Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
FITSTRATEGIC.COM
What Is a 1035 Exchange?
For a small business, the loss of a key person could cause financial hardship.
FITSTRATEGIC.COM
Protecting Your Business from the Loss of a Key Person
An ILIT could play a role in your estate strategy.
FITSTRATEGIC.COM
A Primer on Irrevocable Life Insurance Trusts
There are billions in unclaimed dollars in the US. Is some of that yours?
FITSTRATEGIC.COM
Surprise! You’ve Got Money!
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
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
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
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
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
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
FITSTRATEGIC.COM
Estate Management Checklist
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
Are you ready for school—again?
FITSTRATEGIC.COM
Estimating the Cost of College
When was the last time you updated your will?
FITSTRATEGIC.COM
Will Power
An ILIT could play a role in your estate strategy.
FITSTRATEGIC.COM
A Primer on Irrevocable Life Insurance Trusts
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
FITSTRATEGIC.COM
Are Alternative Investments Right for You?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
FITSTRATEGIC.COM
Estate Management Checklist
As complex as the details of taxes can be, the income tax process is fairly straightforward.
FITSTRATEGIC.COM
How Income Taxes Work
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
FITSTRATEGIC.COM
Where Is the Market Headed?
Concerned about the social impact of your investments?
FITSTRATEGIC.COM
Investing with Your Heart
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
FITSTRATEGIC.COM
Critical Estate Documents
There are billions in unclaimed dollars in the US. Is some of that yours?
FITSTRATEGIC.COM
Surprise! You’ve Got Money!
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
FITSTRATEGIC.COM
Rebalancing Your Portfolio
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
FITSTRATEGIC.COM
Social Media: #NewestBusinessLiabilityRisk
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
How literate are you when it comes to your finances? Brush up with these five basics.
FITSTRATEGIC.COM
The Five Basics of Financial Literacy
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
Check out this video on taxes. #IncomeTax
FITSTRATEGIC.COM
The Facts About Income Tax
