Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
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
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
When was the last time you paid yourself first?
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Pay Yourself First
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
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
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
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
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
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
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Important Birthdays Over 50
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
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
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
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
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
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
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
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
Are you ready for school—again?
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Estimating the Cost of College
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
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Where Is the Market Headed?
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
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?
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?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
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
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
How many credit cards do you have?
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Spotting Credit Trouble
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
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
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
The truth is a little more complicated with these personal finance idioms.
MYWEALTHREALM.COM
The Latte Lie and Other Myths
How much do you know about stocks?
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How Stocks Work
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
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
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
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
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your 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
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?
When was the last time you paid yourself first?
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Pay Yourself First
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
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
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
15-year vs. 30-year: know your refinancing options.
MYWEALTHREALM.COM
Lots of Variables with Fixed-Rate Mortgages
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
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
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?
How will your investments weather the ups and downs of the business cycle?
MYWEALTHREALM.COM
The Business Cycle
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
Here are eight mistakes to avoid when #saving #retirement.
MYWEALTHREALM.COM
Eight Mistakes That Can Upend Your Retirement
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
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
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
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
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
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
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
Some simple, inexpensive energy-saving tips that may help you save money.
MYWEALTHREALM.COM
A Penny Saved is Two Pennies Earned
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
The market is as unpredictable as the weather. We’re here to help you prepare.
MYWEALTHREALM.COM
Forecast
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
The sooner you begin investing, the longer your money can work for you.
MYWEALTHREALM.COM
The Cost of Procrastination
M0 is the total of all physical currency worldwide. What’s it look like?
MYWEALTHREALM.COM
How Big is Money?
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
MYWEALTHREALM.COM
Social Security: The $64,000 Question
$100 not spent is more like $143. Intrigued? #taxes #saving
MYWEALTHREALM.COM
Stop Wasting Money
How much is enough for your emergency fund?
MYWEALTHREALM.COM
Your Emergency Fund: How Much Is Enough?
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
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 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 what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Concerned about the social impact of your investments?
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Investing with Your Heart
When was the last time you paid yourself first?
MYWEALTHREALM.COM
Pay Yourself First
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
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
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
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
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
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
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
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
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
MYWEALTHREALM.COM
To Buy or Not to Buy
Do global and international mutual funds complement or conflict with each other?
MYWEALTHREALM.COM
Global vs. International: What’s The Difference?
Tax time can be a good time to give your household budget a checkup.
MYWEALTHREALM.COM
Budget Check Up: Tax Time Is the Right Time
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
MYF.MG
myf.mg
10 tips that can head-off marriage money problems.
MYWEALTHREALM.COM
Prevent a Rift: Money Tips for Newlyweds
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
MYWEALTHREALM.COM
Retirement Realities
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
MYWEALTHREALM.COM
Budgeting After a Divorce
There are billions in unclaimed dollars in the US. Is some of that yours?
MYWEALTHREALM.COM
Surprise! You’ve Got Money!
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
MYWEALTHREALM.COM
Types of Stock Market Analysis
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
MYWEALTHREALM.COM
Social Security: The Elephant in the Room
Here are eight mistakes to avoid when #saving #retirement.
MYWEALTHREALM.COM
Eight Mistakes That Can Upend Your Retirement
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
MYWEALTHREALM.COM
Rebalancing Your Portfolio
Lifestyle inflation can be the enemy of wealth building.
MYWEALTHREALM.COM
Keeping Up with the Joneses
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
Childhood attitudes and habits can determine your child's health in his or her adult years.
MYWEALTHREALM.COM
Raising Healthy Children
Buying a home may be your largest financial commitment. Which loan is best for your situation?
MYWEALTHREALM.COM
Fixed or Variable Mortgage, Which Should You Pick?
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
MYWEALTHREALM.COM
Social Security: Five Facts You Need to Know
$100 not spent is more like $143. Intrigued? #taxes #saving
MYWEALTHREALM.COM
Stop Wasting Money
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
Lifestyle inflation can be the enemy of wealth building.
MYWEALTHREALM.COM
Keeping Up with the Joneses
The savings rate is the government’s estimate of how much U.S. households are saving.
MYWEALTHREALM.COM
U.S. Personal Savings Rate
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.
MYWEALTHREALM.COM
The Average American Budget
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?
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Dreaming Up an Active Retirement
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
MYWEALTHREALM.COM
Budgeting After a Divorce
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
MYWEALTHREALM.COM
IRA Withdrawals that Escape the 10% Tax Penalty
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
MYWEALTHREALM.COM
Password Protection Strategies
You’ll need to weigh several factors before retiring abroad.
MYWEALTHREALM.COM
Thinking of Retiring Abroad?
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
When was the last time you paid yourself first?
MYWEALTHREALM.COM
Pay Yourself First
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
MYWEALTHREALM.COM
Money Draining Food Myths
Learn more about whether you need to pay estimated taxes.
MYWEALTHREALM.COM
You May Need to Make Estimated Tax Payments If…
Here are 4 unexpected locations that make great places to #raise your #family.
MYWEALTHREALM.COM
Four Great, Unexpected Places to Raise a Family
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
MYWEALTHREALM.COM
What’s Your Investment IQ?
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
MYWEALTHREALM.COM
Once Upon a Goal
Retirement may change your perception of investment risk.
MYWEALTHREALM.COM
Your Changing Definition of Risk in Retirement
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
MYWEALTHREALM.COM
Important Birthdays Over 50
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
MYWEALTHREALM.COM
Immediate vs. Deferred Annuities
