U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Gaining insight into the savings rate can help you understand economic trends.
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U.S. Personal Savings Rate
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
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The Value of Insuring Against Life’s Risks
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
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
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
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
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 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
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
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The Three Keys to a Great Password
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
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Do you know what your #insurance needs are, when you’re married, with children?
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Insurance Needs Assessment: Married With Children
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
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
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
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
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
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
How will Social Security affect your retirement plan? Here is some information that may surprise you.
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Social Security: By the Numbers
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
Take Charge: Don't be a victim of identity theft.
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To Catch a Thief
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
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
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
What would happen to your loved ones if you were gone? Make financial preparations today.
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Variable Universal Life Insurance
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?
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
When was the last time you updated your will?
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Will Power
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
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
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
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
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
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
Second homes have unique risks and insuring them is different than a primary home.
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Insuring Your Second Home
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
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
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
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
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
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
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Planning for the Expected
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
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
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
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
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
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
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
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
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
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
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
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?
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Could your portfolio benefit from a zero-coupon bond?
JERNIGANFINANCIAL.COM
The ABCs of Zero Coupon Bonds
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
JERNIGANFINANCIAL.COM
Once Upon a Goal
Three tips for giving smart from the heart.
JERNIGANFINANCIAL.COM
Charitable Giving: Smart from the Heart
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
JERNIGANFINANCIAL.COM
How to Make the Tax Code Work for You
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
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
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?
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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From Boats to Brokers
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
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
JERNIGANFINANCIAL.COM
How to Make the Tax Code Work for You
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
JERNIGANFINANCIAL.COM
Estate Management Checklist
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
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
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
JERNIGANFINANCIAL.COM
From Boats to Brokers
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
JERNIGANFINANCIAL.COM
“Dirty Dozen” Tax Scams to Watch For
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
It’s possible to avoid these classic #retirement traps, with a little preparation.
JERNIGANFINANCIAL.COM
Retirement Traps to Avoid
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
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
What do you need to know in the face of post COVID-19 volatility?
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Pullbacks, Corrections, and Bear Markets
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Is there a role for both active and passive investments in your portfolio?
JERNIGANFINANCIAL.COM
The Great Debate Continues: Active vs. Passive
Being healthy may help your personal finances.
JERNIGANFINANCIAL.COM
Putting a Price Tag On Your Health
You face sequence of returns risk. Know what it is? #investing #investmentrisk
JERNIGANFINANCIAL.COM
The Investment Risk No One’s Ever Heard Of
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
When was the last time you paid yourself first?
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Pay Yourself First
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
JERNIGANFINANCIAL.COM
A House Divided
What do you need to know in the face of post COVID-19 volatility?
JERNIGANFINANCIAL.COM
Pullbacks, Corrections, and Bear Markets
The financial risks to consider when evaluating self insurance? #Insurance
JERNIGANFINANCIAL.COM
When to Self-Insure
Is there a role for both active and passive investments in your portfolio?
JERNIGANFINANCIAL.COM
The Great Debate Continues: Active vs. Passive
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
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
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
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
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
When was the last time you paid yourself first?
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Pay Yourself First
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
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
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
JERNIGANFINANCIAL.COM
Critical Estate Documents
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
Ever heard of a Roth 401(k)? Would one be right for you?
JERNIGANFINANCIAL.COM
What Is a Roth 401(k)?
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
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
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
JERNIGANFINANCIAL.COM
Monthly Market Insights | March 2021
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
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
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
JERNIGANFINANCIAL.COM
Five Most Overlooked Tax Deductions
An ILIT could play a role in your estate strategy.
JERNIGANFINANCIAL.COM
A Primer on Irrevocable Life Insurance Trusts
Ever heard of a Roth 401(k)? Would one be right for you?
JERNIGANFINANCIAL.COM
What Is a Roth 401(k)?
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
