Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
What every parent needs to know about insuring his or her #teen #driver. #insurance
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Buying Auto Insurance For Teen Drivers
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Earnings season can move markets. Find out why.
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Earnings for All Seasons
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
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
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
When was the last time you updated your will?
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Will Power
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
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
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
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
INVESTOPEDIA.COM
You Should Pay off These Types of Debts First
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
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
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
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
When the rules of the game change, tactics should follow in response to the new landscape.
GR8LAKESFINANCIAL.COM
Revising Estate Strategy Assumptions
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
How much do you know about stocks?
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How Stocks Work
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
That big list of dreams and goals isn't the only way to look at your bucket list.
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A New Way to Look at Your Bucket List
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
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Medicare vs. Medicaid
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
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
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
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
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
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
GR8LAKESFINANCIAL.COM
Tax Rules When Selling Your Home
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
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?
Every year since 1947, the U.S. President pens an economics textbook.
GR8LAKESFINANCIAL.COM
Required Reading: The Economic Report of the President
Cool photo of a Great Lakes Lighthouse at Christmas.
Great Lakes Lighthouse Keepers Association added a new photo to the album: Great Lakes Lighthouse Scenic Views.
December 21 at 8:00 AM ·
Old Fort Niagara Light, NY on Lake Ontario decorated for the Holiday Season - Photo courtesy of Fort Niagara State Park
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
GR8LAKESFINANCIAL.COM
How Income Taxes Work
Ever wonder about those free credit scores you get once a year? #creditscore #credit
GR8LAKESFINANCIAL.COM
The Lowdown on Those Free Credit Scores
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
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?
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
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Cool photo of a Great Lakes Lighthouse at Christmas.
Great Lakes Lighthouse Keepers Association added a new photo to the album: Great Lakes Lighthouse Scenic Views.
December 21 at 8:00 AM ·
Old Fort Niagara Light, NY on Lake Ontario decorated for the Holiday Season - Photo courtesy of Fort Niagara State Park
Over age 50? You may be able to catch-up on retirement.
GR8LAKESFINANCIAL.COM
Catch-Up Contributions
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
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?
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
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
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Encore Careers: Push Your Boundaries
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
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?
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
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
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
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
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
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
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
Being healthy may help your personal finances.
GR8LAKESFINANCIAL.COM
Putting a Price Tag On Your Health
When the rules of the game change, tactics should follow in response to the new landscape.
GR8LAKESFINANCIAL.COM
Revising Estate Strategy Assumptions
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
GR8LAKESFINANCIAL.COM
Estate Management Checklist
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
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
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
Being healthy may help your personal finances.
GR8LAKESFINANCIAL.COM
Putting a Price Tag On Your Health
When the rules of the game change, tactics should follow in response to the new landscape.
GR8LAKESFINANCIAL.COM
Revising Estate Strategy Assumptions
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
GR8LAKESFINANCIAL.COM
Estate Management Checklist
Here are a few key factors to consider when naming an executor for your estate.
GR8LAKESFINANCIAL.COM
And the Executor Is
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Concerned about the social impact of your investments?
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Investing with Your Heart
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
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
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
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
Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:
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Medicare Advantage Plans (Medicare Part C)
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
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
GR8LAKESFINANCIAL.COM
Medicare vs. Medicaid
Here are a few key factors to consider when naming an executor for your estate.
GR8LAKESFINANCIAL.COM
And the Executor Is
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
GR8LAKESFINANCIAL.COM
Tax Rules When Selling Your Home
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
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
An ILIT could play a role in your estate strategy.
GR8LAKESFINANCIAL.COM
A Primer on Irrevocable Life Insurance Trusts
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
GR8LAKESFINANCIAL.COM
Monthly Market Insights | February 2021
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
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
How literate are you when it comes to your finances? Brush up with these five basics.
GR8LAKESFINANCIAL.COM
The Five Basics of Financial Literacy
Ever heard of a Roth 401(k)? Would one be right for you?
GR8LAKESFINANCIAL.COM
What Is a Roth 401(k)?
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
GR8LAKESFINANCIAL.COM
Tax Rules When Selling Your Home
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.
GR8LAKESFINANCIAL.COM
Do You Owe The AMT?
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
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 the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
Does your #business need some digital help? Here are some new #apps that might help!
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Top New Digital Tools for Small Businesses
It’s possible to avoid these classic #retirement traps, with a little preparation.
GR8LAKESFINANCIAL.COM
Retirement Traps to Avoid
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
GR8LAKESFINANCIAL.COM
The Cost of Medical Care
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.
GR8LAKESFINANCIAL.COM
Do You Owe The AMT?
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
GR8LAKESFINANCIAL.COM
Fallen Tree Damage—Who Pays?
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
Being healthy may help your personal finances.
GR8LAKESFINANCIAL.COM
Putting a Price Tag On Your Health
Looking for information about when you will receive your stimulus check? Click here:https://www.irs.gov/coronavirus/get-my-payment
IRS.GOV
Get My Payment | Internal Revenue Service
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
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Gap Insurance for Leased Cars
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Never get stuck with the check again after watching this.
GR8LAKESFINANCIAL.COM
No Cash, No Checks, No Problem
When considering a record keeping system for your business, you need to ask yourself some very important questions
GR8LAKESFINANCIAL.COM
Keeping Good Records is Good Business
Periodic withdrawals in retirement may not be such a good idea.
GR8LAKESFINANCIAL.COM
Systematic Withdrawals in Retirement
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
GR8LAKESFINANCIAL.COM
Tax Rules When Selling Your Home
Being healthy may help your personal finances.
GR8LAKESFINANCIAL.COM
Putting a Price Tag On Your Health
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
GR8LAKESFINANCIAL.COM
Mutual Funds vs. ETFs
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
Protect yourself from identity theft. #IdentityTheft
GR8LAKESFINANCIAL.COM
To Catch a Thief
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
GR8LAKESFINANCIAL.COM
Social Security Benefits: How Much Will I Receive
Never get stuck with the check again after watching this.
GR8LAKESFINANCIAL.COM
No Cash, No Checks, No Problem
