Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
CUDDYWEALTH.COM
Year-End Charitable Gifting and You
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
CUDDYWEALTH.COM
Understanding the Basics of Medigap Policies
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
CUDDYWEALTH.COM
Building Your Legacy
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
CUDDYWEALTH.COM
The Business Cycle
Just entering retirement? Here's what you need to know.
CUDDYWEALTH.COM
9 Facts About Retirement
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
CUDDYWEALTH.COM
Avoiding Cognitive Decline
Do you know how missing the best and worst market days might affect your #portfolio?
CUDDYWEALTH.COM
It Was the Best of Times, It Was the Worst of Times
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
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
CUDDYWEALTH.COM
The Long Run: Women and Retirement
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?
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
CUDDYWEALTH.COM
Inflation & Your Money
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
CUDDYWEALTH.COM
Estate Management 101
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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Dog Bites Neighbor. Now What?
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
CUDDYWEALTH.COM
The Economic Journey of Your Morning Coffee
Want to bring your pet on a trip AND stay on budget? Compare prices on menus and rates of hotels for pet-friendly accommodations. #travel #pets
BRINGFIDO.COM
BringFido: Pet Friendly Hotels & Dog Travel Directory
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
CUDDYWEALTH.COM
Certain Uncertainties in Retirement
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
CUDDYWEALTH.COM
Tax Rules When Selling Your Home
Bringing your dog on a road trip can be fun for everyone! Avoid unforeseen expenses and losing your sanity by following these tips. #travel #pets
GOPETFRIENDLY.COM
The Ultimate Pet Friendly American Road Trip | 9 Suggested Itineriaries
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
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
CUDDYWEALTH.COM
Put It in a Letter
Thinking of flying your pet with you? There’s definitely a lot to do before booking your ticket. Follow this helpful preparation check list. #travel #pets
SMARTERTRAVEL.COM
Flying with a Dog? Here's What You Need to Know
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
CUDDYWEALTH.COM
Building Your Legacy
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
CUDDYWEALTH.COM
Life and Death of a Twenty Dollar Bill
If your pet would prefer to travel with you, consider microchipping him or her to increase your chance of being reunited in case you get separated. #travel #pets
HUMANESOCIETY.ORG
High tech: Identifying lost pets with microchips
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
CUDDYWEALTH.COM
How to Read Your Credit Report
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
CUDDYWEALTH.COM
Insurance Needs Assessment: When You're Young and Single
Considering alternative investments? It’s critical to sort through the complexity. #video
CUDDYWEALTH.COM
Alternative Investments - Going Mainstream
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
When was the last time you updated your will?
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Will Power
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
CUDDYWEALTH.COM
Buying vs. Leasing a Car
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
CUDDYWEALTH.COM
Tax Rules When Selling Your Home
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
CUDDYWEALTH.COM
Monthly Market Insights | March 2021
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
CUDDYWEALTH.COM
What Is a 1035 Exchange?
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine, and Ours: Estate Strategies for Second Marriages
Ben Franklin used compound interest to make big contributions to his two favorite cities.
CUDDYWEALTH.COM
The Power of Compound Interest
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
CUDDYWEALTH.COM
Red Flags for Tax Auditors
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
CUDDYWEALTH.COM
Understanding the SECURE Act
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
Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say? #CashFlow
CUDDYWEALTH.COM
What Is My Current Cash Flow?
What will your family do if you can't earn an income? Here are steps you can take today.
CUDDYWEALTH.COM
Disability Income
What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
CUDDYWEALTH.COM
Comparing Mortgage Terms
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
CUDDYWEALTH.COM
Red Flags for Tax Auditors
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
CUDDYWEALTH.COM
9 Facts About Social Security
Business owners should consider a succession plan sooner rather than later.
CUDDYWEALTH.COM
Succeeding at Business Succession
