Did you know you can trade in an annuity or a life insurance policy without triggering a tax bill?
DOAKFINANCIAL.COM
What Is a 1035 Exchange?
“The Long Month of October” with Dr Dan Miller!
Join us for a High Energy Discussion!
Racial Divide, Political Divide, Global Pandemic, Warfluenza!
1918-2020; Prepare Yourself for an October like No Other You’ve Experienced!
Dan Miller
October 1 at 3:16 PM ·
It's my pleasure to announce a special event FREE to the public, courtesy of Doak Financial. You're invited to a special offering of my "The Long Month Of October" session on October 8, 3:30p-5:30p, at Bru Burger Bar, 350 Westfield Road, Unit 100, Noblesville IN 46060. Please RSVP to either Brian Doak or myself. Many thanks to Brian Doak for his support!
It's my pleasure to announce a special event FREE to the public, courtesy of Doak Financial. You're invited to a special offering of my "The Long Month Of October" session on October 8, 3:30p-5:30p, at Bru Burger Bar, 350 Westfield Road, Unit 100, Noblesville IN 46060. Please RSVP to either Brian Doak or myself. Many thanks to Brian Doak for his support!
Last week the #SenateSpecialCommitteeOnAging held a hearing in which they confirmed that women face much larger hurdles in attaining #FinancialSecurity in #retirement. According to the #NonpartisanCenterForRetirementResearch, on average, #women face a larger #RetirementSavings gap than men and experience higher #poverty rates at older ages.
MARKETWATCH.COM
This is why so many women face poverty in their old age
Have a strategy for discussing healthcare with your parents. #AgingParents
DOAKFINANCIAL.COM
Caring for Aging Parents
Understand the Risks you are taking and talk with a CFP Professional if you are seeking additional yield (income). There are always trade-offs, so be sure to understand your situation.
https://urldefense.com/v3/__https://advisor.zacksim.com/e/376582/You-About-the-Stock-Market-pdf/25pj3v/279347257?h=PqQR8KsBtTdr0Qf4s5jTahiAyYE4zd3yh7xkewXEDyU__;!!Cz2fjcuE!zW0i8HbQh30Mp5MUABP3M_CSyu0cmFuZXb1Jg1yjSHdAriu7HAFhTYT1eTPwwA$
The timing of #PrimeDay means the #HolidayShopping Season will kick off earlier than ever.
CNBC.COM
Amazon Prime Day set for Oct 13 and 14 after coronavirus delayed original summer date
You can help ensure that losing your wallet doesn't turn into something bigger.
DOAKFINANCIAL.COM
What to Do When You Lose Your Wallet
"The Long Month of October"
Brian Doak was live.
October 8 at 3:31 PM ·
Looking forward to my time w/Dr. Dan Miller of Historical Solutions this afternoon! We'll be discussing "The Long Month of October" & you'll want to tune in! We'll go Facebook Live @ 3:30pm. This is Leadership, using historical context...1918-2020...gear up; this will be good!
#Stocks sank after #PresidentTrump ended talks with #Democrats over #stimulus.
CBSNEWS.COM
Stocks dive after Trump pulls plug on stimulus talks
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
DOAKFINANCIAL.COM
Monthly Market Insights | October 2020
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
DOAKFINANCIAL.COM
Tax Deductions You Won't Believe
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
DOAKFINANCIAL.COM
Budgeting After a Divorce
When #HouseHunting, the price of #HomeownersInsurance probably isn’t top of mind. But homes with hidden risks can make getting coverage difficult, expensive, or both. Learning how to identify them could save you a bundle.
MARKETWATCH.COM
Beware of these hidden hazards that can increase the cost of your homeowners insurance
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
DOAKFINANCIAL.COM
Changing Unhealthy Behaviors
The term #DigitalDollar has been popping up in several #stimulus drafts lately, as well as various white papers from the #IMF and other finance-related institutions, and also private-sector projects over the last few years. While a #NewCurrency is unlikely to be instituted as a result of a 5-page #SenateBill, its presence should act as a reminder of where the financial system is most certainly headed.
MEDIUM.COM
Are You Ready for Your New Bank Account?
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
DOAKFINANCIAL.COM
Four Really Good Reasons to Invest
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
DOAKFINANCIAL.COM
Buying vs. Leasing a Car
FORBES.COM
It May Be In Turmoil, But The Oil Business Isn’t Going Away
The more diligent you are about exploring the alternatives to #retirement and #Long-TermCare homes, the more you’ll understand why these facilities exist. This rethink of institutionalized care for #seniors is based on health factors but there’s a lot more to consider, financial factors among them, if you see #aging at home as a preferable option for you or a family member.
THEGLOBEANDMAIL.COM
There’s a cost in money, isolation and family stress when seniors choose to remain in their own private homes
Thinking of volunteering in retirement? Some considerations. #Volunteering
DOAKFINANCIAL.COM
Volunteering in Retirement
AXIOS.COM
The long wait for Google's $2.1 billion Fitbit deal
MLASPENPEAK.COM
Say Aloha To The Ultimate In Wellness At Sensei Lāna'i, A Four Seasons Resort
Call me to discuss some Short-Term, or even Ultra Short-Term ideas that may work for some of that Savings. We often find strategies for people "holding" money for certain future events, or needs. Market Neutral strategies can also be a valuable addition.
BLOOMBERG.COM
Where Should I Put My Savings? Options for the Medium-Term
#Retirement savers will be disappointed with the contribution limits for next year, but at least more people will qualify for retirement #TaxBreaks in 2021. The maximum income levels allowed to make #deductible contributions to #TraditionalIRAs, contribute to #RothIRAs, and claim the #Saver'sCredit all increase for 2021.
KIPLINGER.COM
Bad News on IRA and 401(k) Contribution Limits for 2021 | Kiplinger
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
DOAKFINANCIAL.COM
Countering Counterfeit Currency
Today’s uncertain #investing environment presents a serious dilemma to many #pre-retirees and #retirees: How much money can you afford to risk by investing in the #StockMarket?
FORBES.COM
Worried About Investing In Stocks During Retirement?
Did you know that women control 51% of all personal wealth in the United States?
DOAKFINANCIAL.COM
Women on the Rise
#CollegeTuition #PaymentPlans help families pay tuition bills over time instead of all at once. Generally, payments are monthly and must be completed before the end of the associated academic term.
FORBES.COM
College Payment Plans: An Alternative To Student Loans
What do you need to know in the face of post COVID-19 volatility?
DOAKFINANCIAL.COM
Pullbacks, Corrections, and Bear Markets
SPORTFISHINGMAG.COM
5 Drivable Fishing Destinations
How about something fun today?!? DYK that on this day (Nov 3rd) in 2000, "The Legend of Bagger Vance" was released in movie theaters?
Bagger Vance: Yeah the rhythm of the game just like the rhythm of life...
#FindHarmony #FindRhythm #FindYourAuthenticSwing
If you’re 55 or over, your #retirement may be more uncertain than ever before. Despite that more people than ever are retiring early in the face of an ongoing #pandemic, an uncertain #economy, and record low-interest rates.
FORBES.COM
The Most Dangerous Age For Retirement
If you died, what would happen to your email archives, social
profiles, and online accounts?
DOAKFINANCIAL.COM
Safeguard Your Digital Estate
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
DOAKFINANCIAL.COM
Where Is the Market Headed?
It feels like the second Halloween ended, sneaky elves got to work stocking the shelves and lighting up the streets with all things #Christmas. Ho, ho, wait — it’s not even #Thanksgiving yet! It’s not surprising because we need all the joy we can get.
MEDIUM.COM
Supporting Small Business is the Best Gift You Can Give Your Community
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
DOAKFINANCIAL.COM
When Special Care Is Needed: The Special Needs Trust
Home of the free because of the brave. Thank you to all veterans (past, present, and future) for your service.
Follow these tips and you could #save hundreds of dollars on your #EverydayExpenses each year.
RD.COM
6 Household Bills You Didn’t Know You Could Negotiate
The savings rate is the government’s estimate of how much U.S. households are saving.
DOAKFINANCIAL.COM
U.S. Personal Savings Rate
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
DOAKFINANCIAL.COM
Social Security: Maximizing Benefits
AWESOME morning!
Started in The Pain Cave w/@PushUpMachine crew & another POWERFUL workout.
Left there to support @LittleRedDoorCancerAgency & the 13th Annual Face of Hope Breakfast! (#CancerIsntCancelled)
Finally, to Hamilton Heights HS to speak w/Students about Leadership!
FUN
Financial Strength is an area we focus on daily @DoakFinancial, but we always want to keep in mind the four pillars from William H. Danforth’s book, “I Dare You.”
The Founder of Purina believed in:
Mental Strength
Physical Strength
Social Strength
Spiritual Strength
The Push Up Machine helps in many ways!
Push Up Machine
November 19 at 12:38 PM ·
PUM LIVE Guest of the Week Brian Doak
PUM LIVE in BETA (Launch date December 7th)
We bring the group workout to you every Monday, Wednesday and Friday.
6 am EST
The focus is strength through bodyweight, functional movement and gravity. The safest and most effective way to get in the best shape of your life.
Thank you Brian and Doak Financial for joining us in the cave this week and dropping some knowledge. #PUM
Canadian sitcom darling #Schitt’sCreek has touched the hearts and homes of thousands as it follows the Rose family’s adventures in being broke. After their fall from great wealth, the Rose family has to learn a new way of life. Along the way, there are plenty of valuable #MoneyLessons you can apply to your own life.
THESIMPLEDOLLAR.COM
7 Money Lessons To Learn From Schitt's Creek - The Simple Dollar
How will your investments weather the ups and downs of the business cycle?
DOAKFINANCIAL.COM
The Business Cycle
Who wanted "out of the markets" last March?
How about before the Elections?
Now, some want to wait for a vaccine.
ALTERNATIVE APPROACH: Manage the Risk, not the Timing!
CALAMOS.COM
How 2020 Makes the Case for Staying Invested
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
DOAKFINANCIAL.COM
The Business Cycle
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
DOAKFINANCIAL.COM
How to Retire Early
Don't forget to visit smile.amazon.com when you do your shopping and support your favorite charity, like the Hamilton Heights Educational Foundation!
ETONLINE.COM
Best Black Friday 2020 Travel Gear Deals at Amazon
Doak Financial wishes the Lady Huskies all the best in their Home Opener tonight!
Join the Foundation Fanatics to support the Teachers & Students of Hamilton Heights!
#HHEF #WeAreHuskies #TogetherTough
There's been mostly good news on the #coronavirus #vaccine front. Two separate vaccine makers (#Moderna and #Pfizer) say their #vaccines are about 95% effective with no major safety concerns, and Pfizer has applied to the #FoodAndDrugAdministration for emergency authorization. The hope is that many people can begin to get immunized by April, according to the #NationalInstitutesOfHealth Director Dr. Francis Collins.
CNN.COM
Why coronavirus vaccine polling numbers are mostly good news
Periodic withdrawals in retirement may not be such a good idea.
DOAKFINANCIAL.COM
Systematic Withdrawals in Retirement
While #Medicare makes #HealthCare a lot more affordable for older #Americans, it’s also an extraordinarily complex program to navigate, and it doesn’t cover all your #MedicalCosts.
THEPENNYHOARDER.COM
7 Commonly Asked Medicare Questions (You’re Not the Only One Who’s Confused)
THEMORTGAGEREPORTS.COM
Why Experts Say Waiving A Home Inspection Is A Bad Idea
We know business is tough out there, but it's tough @ the schools, too! Show your Community Support by Joining the Foundation Fanatics! Please Share these messages to any/all business owners, or families, that want to support Education @ Hamilton Heights.
#HHEF #WeAreHuskies
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
DOAKFINANCIAL.COM
Choosing a Business Structure
Proud Alum. Have you thought about YOUR Legacy? How are you going to transition your wealth? Let's PLAN YOUR GIFTS.
DUQ.EDU
$1.5 M Gift Creates Center for Student Success in Palumbo-Donahue School of Business
Some companies are turning health insurance shopping over to their employees, but they aren’t leaving them without resources. They’re sending employees to individual markets to find coverage and then reimbursing them, at least partially, for the cost.
STLTODAY.COM
Employers ask workers to shop for health coverage
Falling short financially in #retirement is a major concern among working #Americans, and often, it's an issue that comes into play for lower earners who don't have the means to max out an #IRA or #401(k) plan year after year. But wealthier Americans are worried, too.
FOXBUSINESS.COM
Half of Americans with incomes over $100,000 fear they'll never retire
FOOL.COM
Can You Claim the Lifetime Learning Credit (LLC) for Your Taxes? | The Motley Fool
Will the rollout of #CoronavirusVaccines boost the #economy and spark #inflation?
MARKETWATCH.COM
Where’s the stock market going next? Look at the 1960s for an answer, says a Fidelity strategist
Ben Franklin used compound interest to make big contributions to his two favorite cities.
DOAKFINANCIAL.COM
The Power of Compound Interest
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
DOAKFINANCIAL.COM
Monthly Market Insights | December 2020
Sector investing may present an opportunity — if you do your homework. #investing
DOAKFINANCIAL.COM
The Utility of Sector Investing
My friend, @DanMiller, has been talking for some time about the “20’s Rhyming the 20’s.”
#Markets have been Roaring.
How’s your Main Street doing?
Let’s Navigate YOUR Plan Together.
How are your tax dollars spent?
DOAKFINANCIAL.COM
What Do Your Taxes Pay For?
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
DOAKFINANCIAL.COM
Personal Finance Tips for Military Families
LPL Research's Outlook 2021 is now available. Check it out here.
If you would like renewed help along YOUR Financial Journey, please contact me. I'm an Experienced Guide, willing to help Navigate 2021 and beyond!
YOUTUBE.COM
LPL Research’s Outlook 2021
Great opportunity for anyone that seeks Leadership conversations, rooted with a Historical backdrop. I value my relationship with Dan Miller and Historical Solutions!
Life IS like a River and together, Dan and I would like to help Guide you along YOUR Journey!
Dan Miller
December 10 at 11:37 AM ·
Just a reminder. I'm offering a Christmas special that runs all December. In fact, I have a new client who came to me via this Christmas special. So, to refresh, here it is.
First, you can get a one-time session that helps you take stock of your year. You and I will use the 1918-1920 pandemic as a frame for exploring 2020-2021 for you. 60 minutes, customized 6-page Guidebook for you. December price: $100!
Second, you can provide a friend, family member, or work colleague with a 3-part series between him or her and myself. The River of a historical person, place, or event will be chosen by me after the first session and will frame sessions two and three. Both session two and three will produce a Guidebook as well. Each session is 60 minutes. December price: $200!
Customized, personalized, individualized. Everything confidential and everything geared toward practical use and application.
Let me know if you'd like to discuss. Thanks much.
Falling short financially in #retirement is a major concern among working #Americans, and often, it's an issue that comes into play for lower earners who don't have the means to max out an #IRA or #401(k) plan year after year. But wealthier Americans are worried, too.
FOXBUSINESS.COM
Half of Americans with incomes over $100,000 fear they'll never retire
#Congress is scrambling to pass a new #coronavirus #ReliefPackage and #government funding bill by midnight before the government shuts down. While negotiations are taking longer than lawmakers anticipated, they're hopeful they'll be able to strike a deal.
CBSNEWS.COM
Congress nearing deal on COVID-19 relief package and funding to avoid shutdown
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
DOAKFINANCIAL.COM
Tax Rules When Selling Your Home
As complex as the details of taxes can be, the income tax process is fairly straightforward.
DOAKFINANCIAL.COM
How Income Taxes Work
In a few days #Congress will adjourn for the #Holidays, and in that short period of time there may (or may not) be a successful economic #stimulus #bill.
FORBES.COM
As Stimulus Stalls, Congress Upends Retail’s Christmas Dream
There are billions in unclaimed dollars in the US. Is some of that yours?
DOAKFINANCIAL.COM
Surprise! You’ve Got Money!
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
DOAKFINANCIAL.COM
When Special Care Is Needed: The Special Needs Trust
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
DOAKFINANCIAL.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
Doak Financial and the Foundation Fanatics want to wish the Hamilton Heights Huskies the best of luck at their matchup tonight with Seton Catholic. Go Huskies!
#HHEF #WeAreHuskies
#Congress is scrambling to pass a new #coronavirus #ReliefPackage and #government funding bill by midnight before the government shuts down. While negotiations are taking longer than lawmakers anticipated, they're hopeful they'll be able to strike a deal.
CBSNEWS.COM
Congress nearing deal on COVID-19 relief package and funding to avoid shutdown
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
DOAKFINANCIAL.COM
Tax Rules When Selling Your Home
When considering a record keeping system for your business, you need to ask yourself some very important questions
DOAKFINANCIAL.COM
Keeping Good Records is Good Business
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
DOAKFINANCIAL.COM
A Brief Guide To Condo Insurance
Every year since 1947, the U.S. President pens an economics textbook.
DOAKFINANCIAL.COM
Required Reading: The Economic Report of the President
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
DOAKFINANCIAL.COM
When Special Care Is Needed: The Special Needs Trust
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
DOAKFINANCIAL.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
Doak Financial and the Foundation Fanatics want to wish the Hamilton Heights Huskies the best of luck at their matchup tonight with Seton Catholic. Go Huskies!
#HHEF #WeAreHuskies
Everyone envisions something a little different for their #retirement. One thing we all probably have in common, though, is the desire for #FinancialSecurity after spending decades in the workforce. But how do you know if you’ll have enough to #retire?
THEBALANCE.COM
Can You Get By on the Average Retirement Income?
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
DOAKFINANCIAL.COM
Social Security: Maximizing Benefits
Consider a bucket plan to go with your bucket list. #RetirementSavings
DOAKFINANCIAL.COM
A Bucket Plan to Go with Your Bucket List
When considering a record keeping system for your business, you need to ask yourself some very important questions
DOAKFINANCIAL.COM
Keeping Good Records is Good Business
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
DOAKFINANCIAL.COM
A Brief Guide To Condo Insurance
Findings from a study conducted by the #MIT AgeLab explored what people anticipate doing in #retirement.
FORBES.COM
The Most Overlooked Flaw In Your Retirement Plan And How To Fix It
Are you ready for school—again?
DOAKFINANCIAL.COM
Estimating the Cost of College
FOUNDATION FANATICS ALERT!
The Hamilton Heights Educational Foundation is excited that W.R. Dunkin has joined Doak Financial as a Foundation Fanatic!
Does your business, or family, want to join the Foundation Fanatics? Contact @dmlcjo or @DoakFinancial to learn more.
@HHSCSupt
Some rural areas are leading the charge in the #CoronavirusVaccine rollout.
NPR.ORG
COVID-19 Vaccinations Are Off To A Slow Start — But Not In Some Rural Areas
A home is the single largest financial commitment for most people. What mortgage fits you best?
DOAKFINANCIAL.COM
Choosing a Mortgage
Has watching football helped you feel "normal."
NYTIMES.COM
What to Watch as Alabama Plays Ohio State for the College Football Playoff Title
Own your own business (or know someone who does)? Want to start planning for retirement? Want some help establishing a plan?
Let's Chat! (www.DoakFinancial.com)
FORBES.COM
SEP IRA vs Solo 401(k): Which Should You Choose?
Get Outdoors and Enjoy Your Journey!
OUTSIDEONLINE.COM
A Simple Plan to Get Your Family Outside More Often
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
DOAKFINANCIAL.COM
Directors and Officers Liability Insurance
FORBES.COM
What Does Pet Insurance Cover?
Want to talk about Growth? Green Infrastructure? Inflation? Emerging Markets? Give me a call to discuss YOUR Portfolio!
CALAMOS.COM
Having Turned the Page on a 54% 2020, CNWIX’s Niziolek Sees a Continued Bright Future for Emerging Markets
The tax rules that govern donating art are complex and confusing. #taxes #art
DOAKFINANCIAL.COM
Donating Art: Taxation Abstraction
According to data from the #COVIDTrackingProject, #corona-related hospital stays have declined for the last 10 days.
FORBES.COM
Rare Good Covid News: Hospitalizations Drop For 10 Straight Days
Test your estate strategy knowledge with this short quiz.
DOAKFINANCIAL.COM
Test Your Estate Strategy Knowledge
Your ideal #retirement may differ from reality, but we can work together to better align the two.
DOAKFINANCIAL.COM
RE: Retirement
Let's Talk Convertibles!
LORDABBETT.COM
Convertibles: Should You Look at the 2021 Model? | Lord Abbett
The most appropriate allocation of assets will be different for each investor.
DOAKFINANCIAL.COM
Asset Allocation
Own your own business (or know someone who does)? Want to start planning for retirement? Want some help establishing a plan?
Let's Chat! (www.DoakFinancial.com)
FORBES.COM
SEP IRA vs Solo 401(k): Which Should You Choose?
How literate are you when it comes to your finances? Brush up with these five basics.
DOAKFINANCIAL.COM
The Five Basics of Financial Literacy
Great dialog this afternoon with @DanMiller as we travelled down another important stretch of The River! How are you navigating these “Rough Waters?” Contact either of us if you would like some guidance along YOUR Journey.
What it really means once you’re #vaccinated.
MARKETWATCH.COM
I got my COVID-19 vaccination. Now what? Can I get on a plane, or visit my family? Do I still need to wear my mask?
Happy to host and welcome this wonderful group back to our office!
Life IS Like a River.
Join us while Dan shares a few “paddles” to help you navigate these “Rough Waters.”
Dan Miller
January 28 at 10:19 AM ·
One seat open! Take it if you're able to do so! Today, my "Rough Waters" Talkshop will explore Q1 2021. 3p-4:30p today, social distance and safe. Doak Financial, 350 Westfield Road, Suite 230, Noblesville IN 46060. $50.
Is your retirement portfolio subject to “sequence of returns” danger?
DOAKFINANCIAL.COM
Retirement Income and the Traditional Portfolio
According to data from the #COVIDTrackingProject, #corona-related hospital stays have declined for the last 10 days.
FORBES.COM
Rare Good Covid News: Hospitalizations Drop For 10 Straight Days
Busy Day, FOUNDATION FANATICS!!
They Boys Battle for 1st Place in the Conference @ Home @ 1:30! Then the Girls Go For a Sectional Championship in New Castle @ 7:30! #OrangeNation #TogetherTough #WeAreHuskies
@HHSCSupt @hhedfoundation @Heights_BBall @HuskyGirlsHoops @wrdunkin
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
DOAKFINANCIAL.COM
Critical Estate Documents
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
DOAKFINANCIAL.COM
Monthly Market Insights | February 2021
Great opportunities to expand your perspective and think critically about our current environment! I encourage you all to tune in! Let me know if you need help joining the sessions. #HistoricalLeadership
Dan Miller
February 4 at 1:54 PM ·
Announcement: Monday night, Feburary 8, 2021, 7:00pm EST, a special 30-minute Facebook Live Show: "Two Stars In Deep Space--You, The Next Day's Impeachment Trial, and Stories of 1807 and 1833-34. You're invited.
Meanwhile, see you tomorrow at 12 noon EST for "Today In Leadership History" and you still have time to sign up for tomorrow 3p-4:30p EST, "Rough Waters--Q1 2021, Your Leadership, and the Bend in American River." $50, online via webex.
See you soon.
In a recent update from the #SmallBusinessAdministration on the second round of #PaycheckProtectionProgram or #PPPLoans to small businesses, adoption has been rather slow. In fact, only about a quarter of the allotted funding has been requested. What’s different this time around?
MARKETPLACE.ORG
Businesses aren’t flocking to this round of PPP loans
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
DOAKFINANCIAL.COM
A Home Insurance Claim: To File Or Not To File
Earnings season can move markets. Find out why.
DOAKFINANCIAL.COM
Earnings for All Seasons
Let's chat about a portfolio of Leisure & Entertainment Stocks that may well benefit from a "Roaring 20's" type mindset. We saw the Roaring 1920's after their pandemic & World War; here we sit 100yrs later in the 2020's. Does history rhyme? Let's chat!
CNBC.COM
Spirit Airlines is hiring pilots and flight attendants again in hopes of pandemic recovery
Get Fanatical, #OrangeNation!
Better yet, make a contribution to the Hamilton Heights Educational Foundation and become a Foundation Fanatic!!
@HHEdFoundation @HHSCSupt
#WeAreHuskies #TogetherTough
IHSAATV.ORG
Husky Sports Network
Despite efforts to lower the dollar amount on a possible #ThirdStimulusCheck, #Democrats successfully kept the threshold at $1,400. Under their proposal, all #Americans earning less than $75,000 would receive another check.
FASTCOMPANY.COM
Third stimulus checks update: $1,400 still on the table after GOP attempt to lower threshold defeated
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
DOAKFINANCIAL.COM
When Markets React
CNBC.COM
One big reason the market is still rallying: Companies are slashing costs
Everyone wants to Participate in the Upside. Do you have a way to Protect on the Downside?
#BalancedPortfolios #AssetAllocation #YourFinancialPlan
Here are 4 unexpected locations that make great places to #raise your #family.
DOAKFINANCIAL.COM
Four Great, Unexpected Places to Raise a Family
Plan ahead so that you can #save, spend, and #invest wisely.
MARTHASTEWART.COM
Four Simple Tips for Effectively Budgeting Your Money
Changes made by restaurants to cope with the #pandemic may not go away when things are “normal.”
MORNINGBREW.COM
Restaurants Redesign for a Post-Covid Future
Concerned about identity theft? Some things to leave at home. #IdentityTheft
DOAKFINANCIAL.COM
Please Leave Home Without It
We all have a money personality type, and our attitude impacts all our financial decisions, especially #retirement. Discovering your “money personality type” can help you avoid mistakes and build on your strengths, so your #financial future is more secure.
NEWRETIREMENT.COM
What is Your Money Personality Type? Will it Impact Your Retirement?
College Countdown: A parent’s guide on how to prepare during high school.
DOAKFINANCIAL.COM
Countdown to College
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
DOAKFINANCIAL.COM
Five Most Overlooked Tax Deductions
Everyone wants to Participate in the Upside. Do you have a way to Protect on the Downside?
#BalancedPortfolios #AssetAllocation #YourFinancialPlan
Here are 4 unexpected locations that make great places to #raise your #family.
DOAKFINANCIAL.COM
Four Great, Unexpected Places to Raise a Family
Plan ahead so that you can #save, spend, and #invest wisely.
MARTHASTEWART.COM
Four Simple Tips for Effectively Budgeting Your Money
Buying a home may be your largest financial commitment. Which loan is best for your situation?
DOAKFINANCIAL.COM
Fixed or Variable Mortgage, Which Should You Pick?
Last week, #MortgageRates shot up with #BondYields—but they're still well below last year's levels.
MORNINGBREW.COM
US Home Prices Spiked in December
The savings rate is the government’s estimate of how much U.S. households are saving.
DOAKFINANCIAL.COM
U.S. Personal Savings Rate
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
DOAKFINANCIAL.COM
Monthly Market Insights | March 2021
More than 72% of #K-12Students now attend #schools that offer in-person or hybrid learning models.
AXIOS.COM
More schools are reopening in the U.S.
When considering a record keeping system for your business, you need to ask yourself some very important questions
DOAKFINANCIAL.COM
Keeping Good Records is Good Business
Many #Americans take multiple #medications, and understanding #DrugInteractions is critical. Learning how the #COVIDVaccine may interact with your medicines.
AARP.ORG
Can You Mix the COVID Vaccine and Medications?
"Markets were Up Big yesterday. Why are they Down today?"
"Why do you ask? Do you need cash? Do you anticipate a large expense in the next few weeks? If not, let's look back along our Financial Journey & realize that it will likely be different 6-12 months from now." #YourPlan
Can group and private disability policies work together? #DisabilityInsurance
DOAKFINANCIAL.COM
Can Group, Private Disability Policies Work Together?
POPSCI.COM
Find something for your home or yard with this sale of Costway Furniture
In the blink of an eye the #COVID-19 #pandemic had extinguished the longest period of expansion in U.S. history. In terms of measuring the recovery, economists are looking most closely at #GrossDomesticProduct. Find out what goes into the measurement of an #EconomicRecovery.
FIVETHIRTYEIGHT.COM
How The Experts Are Measuring The Economic Recovery
Learn more about whether you need to pay estimated taxes.
DOAKFINANCIAL.COM
You May Need to Make Estimated Tax Payments If…
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
DOAKFINANCIAL.COM
A House Divided
#Americans are ready to spend, signaling a coming #economic boom, with $1.6 trillion in savings more than enough to close the hole in the #economy.
MEDIUM.COM
Americans are ready to spend
U.S. #airline executives on Monday pointed to concrete signs of a domestic leisure #travel recovery as a slowing pandemic drives spring and summer bookings, pushing shares to their highest level since the #coronavirus crisis hit the sector a year ago.
REUTERS.COM
U.S. airlines see recovery 'with legs,' shares climb to pre-pandemic levels
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
DOAKFINANCIAL.COM
Year-End Charitable Gifting and You
Wishing your day is filled with a bit of Irish luck and good fortune!
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
DOAKFINANCIAL.COM
A New Way to Look at Your Bucket List
Money started wiring to Americans, and #StimulusChecks went in the mail from the #IRS this weekend. Here is what you can do if you don’t see any money in your account yet.
OREGONLIVE.COM
What to do if you don’t see the stimulus deposit in your bank account this weekend
Can group and private disability policies work together? #DisabilityInsurance
DOAKFINANCIAL.COM
Can Group, Private Disability Policies Work Together?
#RenewableEnergy is becoming a go-to as the #Oil and #Gas companies tighten their reigns.
QZ.COM
Global spending on renewables is quickly catching up to oil and gas
If you don’t have an #estatestrategy, here’s some reasons why you should.
DOAKFINANCIAL.COM
Why Everyone Needs an Estate Strategy
Happy National Puppy Day to all of our dog enthusiasts! Let's celebrate our loyal friends today!
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
DOAKFINANCIAL.COM
To Buy or Not to Buy
It's hard to believe it was only a year ago that the #economy was essentially put on ice.
FORTUNE.COM
Can the stock market crash during an economic boom?
Many have heard they should avoid probate; do you understand what probate is and how it works?
DOAKFINANCIAL.COM
Problems with Probate
