There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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Dog Bites Neighbor. Now What?
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
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
Concerned about the social impact of your investments?
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Investing with Your Heart
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Contribution limits, phase outs, distribution rules: learn how to speak the language of retirement.
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Traditional vs. Roth IRA
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
15-year vs. 30-year loan. Which is better for you? Learn how each loan compares.
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Lots of Variables with Fixed-Rate Mortgages
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
Learn how #insurance #deductibles work, and how they can help you save money.
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How Insurance Deductibles Work
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?
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
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
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
One of the most basic tenets of smart investing is “pay yourself first.”
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Pay Yourself First
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
To work or not to work? That is the question for retirees.
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Perception vs. Reality
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Does your #insurance cover you if you get into an accident with an uninsured driver?
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Protection Against Uninsured Drivers
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
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
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?
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
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The A, B, C, & D of Medicare
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?
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
How prepared are you for retirement?
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The Pre-Retirement Checklist
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
HAGLERFS.COM
How to Make the Tax Code Work for You
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
What would happen to your loved ones if you were gone? Make financial preparations today.
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Variable Universal Life Insurance
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
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
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Knowledge ain’t cheap. Preparing for your child’s education involves estimating the potential costs.
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Estimating the Cost of College
What would happen to your loved ones if you were gone? Make financial preparations today.
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Variable Universal Life Insurance
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
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
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Knowledge ain’t cheap. Preparing for your child’s education involves estimating the potential costs.
HAGLERFS.COM
Estimating the Cost of College
What would happen to your loved ones if you were gone? Make financial preparations today.
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Variable Universal Life Insurance
How many credit cards do you have?
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Spotting Credit Trouble
Before the Fed, the U.S. was plagued by panic, bank failures, and credit scarcity. Learn more.
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How the Federal Reserve Works
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
How many credit cards do you have?
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Spotting Credit Trouble
Before the Fed, the U.S. was plagued by panic, bank failures, and credit scarcity. Learn more.
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How the Federal Reserve Works
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
How many credit cards do you have?
HAGLERFS.COM
Spotting Credit Trouble
Before the Fed, the U.S. was plagued by panic, bank failures, and credit scarcity. Learn more.
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How the Federal Reserve Works
Does your business have a retirement strategy that fits your short, long-term needs?
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Choosing a Retirement Plan that Fits Your Business
Long-term care: three words many people hope they'll never need.
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Understanding Long-Term Care
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
Does your business have a retirement strategy that fits your short, long-term needs?
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Choosing a Retirement Plan that Fits Your Business
Long-term care: three words many people hope they'll never need.
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Understanding Long-Term Care
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
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
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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Dog Bites Neighbor. Now What?
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Does your business have a retirement strategy that fits your short, long-term needs?
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Choosing a Retirement Plan that Fits Your Business
Children with special needs may need ongoing help after their parents are gone.
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4 Steps to Protecting a Child with Disabilities
When the rules of the game change, tactics should follow in response to the new landscape.
HAGLERFS.COM
Revising Estate Strategy Assumptions
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
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
HAGLERFS.COM
Dog Bites Neighbor. Now What?
When was the last time you paid yourself first?
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Pay Yourself First
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?
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
Children with special needs may need ongoing help after their parents are gone.
HAGLERFS.COM
4 Steps to Protecting a Child with Disabilities
When the rules of the game change, tactics should follow in response to the new landscape.
HAGLERFS.COM
Revising Estate Strategy Assumptions
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
HAGLERFS.COM
Tax Rules When Selling Your Home
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
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
When was the last time you paid yourself first?
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Pay Yourself First
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?
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
HAGLERFS.COM
Countering Counterfeit Currency
Children with special needs may need ongoing help after their parents are gone.
HAGLERFS.COM
4 Steps to Protecting a Child with Disabilities
