U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
FIRENZEWEALTH.COM
Personal Finance Tips for Military Families
When it's a long-term financial commitment, take the time to examine the pros and cons.
LIBRARY-MESSAGES.COM
Universal Life Insurance
Gaining insight into the savings rate can help you understand economic trends.
LIBRARY-MESSAGES.COM
U.S. Personal Savings Rate
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
FIRENZEWEALTH.COM
Jane Bond: Infiltrating the Market
As complex as the details of taxes can be, the income tax process is fairly straightforward.
LIBRARY-MESSAGES.COM
How Income Taxes Work
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
FIRENZEWEALTH.COM
Jane Bond: Decoding Diversification
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
LIBRARY-MESSAGES.COM
Investing for Impact
Do you know the difference between a global mutual fund and an international mutual fund?
FIRENZEWEALTH.COM
Global and International Funds
An ILIT could play a role in your estate strategy.
FIRENZEWEALTH.COM
A Primer on Irrevocable Life Insurance Trusts
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Understanding the Basics of Medigap Policies
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
LIBRARY-MESSAGES.COM
Yours, Mine and Ours: Estate Strategies for Second Marriages
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
FIRENZEWEALTH.COM
Lesser Known Provisions of the SECURE Act
If you thought that payouts from life insurance are tax-free in all cases, think again.
LIBRARY-MESSAGES.COM
When Life Insurance Becomes Taxable
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
FIRENZEWEALTH.COM
Understanding Marginal Income Tax Brackets
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
FIRENZEWEALTH.COM
Financial Aid for Students 101
M0 is the total of all physical currency worldwide. What’s it look like?
LIBRARY-MESSAGES.COM
How Big is Money?
10 tips that can head-off marriage money problems.
LIBRARY-MESSAGES.COM
Prevent a Rift: Money Tips for Newlyweds
When considering a record keeping system for your business, you need to ask yourself some very important questions
FIRENZEWEALTH.COM
Keeping Good Records is Good Business
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
FIRENZEWEALTH.COM
Buying vs. Leasing a Car
We had so much fun at our Pie Day this week! Thank you so much to all of our clients who stopped by for a pie!
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
FIRENZEWEALTH.COM
Healthy Body, Healthy Pocketbook
This year has given us all time to reflect and appreciate what matters most in life. As we look back on all that has happened this year, we are incredibly grateful for you-our amazing clients. Thank you for inspiring us all and bringing joy and purpose to these challenging days. We appreciate you! Happy Thanksgiving!
Ever wonder about those free credit scores you get once a year? #creditscore #credit
FIRENZEWEALTH.COM
The Lowdown on Those Free Credit Scores
The post-election environment and positive developments toward a COVID-19 vaccine have led to a surge in
stock prices. Read more: https://hubs.la/H0BtcLr0
FIRENZEWEALTH.COM
LPL Research | Firenze Wealth Management
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
FIRENZEWEALTH.COM
Tax Deductions You Won't Believe
The resilience of the US economy continues to exceed our expectations. With encouraging progress toward ending the pandemic, and massive fiscal stimulus in place—and more likely coming soon. Read more: https://hubs.la/H0GnlVD0
DOCUMENTCLOUD.ADOBE.COM
Adobe Acrobat - WeeklyMarketCommentary_02-08-2021 (2).pdf
The concept of “too big to fail” is simple: some companies are so essential that they can’t collapse. What about your retirement planning? Should you consider your retirement “too big to fail?” That could be possible, as long as you avoid these 5 things: https://hubs.la/H0F_h_50
FIRENZEWEALTH.COM
Your Retirement Planning: “Too Big to Fail”
The sooner you begin investing, the longer your money can work for you.
FIRENZEWEALTH.COM
The Cost of Procrastination
This month marks our Co-Founder, CEO, and most importantly my favorite babysitter's 26th anniversary in the financial services industry! Thank you Carrie for all of your hard work and for all the great pets you give.
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
FIRENZEWEALTH.COM
Monthly Market Insights | February 2021
