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
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
JEFFCARLOS.COM
Money Draining Food Myths
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
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An Overview of Renter’s Insurance
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
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?
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
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
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
JEFFCARLOS.COM
Critical Estate Documents
Business owners should consider a succession plan sooner rather than later.
JEFFCARLOS.COM
Succeeding at Business Succession
You’ll need to weigh several factors before retiring abroad.
JEFFCARLOS.COM
Thinking of Retiring Abroad?
15-year vs. 30-year: know your refinancing options.
JEFFCARLOS.COM
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
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
JEFFCARLOS.COM
Rebalancing Your Portfolio
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
JEFFCARLOS.COM
Money Draining Food Myths
There are many factors to consider before tapping retirement money to pay for college.
JEFFCARLOS.COM
Should You Tap Retirement Savings to Fund College?
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
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Should You Invest in Exchange Traded Funds?
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
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
How much do you know about stocks?
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How Stocks Work
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
Ben Franklin used compound interest to make big contributions to his two favorite cities.
JEFFCARLOS.COM
The Power of Compound Interest
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
JEFFCARLOS.COM
Certain Uncertainties in Retirement
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
JEFFCARLOS.COM
The Long Run: Women and Retirement
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
JEFFCARLOS.COM
Life and Death of a Twenty Dollar Bill
Business owners should consider a succession plan sooner rather than later.
JEFFCARLOS.COM
Succeeding at Business Succession
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 beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
JEFFCARLOS.COM
Countering Counterfeit Currency
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
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
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
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
JEFFCARLOS.COM
Where Is the Market Headed?
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
Learn how #insurance #deductibles work, and how they can help you save money.
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How Insurance Deductibles Work
The average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
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
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
JEFFCARLOS.COM
Retiring the 4% Rule
That big list of dreams and goals isn't the only way to look at your bucket list.
JEFFCARLOS.COM
A New Way to Look at Your Bucket List
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
JEFFCARLOS.COM
A House Divided
There are billions in unclaimed dollars in the US. Is some of that yours?
JEFFCARLOS.COM
Surprise! You’ve Got Money!
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
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
There are ways to protect your business in the event of your death or the death of a partner.
JEFFCARLOS.COM
Insuring Your Business With a Buy/Sell Agreement
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
JEFFCARLOS.COM
Jane Bond: Scaling the Ladder
If you don’t have an #estatestrategy, here’s some reasons why you should.
JEFFCARLOS.COM
Why Everyone Needs an Estate Strategy
The tax rules that govern donating art are complex and confusing. #taxes #art
JEFFCARLOS.COM
Donating Art: Taxation Abstraction
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
JEFFCARLOS.COM
Countering Counterfeit Currency
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
JEFFCARLOS.COM
Jane Bond: Scaling the Ladder
Do global and international mutual funds complement or conflict with each other?
JEFFCARLOS.COM
Global vs. International: What’s The Difference?
Developing a retirement strategy? It's critical to know the differences between investment types.
JEFFCARLOS.COM
Traditional vs. Roth IRA
What does it actually cost to raise a child? You might be surprised.
JEFFCARLOS.COM
The Half Million Dollar Baby
If you don’t have an #estatestrategy, here’s some reasons why you should.
JEFFCARLOS.COM
Why Everyone Needs an Estate Strategy
The tax rules that govern donating art are complex and confusing. #taxes #art
JEFFCARLOS.COM
Donating Art: Taxation Abstraction
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
JEFFCARLOS.COM
Countering Counterfeit Currency
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
JEFFCARLOS.COM
The Business Cycle
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
JEFFCARLOS.COM
Social Security Benefits: How Much Will I Receive
Do global and international mutual funds complement or conflict with each other?
JEFFCARLOS.COM
Global vs. International: What’s The Difference?
Developing a retirement strategy? It's critical to know the differences between investment types.
JEFFCARLOS.COM
Traditional vs. Roth IRA
What does it actually cost to raise a child? You might be surprised.
JEFFCARLOS.COM
The Half Million Dollar Baby
If you don’t have an #estatestrategy, here’s some reasons why you should.
JEFFCARLOS.COM
Why Everyone Needs an Estate Strategy
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
JEFFCARLOS.COM
All Muni Bonds Are Not Created Equal
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
JEFFCARLOS.COM
Critical Estate Documents
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
JEFFCARLOS.COM
The Business Cycle
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
JEFFCARLOS.COM
Social Security Benefits: How Much Will I Receive
Do global and international mutual funds complement or conflict with each other?
JEFFCARLOS.COM
Global vs. International: What’s The Difference?
Developing a retirement strategy? It's critical to know the differences between investment types.
JEFFCARLOS.COM
Traditional vs. Roth IRA
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
JEFFCARLOS.COM
The Long Run: Women and Retirement
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
JEFFCARLOS.COM
Monthly Market Insights | February 2021
Ben Franklin used compound interest to make big contributions to his two favorite cities.
JEFFCARLOS.COM
The Power of Compound Interest
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
JEFFCARLOS.COM
Five Most Overlooked Tax Deductions
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
JEFFCARLOS.COM
All Muni Bonds Are Not Created Equal
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
JEFFCARLOS.COM
Critical Estate Documents
Does your #business need some digital help? Here are some new #apps that might help!
JEFFCARLOS.COM
Top New Digital Tools for Small Businesses
Attention Estate Executors: Do you know about the Alternate Valuation Date?
JEFFCARLOS.COM
Understanding the Alternate Valuation Date
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
JEFFCARLOS.COM
The Long Run: Women and Retirement
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
JEFFCARLOS.COM
Monthly Market Insights | February 2021
Ben Franklin used compound interest to make big contributions to his two favorite cities.
JEFFCARLOS.COM
The Power of Compound Interest
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
JEFFCARLOS.COM
Five Most Overlooked Tax Deductions
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
JEFFCARLOS.COM
Rightsizing for Retirement
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
JEFFCARLOS.COM
Why Medicare Should Be Part of Your Retirement Strategy
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
JEFFCARLOS.COM
To Buy or Not to Buy
Does your #business need some digital help? Here are some new #apps that might help!
JEFFCARLOS.COM
Top New Digital Tools for Small Businesses
Attention Estate Executors: Do you know about the Alternate Valuation Date?
JEFFCARLOS.COM
Understanding the Alternate Valuation Date
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
JEFFCARLOS.COM
The Long Run: Women and Retirement
You can help ensure that losing your wallet doesn't turn into something bigger.
JEFFCARLOS.COM
What to Do When You Lose Your Wallet
When was the last time you updated your will?
JEFFCARLOS.COM
Will Power
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
JEFFCARLOS.COM
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?
JEFFCARLOS.COM
Rightsizing for Retirement
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
JEFFCARLOS.COM
Why Medicare Should Be Part of Your Retirement Strategy
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
JEFFCARLOS.COM
To Buy or Not to Buy
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
JEFFCARLOS.COM
Choosing a Business Structure
You can help ensure that losing your wallet doesn't turn into something bigger.
JEFFCARLOS.COM
What to Do When You Lose Your Wallet
When was the last time you updated your will?
JEFFCARLOS.COM
Will Power
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
JEFFCARLOS.COM
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?
JEFFCARLOS.COM
Rightsizing for Retirement
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
JEFFCARLOS.COM
Why Medicare Should Be Part of Your Retirement Strategy
Tax time can be a good time to give your household budget a checkup.
JEFFCARLOS.COM
Budget Check Up: Tax Time Is the Right Time
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
JEFFCARLOS.COM
Monthly Market Insights | March 2021
Buying a home may be your largest financial commitment. Which loan is best for your situation?
JEFFCARLOS.COM
Fixed or Variable Mortgage, Which Should You Pick?
Being healthy may help your personal finances.
JEFFCARLOS.COM
Putting a Price Tag On Your Health
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
JEFFCARLOS.COM
The SECURE Act
Tax time can be a good time to give your household budget a checkup.
JEFFCARLOS.COM
Budget Check Up: Tax Time Is the Right Time
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
JEFFCARLOS.COM
Monthly Market Insights | March 2021
Many have heard they should avoid probate; do you understand what probate is and how it works?
JEFFCARLOS.COM
Problems with Probate
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
JEFFCARLOS.COM
What If You Get Audited?
Ben Franklin used compound interest to make big contributions to his two favorite cities.
JEFFCARLOS.COM
The Power of Compound Interest
Buying a home may be your largest financial commitment. Which loan is best for your situation?
JEFFCARLOS.COM
Fixed or Variable Mortgage, Which Should You Pick?
Being healthy may help your personal finances.
JEFFCARLOS.COM
Putting a Price Tag On Your Health
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
JEFFCARLOS.COM
The SECURE Act
Tax time can be a good time to give your household budget a checkup.
JEFFCARLOS.COM
Budget Check Up: Tax Time Is the Right Time
A home is the single largest financial commitment for most people. What mortgage fits you best?
JEFFCARLOS.COM
Choosing a Mortgage
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
JEFFCARLOS.COM
Tax Rules When Selling Your Home
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
JEFFCARLOS.COM
What Is a 1035 Exchange?
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
JEFFCARLOS.COM
What If You Get Audited?
Ben Franklin used compound interest to make big contributions to his two favorite cities.
JEFFCARLOS.COM
The Power of Compound Interest
Buying a home may be your largest financial commitment. Which loan is best for your situation?
JEFFCARLOS.COM
Fixed or Variable Mortgage, Which Should You Pick?
