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January 29 at 11:47 AM ·
Read the latest weekly market update from Cetera Investment Management:
https://h.ptsm.us/2CdHK7
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Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
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The ABC’s of Auto Insurance
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
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Mortgages in Retirement
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Earnings season can move markets. Find out why.
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Earnings for All Seasons
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
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
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
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
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Do you have a will? Is it updated?
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When Do You Need a Will?
