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
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
Structured Products Webinar!
When: Tuesday, September 29th, 2020 5:30 PM - 6:30 PM (CDT)
Are you concerned the stock market will crash in 2020?
Are you afraid upcoming elections will affect your portfolio?
Are you worried we may have another outbreak of the Corona Virus?
Sign up below!
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Structured Products Webinar
Together we stand. #neverforget
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
In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data.
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Monthly Market Insights | September 2020
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
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
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
Join Financial Planning Resources for our Open House on Thursday, November 12th from 4 – 7pm! RSVP is appreciated.
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
It’s a startling statistic.
45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election. (1)
Second-guessing your investment strategy is natural, especially with an election on the horizon. Emotions are running high as many are divided about what may happen to the financial markets with the election just weeks away.
It’s a good time to remind everyone that investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. If you’re concerned that the upcoming election may change one of these key factors, perhaps it’s time to review your portfolio.
Or, if you are concerned about one or more of the policies being discussed by the presidential candidates, please give us a call. We’d welcome the chance to hear your perspective, and hopefully, we can provide some guidance.
Making a change to your portfolio should be driven by sound analysis, not an emotional response to a current event. If the election does introduce some new economic ideas, we would review the proposals and prepare for what may come next. Contact Financial Planning Resources at 918-494-2929 for more information.
It’s a startling statistic. 45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election. 1 Second-guessing your investment strategy is...
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Election 2020: Managing Your Emotions
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
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
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?
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Merry Christmas from Financial Planning Resources. Wishing you peace and happiness in 2021!
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
When considering a record keeping system for your business, you need to ask yourself some very important questions
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Keeping Good Records is Good Business
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
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
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
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?
