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
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?
Does your #insurance cover you if you get into an accident with an uninsured driver?
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Protection Against Uninsured Drivers
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
When was the last time you updated your will?
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Will Power
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
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
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?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
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?
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
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
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
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
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
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?
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
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
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
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
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
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
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
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
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Medicare At 65+
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
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
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
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
Do you know what your #insurance needs are, when you’re married, with children?
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Insurance Needs Assessment: Married With Children
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
[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
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
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Medicare vs. Medicaid
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
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
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What Smart Investors Know
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
JENNIFERMITCHELLCWS.COM
Medicare vs. Medicaid
When considering a record keeping system for your business, you need to ask yourself some very important questions
JENNIFERMITCHELLCWS.COM
Keeping Good Records is Good Business
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
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
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
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
JENNIFERMITCHELLCWS.COM
What Smart Investors Know
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
JENNIFERMITCHELLCWS.COM
Medicare vs. Medicaid
When considering a record keeping system for your business, you need to ask yourself some very important questions
JENNIFERMITCHELLCWS.COM
Keeping Good Records is Good Business
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
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Protecting Your Home Against Flood Loss
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
JENNIFERMITCHELLCWS.COM
Monthly Market Insights | March 2021
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
JENNIFERMITCHELLCWS.COM
Tax Rules When Selling Your Home
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
JENNIFERMITCHELLCWS.COM
Encore Careers: Push Your Boundaries
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
JENNIFERMITCHELLCWS.COM
What Smart Investors Know
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
JENNIFERMITCHELLCWS.COM
The SECURE Act
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
JENNIFERMITCHELLCWS.COM
Protecting Your Home Against Flood Loss
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
JENNIFERMITCHELLCWS.COM
Monthly Market Insights | March 2021
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
JENNIFERMITCHELLCWS.COM
Tax Rules When Selling Your Home
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
JENNIFERMITCHELLCWS.COM
Encore Careers: Push Your Boundaries
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
JENNIFERMITCHELLCWS.COM
Medicare At 65+
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
JENNIFERMITCHELLCWS.COM
The SECURE Act
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
JENNIFERMITCHELLCWS.COM
Emerging Market Opportunities
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
JENNIFERMITCHELLCWS.COM
Protecting Your Home Against Flood Loss
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
JENNIFERMITCHELLCWS.COM
Monthly Market Insights | March 2021
