMENT.COM
Revising Estate Strategy Assumptions
The average college senior graduates with credit card debt. How will your kids manage money?
COREVALUESINVESTMENT.COM
Do Your Kids Know The Value of a Silver Spoon?
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
COREVALUESINVESTMENT.COM
Countering Counterfeit Currency
There are four basic steps to calculating the value of an estate.
COREVALUESINVESTMENT.COM
Four Steps to Valuing an Estate
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.
COREVALUESINVESTMENT.COM
Monthly Market Insights | November 2020
Never get stuck with the check again after watching this.
COREVALUESINVESTMENT.COM
No Cash, No Checks, No Problem
Here are eight mistakes to avoid when #saving #retirement.
COREVALUESINVESTMENT.COM
Eight Mistakes That Can Upend Your Retirement
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
COREVALUESINVESTMENT.COM
Tax Deductions You Won't Believe
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
COREVALUESINVESTMENT.COM
Money Draining Food Myths
When was the last time you checked your credit score? #CreditScore
COREVALUESINVESTMENT.COM
How Does Your Credit Score Compare?
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2UVSAkq
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
COREVALUESINVESTMENT.COM
How to Make the Tax Code Work for You
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
COREVALUESINVESTMENT.COM
Perception vs. Reality
Your #insurance needs don’t stay the same when the nest empties, but what changes?
COREVALUESINVESTMENT.COM
Insurance Needs Assessment: For Empty Nesters and Retirees
How much do you know about stocks?
COREVALUESINVESTMENT.COM
How Stocks Work
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
COREVALUESINVESTMENT.COM
“Dirty Dozen” Tax Scams to Watch For
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3n60yDG
The tax rules that govern donating art are complex and confusing. #taxes #art
COREVALUESINVESTMENT.COM
Donating Art: Taxation Abstraction
Do you need umbrella insurance? Find out more. #LiabilityInsurance
COREVALUESINVESTMENT.COM
Keep Your Umbrella Handy
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3oPhKOr
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
COREVALUESINVESTMENT.COM
When Heirs are Imperfect
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
COREVALUESINVESTMENT.COM
Trends in Charitable Giving
Attention Estate Executors: Do you know about the Alternate Valuation Date?
COREVALUESINVESTMENT.COM
Understanding the Alternate Valuation Date
How do you find care for your special-needs child?
COREVALUESINVESTMENT.COM
Tips for Finding Care for Your Disabled Child
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
COREVALUESINVESTMENT.COM
Encore Careers: Push Your Boundaries
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
COREVALUESINVESTMENT.COM
Data Thieves from Outer Space
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
COREVALUESINVESTMENT.COM
Personal Finance Tips for Military Families
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
COREVALUESINVESTMENT.COM
Social Security: By the Numbers
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
COREVALUESINVESTMENT.COM
Gap Insurance for Leased Cars
Currency has been around for a long time. Here’s a quick #history lesson.
COREVALUESINVESTMENT.COM
The History of Currency
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
COREVALUESINVESTMENT.COM
IRA Withdrawals that Escape the 10% Tax Penalty
#Markets have had an impressive run since March 2020 lows. Rising headwinds could cause a correction. Planning ahead and being prepared is important. Check out the latest commentary from Cetera Investment Management: https://bit.ly/2MyxM1n
#economy #stockmarket #correction
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2X9yVOX
Here are a few key factors to consider when naming an executor for your estate.
COREVALUESINVESTMENT.COM
And the Executor Is
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
COREVALUESINVESTMENT.COM
Gap Insurance for Leased Cars
Working in Retirement: New trend or same old story?
COREVALUESINVESTMENT.COM
Where Will Your Retirement Money Come From?
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
COREVALUESINVESTMENT.COM
Retirement Realities
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
COREVALUESINVESTMENT.COM
Monthly Market Insights | January 2021
The average college senior graduates with credit card debt. How will your kids manage money?
COREVALUESINVESTMENT.COM
Do Your Kids Know The Value of a Silver Spoon?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
COREVALUESINVESTMENT.COM
IRA Withdrawals that Escape the 10% Tax Penalty
#Markets have had an impressive run since March 2020 lows. Rising headwinds could cause a correction. Planning ahead and being prepared is important. Check out the latest commentary from Cetera Investment Management: https://bit.ly/2MyxM1n
#economy #stockmarket #correction
Do you know how missing the best and worst market days might affect your #portfolio?
COREVALUESINVESTMENT.COM
It Was the Best of Times, It Was the Worst of Times
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
COREVALUESINVESTMENT.COM
Social Security: The $64,000 Question
Working in Retirement: New trend or same old story?
COREVALUESINVESTMENT.COM
Where Will Your Retirement Money Come From?
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
COREVALUESINVESTMENT.COM
Retirement Realities
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
COREVALUESINVESTMENT.COM
Monthly Market Insights | January 2021
The average college senior graduates with credit card debt. How will your kids manage money?
COREVALUESINVESTMENT.COM
Do Your Kids Know The Value of a Silver Spoon?
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
COREVALUESINVESTMENT.COM
Is a Variable Annuity Right for Me?
Three steps may make a difference if you find yourself suddenly single.
COREVALUESINVESTMENT.COM
Suddenly Single: 3 Steps to Take Now
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
COREVALUESINVESTMENT.COM
The Financial Literacy Crisis
Do you know how missing the best and worst market days might affect your #portfolio?
COREVALUESINVESTMENT.COM
It Was the Best of Times, It Was the Worst of Times
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
COREVALUESINVESTMENT.COM
Social Security: The $64,000 Question
Working in Retirement: New trend or same old story?
COREVALUESINVESTMENT.COM
Where Will Your Retirement Money Come From?
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
COREVALUESINVESTMENT.COM
Life and Death of a Twenty Dollar Bill
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
COREVALUESINVESTMENT.COM
How Women Can Prepare For Retirement
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
COREVALUESINVESTMENT.COM
Is a Variable Annuity Right for Me?
Three steps may make a difference if you find yourself suddenly single.
COREVALUESINVESTMENT.COM
Suddenly Single: 3 Steps to Take Now
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
COREVALUESINVESTMENT.COM
The Financial Literacy Crisis
Do you know how missing the best and worst market days might affect your #portfolio?
COREVALUESINVESTMENT.COM
It Was the Best of Times, It Was the Worst of Times
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
COREVALUESINVESTMENT.COM
Monthly Market Insights | February 2021
The tax rules that govern donating art are complex and confusing. #taxes #art
COREVALUESINVESTMENT.COM
Donating Art: Taxation Abstraction
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
COREVALUESINVESTMENT.COM
Mortgages in Retirement
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
#volatility #markets #stocks
Protect yourself from identity theft. #IdentityTheft
COREVALUESINVESTMENT.COM
To Catch a Thief
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
COREVALUESINVESTMENT.COM
Life and Death of a Twenty Dollar Bill
Check out this video on taxes. #IncomeTax
COREVALUESINVESTMENT.COM
The Facts About Income Tax
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3q67hz2
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
COREVALUESINVESTMENT.COM
What is the Value of Your Business?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
COREVALUESINVESTMENT.COM
Monthly Market Insights | February 2021
The tax rules that govern donating art are complex and confusing. #taxes #art
COREVALUESINVESTMENT.COM
Donating Art: Taxation Abstraction
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
COREVALUESINVESTMENT.COM
Mortgages in Retirement
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
COREVALUESINVESTMENT.COM
Weighing the Benefits of Prepaid Debit Cards
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/37nlPmN
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
COREVALUESINVESTMENT.COM
Investing for Impact
Check out this video on taxes. #IncomeTax
COREVALUESINVESTMENT.COM
The Facts About Income Tax
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3q67hz2
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
COREVALUESINVESTMENT.COM
What is the Value of Your Business?
Check out the latest commentary from @CeteraIM which discusses the reasons for the most recent technology stock selloff: https://bit.ly/3dNCHH4
#economy #markets #stocks #techstocks
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2NL5gKu
10 tips that can head-off marriage money problems.
COREVALUESINVESTMENT.COM
Prevent a Rift: Money Tips for Newlyweds
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
COREVALUESINVESTMENT.COM
Critical Estate Documents
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
COREVALUESINVESTMENT.COM
Weighing the Benefits of Prepaid Debit Cards
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/37nlPmN
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
COREVALUESINVESTMENT.COM
Perception vs. Reality
When the rules of the game change, tactics should follow in response to the new landscape.
COREVALUESINVESTMENT.COM
Revising Estate Strategy Assumptions
What did it take to become the richest man in Babylon?
COREVALUESINVESTMENT.COM
The Richest Man in Babylon
Check out the latest commentary from @CeteraIM which discusses the reasons for the most recent technology stock selloff: https://bit.ly/3dNCHH4
#economy #markets #stocks #techstocks
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2NL5gKu
10 tips that can head-off marriage money problems.
COREVALUESINVESTMENT.COM
Prevent a Rift: Money Tips for Newlyweds
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
COREVALUESINVESTMENT.COM
Monthly Market Insights | March 2021
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
COREVALUESINVESTMENT.COM
Mutual Funds vs. ETFs
The key to #healthcare in retirement might be a patchwork of different choices.
COREVALUESINVESTMENT.COM
Extended Care: A Patchwork of Possibilities
This Monthly Recap summarizes market performance, major events and news from February 2021. Read more here: https://bit.ly/3bTglkT
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
COREVALUESINVESTMENT.COM
Perception vs. Reality
When the rules of the game change, tactics should follow in response to the new landscape.
COREVALUESINVESTMENT.COM
Revising Estate Strategy Assumptions
The tax rules that govern donating art are complex and confusing. #taxes #art
COREVALUESINVESTMENT.COM
Donating Art: Taxation Abstraction
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
COREVALUESINVESTMENT.COM
Value vs. Growth Investing
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3t1RSB6
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
COREVALUESINVESTMENT.COM
A Look at Whole Life Insurance
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
COREVALUESINVESTMENT.COM
Monthly Market Insights | March 2021
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
COREVALUESINVESTMENT.COM
Mutual Funds vs. ETFs
You can help ensure that losing your wallet doesn't turn into something bigger.
COREVALUESINVESTMENT.COM
What to Do When You Lose Your Wallet
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3cyaq5o
Concerned about the social impact of your investments?
COREVALUESINVESTMENT.COM
Investing with Your Heart
The tax rules that govern donating art are complex and confusing. #taxes #art
COREVALUESINVESTMENT.COM
Donating Art: Taxation Abstraction
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
COREVALUESINVESTMENT.COM
Value vs. Growth Investing
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3t1RSB6
More #stimulus checks as economies reopen could provide a tailwind for the Q2 #economy. But does #inflation loom? Read more from @ceteraIM's #Outlook here: https://bit.ly/3tHTVKS
#Bonds #Stocks
M0 is the total of all physical currency worldwide. What’s it look like?
COREVALUESINVESTMENT.COM
How Big is Money?
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
COREVALUESINVESTMENT.COM
The SECURE Act
You can help ensure that losing your wallet doesn't turn into something bigger.
COREVALUESINVESTMENT.COM
What to Do When You Lose Your Wallet
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3cyaq5o
Concerned about the social impact of your investments?
COREVALUESINVESTMENT.COM
Investing with Your Heart
