THANK YOU!!! We are truly humbled and honored to be voted as the #1 Financial Advisor in Cape County.
For over 36 years, our clients and our community have been at the heart of everything we do.
This recognition reminds us every day of our primary mission: To LIVE Purposefully, WORK Diligently, and GIVE Generously.
We look forward to serving you and this great community for many more years to come!
Attention Estate Executors: Do you know about the Alternate Valuation Date?
CUBAFINANCIALGROUP.COM
Understanding the Alternate Valuation Date
The tax rules that govern donating art are complex and confusing. #taxes #art
CUBAFINANCIALGROUP.COM
Donating Art: Taxation Abstraction
Thursday is an exclusive evening for women, so grab a glass of wine and join us online! Attendees will have a chance to win 1 of 6 $25 gift cards to local spas! Register for this exclusive webinar below!
https://zoom.us/webinar/register/WN_yiYv-hTuQ6mBL6wv4VyvxA
Thursday is an exclusive evening for women, so grab a glass of wine and join us online! Attendees will have a chance to win 1 of 6 $25 gift cards to local spas! Register below!
https://zoom.us/webinar/register/WN_yiYv-hTuQ6mBL6wv4VyvxA
Cuba Financial Group
September 9 at 9:00 AM ·
The choices women make about working, having a family, or responding to life's challenges can have a significant impact on their financial future.
Join Tyler Cuba and industry consultant Marlene Bravo on Thursday, September 24th at 6 PM CT for this exclusive weekly webinar - Take Control of Your Future - geared towards helping women understand 5 important things they should know about investing for their future.
Registration Required:
https://zoom.us/webinar/register/WN_yiYv-hTuQ6mBL6wv4VyvxA
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
CUBAFINANCIALGROUP.COM
How to Make the Tax Code Work for You
The Cuba Financial Group Symphony Series starts tonight! Get your tickets before they're sold out! If you haven't seen Liesl play before, you are missing out! Best wishes to all the students for another great season!
TUE, OCT 13
Southeast Symphony Gala Opener
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
CUBAFINANCIALGROUP.COM
Monthly Market Insights | October 2020
Business owners should consider a succession plan sooner rather than later.
CUBAFINANCIALGROUP.COM
Succeeding at Business Succession
THANK YOU!!! We are truly humbled and honored to be voted as the #1 Financial Advisor in Cape County again in 2020!
For over 37 years, our clients and community have been at the heart of everything we do!
We realize this recognition comes with great responsibility to continue to meet the ever-changing needs of our clients in light of our primary mission: To LIVE Purposefully, WORK Diligently, and GIVE Generously.
With that in mind, we are grateful for your trust and confidence and look forward to continuing to serve you and this great community for many years to come!
Periodic withdrawals in retirement may not be such a good idea.
CUBAFINANCIALGROUP.COM
Systematic Withdrawals in Retirement
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
CUBAFINANCIALGROUP.COM
When Heirs are Imperfect
🎃 H A P P Y H A L L O W E E N ! 🎃
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
CUBAFINANCIALGROUP.COM
Social Security: Five Facts You Need to Know
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.
CUBAFINANCIALGROUP.COM
Monthly Market Insights | November 2020
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
CUBAFINANCIALGROUP.COM
Stay Safe with a B.O.P. At Your Back
May every day feel like a "Welcome Home" knowing just how much you are appreciated.
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
CUBAFINANCIALGROUP.COM
A Home Insurance Claim: To File Or Not To File
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
CUBAFINANCIALGROUP.COM
What is the Value of Your Business?
From all of us at CFG, have a wonderful Thanksgiving!!
How will your investments weather the ups and downs of the business cycle?
CUBAFINANCIALGROUP.COM
The Business Cycle
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
CUBAFINANCIALGROUP.COM
Monthly Market Insights | December 2020
Does your business have a retirement strategy that fits your short, long-term needs?
CUBAFINANCIALGROUP.COM
Choosing a Retirement Plan that Fits Your Business
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
CUBAFINANCIALGROUP.COM
Critical Estate Documents
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.
CUBAFINANCIALGROUP.COM
Do You Owe The AMT?
Help us congratulate Mrs. Abby Popp, Director of Client Services, on her 33rd Anniversary with Cuba Financial Group!
Abby has been instrumental in the long-lasting relationships we have with our clients, servicing their needs not only on a financial level, but also a personal level. Over the years she has run errands and cooked for clients, and routinely calls them "just to say hello".
Her knowledge and experience in the financial profession are hard to beat and we are extremely lucky to have her (and her wonderful smile!) on our team.
Congratulations, Abby! We love you!
(P.S. Tomorrow is also her birthday! Happy Birthday, Abby!)
"The pandemic has really stressed to people that having a financial plan is imperative to their financial success."
Tyler Cuba shares some insights about the importance of financial planning in the midst of the pandemic and as we hopefully get back to normal going into 2021.
SEMISSOURIAN.COM
Financial planning in the pandemic
Attention Estate Executors: Do you know about the Alternate Valuation Date?
CUBAFINANCIALGROUP.COM
Understanding the Alternate Valuation Date
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
CUBAFINANCIALGROUP.COM
Social Security: By the Numbers
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
CUBAFINANCIALGROUP.COM
Monthly Market Insights | January 2021
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
CUBAFINANCIALGROUP.COM
How to Retire Early
Help us congratulate Paul Mills on his 3rd Anniversary with Cuba Financial Group! In the last three years Paul has become a vital asset to our advisory team, helping grow our retirement plan solutions for employers and assisting the team in the development and implementation of the various planning strategies for physicians and those preparing for retirement.
Thank you for all you do, Paul! We're blessed to have you on our team!
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
CUBAFINANCIALGROUP.COM
Money that Buys Good Health is Never Ill Spent
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
CUBAFINANCIALGROUP.COM
The Cost of Medical Care
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
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
CUBAFINANCIALGROUP.COM
What If You Get Audited?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
CUBAFINANCIALGROUP.COM
Monthly Market Insights | February 2021
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
CUBAFINANCIALGROUP.COM
When Special Care Is Needed: The Special Needs Trust
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
CUBAFINANCIALGROUP.COM
Red Flags for Tax Auditors
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
CUBAFINANCIALGROUP.COM
18 Years’ Worth of Days
Reserve your digital front row seat for an exclusive conversation with former Federal Reserve Chair Dr. Ben S. Bernanke. His insights on how the economy can emerge and grow through times of adversity couldn't come at a better time. Contact the office for details!
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
CUBAFINANCIALGROUP.COM
Social Security: By the Numbers
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
CUBAFINANCIALGROUP.COM
Monthly Market Insights | March 2021
Three tips for giving smart from the heart.
CUBAFINANCIALGROUP.COM
Charitable Giving: Smart from the Heart
Your ideal #retirement may differ from reality, but we can work together to better align the two.
CUBAFINANCIALGROUP.COM
RE: Retirement
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
CUBAFINANCIALGROUP.COM
Tax Deductions You Won't Believe
Don't forget to reserve your digital front row seat for an exclusive conversation with former Federal Reserve Chair Dr. Ben S. Bernanke! Contact the office for details!
YOUTUBE.COM
In the Room with Dr. Ben S. Bernanke | Cetera
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
CUBAFINANCIALGROUP.COM
Prescription Drug Benefits Under Medicare (Part D)
