October 1st is International Coffee Day. Take a break and have some!
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
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
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
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Where Is the Market Headed?
Your #insurance needs don’t stay the same when the nest empties, but what changes?
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Insurance Needs Assessment: For Empty Nesters and Retirees
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
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
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?
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Long-term care refers to services needed by those who have a chronic illness or disability.
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Understanding Long-Term Care
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
The rate of savings growth in the U.S. has slowed as the economic environment has improved. The pattern of spending during good times and saving during bad times is understandable, but a better approach is a steady, consistent program of saving. #NationalSavingsDay
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Your Cash Flow Statement
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
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The Three Keys to a Great Password
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
How prepared are you for retirement?
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The Pre-Retirement Checklist
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
As we approach 2021, have you thought about your financial goals? A new year is always a good time to reevaluate and make changes. Start the conversation and reach out to your Financial House planner with any questions. We're here to help!
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Lifestyle inflation can be the enemy of wealth building.
FINANCIALHOUSE.COM
Keeping Up with the Joneses
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
Do you like a good scare for #Halloween? We do! But, you shouldn't get one from your finances. We can help you get organized so that you can potentially see "treats" not "tricks when looking at your accounts.
#halloween2020 #trickortreat
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
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Errors and Omissions Insurance
Second homes have unique risks and insuring them is different than a primary home.
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Insuring Your Second Home
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
Emily's family loves to hike. They reside near Kennett Square, PA. Leave a comment with some must-visit trail suggestions!
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
FINANCIALHOUSE.COM
Lesser Known Provisions of the SECURE Act
As complex as the details of taxes can be, the income tax process is fairly straightforward.
FINANCIALHOUSE.COM
How Income Taxes Work
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
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
We're thankful for our clients and partners and the trusted relationships we share.
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
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.
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Estate Management 101
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
Our Financial Planners and Planner Assistants are devoted to offering seamless service to our clients while we are working from home.
Planner Assistant, Mary Padilla, has her own "assistant", Stella, while working from her home office. Stella enjoys filing.
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
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Inventorying Your Possessions
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Have a strategy for discussing healthcare with your parents. #AgingParents
FINANCIALHOUSE.COM
Caring for Aging Parents
Ben Franklin used compound interest to make big contributions to his two favorite cities.
FINANCIALHOUSE.COM
The Power of Compound Interest
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
FINANCIALHOUSE.COM
9 Facts About Social Security
Annuities: One option for retirement-minded individuals.
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Immediate vs. Deferred Annuities
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
There's no place like home for the holidays. Wishing you all joy and peace this season.
#happyholidays
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
FINANCIALHOUSE.COM
Put It in a Letter
You’re the conductor of your 401k, IRA and taxable savings.
FINANCIALHOUSE.COM
Orchestrating Your Retirement Accounts
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
FINANCIALHOUSE.COM
9 Facts About Social Security
Annuities: One option for retirement-minded individuals.
FINANCIALHOUSE.COM
Immediate vs. Deferred Annuities
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
FINANCIALHOUSE.COM
Social Security: Maximizing Benefits
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
FINANCIALHOUSE.COM
Are Alternative Investments Right for You?
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
Many have heard they should avoid probate; do you understand what probate is and how it works?
FINANCIALHOUSE.COM
Problems with Probate
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
FINANCIALHOUSE.COM
Critical Estate Documents
Have a kid heading off to college? Here are a few tips.
FINANCIALHOUSE.COM
A Cheat Sheet for Sending Your Kid to College
You’re the conductor of your 401k, IRA and taxable savings.
FINANCIALHOUSE.COM
Orchestrating Your Retirement Accounts
There are benefits and limitations when using a living trust. #LivingTrust
FINANCIALHOUSE.COM
A Living Trust Primer
Even though the season has come to an end, Joe is still Flying HIGH with the Eagles! What are you looking forward to in the 2021 season?
Even low inflation rates can impact your retirement outlook over time.
FINANCIALHOUSE.COM
Inflation - Back to the Future
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
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Coaches
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
Many have heard they should avoid probate; do you understand what probate is and how it works?
FINANCIALHOUSE.COM
Problems with Probate
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
FINANCIALHOUSE.COM
Protecting Your Home Against Flood Loss
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
FINANCIALHOUSE.COM
Understanding the Basics of Medigap Policies
An ILIT could play a role in your estate strategy.
FINANCIALHOUSE.COM
A Primer on Irrevocable Life Insurance Trusts
If you died, what would happen to your email archives, social
profiles, and online accounts?
FINANCIALHOUSE.COM
Safeguard Your Digital Estate
Even though the season has come to an end, Joe is still Flying HIGH with the Eagles! What are you looking forward to in the 2021 season?
Even low inflation rates can impact your retirement outlook over time.
FINANCIALHOUSE.COM
Inflation - Back to the Future
Long-term care: three words many people hope they'll never need.
FINANCIALHOUSE.COM
Understanding Long-Term Care
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
FINANCIALHOUSE.COM
Social Security: The Elephant in the Room
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
FINANCIALHOUSE.COM
To Buy or Not to Buy
Financial House is proud to be a sponsor of the Kennett Education Foundation, which helped fund the KHS “Business Exploration Class” Grant!
“Business Exploration”, is a new course for KHS students to acquire important, real-world money management skills.
It's never too early to start teaching kids about financial responsibility.
https://bit.ly/35YEHrl
KENNETTEDUCATIONFOUNDATION.ORG
Kennett Education Foundation Enriching Education Kennett Consolidated
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
FINANCIALHOUSE.COM
Protecting Your Home Against Flood Loss
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
FINANCIALHOUSE.COM
Understanding the Basics of Medigap Policies
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
FINANCIALHOUSE.COM
Year-End Charitable Gifting and You
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
FINANCIALHOUSE.COM
Five Most Overlooked Tax Deductions
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
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
FINANCIALHOUSE.COM
Countering Counterfeit Currency
Long-term care: three words many people hope they'll never need.
FINANCIALHOUSE.COM
Understanding Long-Term Care
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
FINANCIALHOUSE.COM
Social Security: The Elephant in the Room
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?
Learn more about whether you need to pay estimated taxes.
FINANCIALHOUSE.COM
You May Need to Make Estimated Tax Payments If…
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
FINANCIALHOUSE.COM
Year-End Charitable Gifting and You
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
FINANCIALHOUSE.COM
Five Most Overlooked Tax Deductions
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
FINANCIALHOUSE.COM
Tax Deductions You Won't Believe
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
FINANCIALHOUSE.COM
Countering Counterfeit Currency
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
FINANCIALHOUSE.COM
When Heirs are Imperfect
Attention Estate Executors: Do you know about the Alternate Valuation Date?
FINANCIALHOUSE.COM
Understanding the Alternate Valuation Date
Have a kid heading off to college? Here are a few tips.
FINANCIALHOUSE.COM
A Cheat Sheet for Sending Your Kid to College
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.
FINANCIALHOUSE.COM
Do You Owe The AMT?
Learn more about whether you need to pay estimated taxes.
FINANCIALHOUSE.COM
You May Need to Make Estimated Tax Payments If…
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
FINANCIALHOUSE.COM
Financial Aid for Students 101
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
How much is enough for your emergency fund?
FINANCIALHOUSE.COM
Your Emergency Fund: How Much Is Enough?
Money can sometimes put a strain on relationships. 73% of individuals have money management styles that are different from their partner’s. This Vanetine's Day, we can help you find a middle ground so that your finances don't become a long-term relationship problem.
https://bit.ly/2XcG5AY
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
FINANCIALHOUSE.COM
Retirement Redefined
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
FINANCIALHOUSE.COM
When Heirs are Imperfect
One of the most satisfying parts about our job as financial planner assistants is to hear a comment like this one from a client today, "Thank you so much for explaining that to me so that I understand. I'm feeling much better than I did before I called you."
https://bit.ly/3kdcfbe
What should you look for in a personal finance app?
FINANCIALHOUSE.COM
What to Look for in Personal Finance Apps
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
FINANCIALHOUSE.COM
Lesser Known Provisions of the SECURE Act
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
FINANCIALHOUSE.COM
What Is a 1035 Exchange?
Saturday, February 20th, is National Love Your Pet Day.
Joe Biloon, one of our partners, has three rescue dogs. Aren't they the cutest? #NationalLoveYourPetDay
Here are 4 unexpected locations that make great places to #raise your #family.
FINANCIALHOUSE.COM
Four Great, Unexpected Places to Raise a Family
Considering crowdfunding? Take time to do the research first. #Crowdfunding
FINANCIALHOUSE.COM
Crowdfunding—Capital for the 21st Century
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
FINANCIALHOUSE.COM
What is the Value of Your Business?
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
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The A, B, C, & D of Medicare
One of the most satisfying parts about our job as financial planner assistants is to hear a comment like this one from a client today, "Thank you so much for explaining that to me so that I understand. I'm feeling much better than I did before I called you."
https://bit.ly/3kdcfbe
What should you look for in a personal finance app?
FINANCIALHOUSE.COM
What to Look for in Personal Finance Apps
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
FINANCIALHOUSE.COM
Lesser Known Provisions of the SECURE Act
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
FINANCIALHOUSE.COM
Countering Counterfeit Currency
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
FINANCIALHOUSE.COM
A Taxing Story: Capital Gains and Losses
Emily's family loves to hike. Any trail suggestions near Kennett Square, PA? Share in the comments!
If you died, what would happen to your email archives, social
profiles, and online accounts?
FINANCIALHOUSE.COM
Safeguard Your Digital Estate
Did you know? Partner Emily Woodson's mother was a financial professional for over thirty years and they were even in practice together. As we celebrate International Women's Day, share with us a woman who has inspired and encouraged your dreams.
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
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What Smart Investors Know
There are four basic steps to calculating the value of an estate.
FINANCIALHOUSE.COM
Four Steps to Valuing an Estate
Your financial future is calling. Develop a strategy for your investments today.
FINANCIALHOUSE.COM
The Cost of Procrastination
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
FINANCIALHOUSE.COM
Countering Counterfeit Currency
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
FINANCIALHOUSE.COM
A Taxing Story: Capital Gains and Losses
Emily's family loves to hike. Any trail suggestions near Kennett Square, PA? Share in the comments!
If you died, what would happen to your email archives, social
profiles, and online accounts?
FINANCIALHOUSE.COM
Safeguard Your Digital Estate
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
FINANCIALHOUSE.COM
Rightsizing for Retirement
If you aren't able to find a pot of gold today, don't worry! Our collection of financial calculators can help you create your own bit of luck. #StPatricksDay
www.financialhouse.com
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
FINANCIALHOUSE.COM
9 Facts About Social Security
Take an inside look into Simplified Employee Pension plans.
FINANCIALHOUSE.COM
Is a SEP-IRA Right for Your Business?
There are four basic steps to calculating the value of an estate.
FINANCIALHOUSE.COM
Four Steps to Valuing an Estate
Should gold be a part of your diversified portfolio?
FINANCIALHOUSE.COM
Should I Invest in Gold?
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
FINANCIALHOUSE.COM
Ways to Supplement Your Medicare Coverage
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
FINANCIALHOUSE.COM
Buying vs. Leasing a Car
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
FINANCIALHOUSE.COM
Rightsizing for Retirement
If you aren't able to find a pot of gold today, don't worry! Our collection of financial calculators can help you create your own bit of luck. #StPatricksDay
www.financialhouse.com
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities