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?
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
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
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
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An Overview of Renter’s Insurance
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
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
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
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
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
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?
What every parent needs to know about insuring his or her #teen #driver. #insurance
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Buying Auto Insurance For Teen Drivers
How prepared are you for retirement?
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The Pre-Retirement Checklist
There are four basic steps to calculating the value of an estate.
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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.
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Monthly Market Insights | November 2020
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
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
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
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
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Mortgages in Retirement
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
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
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
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
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
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
Long-term-care insurance is one of the most complex types of insurance you may consider. Learn more.
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What to Look for in a Long-Term Care Policy
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?
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
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 only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
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
Learn the language of life insurance.
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Term vs. Permanent Life Insurance
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
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
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?
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
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Do you have the proper estate management documents in place? Ignoring it isn't sound strategy.
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Estate Management Checklist
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
CORNERSTONELA.COM
Understanding the SECURE Act
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
CORNERSTONELA.COM
Mastering Mobile Lingo
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
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
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
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
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Why Medicare Should Be Part of Your Retirement Strategy
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Do you have the proper estate management documents in place? Ignoring it isn't sound strategy.
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Estate Management Checklist
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
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
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
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
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Why Medicare Should Be Part of Your Retirement Strategy
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
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
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
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
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
When it comes to investing, you may be your own worst enemy.
CORNERSTONELA.COM
Don’t Be Your Own Worst Enemy
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
Concerned about the social impact of your investments?
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Investing with Your Heart
Does your #business need some digital help? Here are some new #apps that might help!
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Top New Digital Tools for Small Businesses
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
CORNERSTONELA.COM
The Long Run: Women and Retirement
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
CORNERSTONELA.COM
Red Flags for Tax Auditors
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
Concerned about the social impact of your investments?
CORNERSTONELA.COM
Investing with Your Heart
Does your #business need some digital help? Here are some new #apps that might help!
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Top New Digital Tools for Small Businesses
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
CORNERSTONELA.COM
Monthly Market Insights | March 2021
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
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?
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Three important questions to consider before you start taking #SocialSecurity.
CORNERSTONELA.COM
Three Key Questions to Answer Before Taking Social Security
Three tips for giving smart from the heart.
CORNERSTONELA.COM
Charitable Giving: Smart from the Heart
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
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?
