In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data.
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Monthly Market Insights | September 2020
In July, stock prices climbed higher as investors focused on COVID-19 vaccine progress and better-than-expected corporate earnings reports.
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Monthly Market Insights | August 2020
In June, stock prices climbed higher as investors looked beyond an increase in COVID-19 cases as well as reports that several states planned to slow their economic reopening.
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Monthly Market Insights | July 2020
In May, stocks rallied, fueled by a supportive Fed, and reported progress on a COVID-19 vaccine.
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Monthly Market Insights | June 2020
The spread of COVID-19 sent stocks tumbling last month, even as the health and economic costs of the pandemic continued to mount.
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Monthly Market Insights | April 2020
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When Markets React
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
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
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
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
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
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?
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
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?
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
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
Light Reading: Treasury Department Federal Tax Regulation Guide. How many pages have you read?
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Understanding Marginal Income Tax Brackets
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
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Social Security benefits have been subject to federal income taxes since 1983. Know the rules.
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9 Facts About Social Security
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
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
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
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
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
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
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
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
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
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 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
Nobel-prize-winning investment research.
KHIFINANCIALSOLUTIONS.COM
The Ivory Tower Changes Wall Street
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
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
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
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
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
Check out this video on taxes. #IncomeTax
KHIFINANCIALSOLUTIONS.COM
The Facts About Income Tax
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
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Budgeting After a Divorce
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
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
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?
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
KHIFINANCIALSOLUTIONS.COM
How Income Taxes Work
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
Do you know how missing the best and worst market days might affect your #portfolio?
KHIFINANCIALSOLUTIONS.COM
It Was the Best of Times, It Was the Worst of Times
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
Are you ready for school—again?
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Estimating the Cost of College
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
KHIFINANCIALSOLUTIONS.COM
Budgeting After a Divorce
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
KHIFINANCIALSOLUTIONS.COM
Tax Rules When Selling Your Home
Concerned about the social impact of your investments?
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Investing with Your Heart
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
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
Considering alternative investments? It’s critical to sort through the complexity. #video
KHIFINANCIALSOLUTIONS.COM
Alternative Investments - Going Mainstream
Do you know how missing the best and worst market days might affect your #portfolio?
KHIFINANCIALSOLUTIONS.COM
It Was the Best of Times, It Was the Worst of Times
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
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
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
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
Concerned about the social impact of your investments?
KHIFINANCIALSOLUTIONS.COM
Investing with Your Heart
There are billions in unclaimed dollars in the US. Is some of that yours?
KHIFINANCIALSOLUTIONS.COM
Surprise! You’ve Got Money!
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
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
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
KHIFINANCIALSOLUTIONS.COM
Monthly Market Insights | February 2021
Consider a bucket plan to go with your bucket list.
KHIFINANCIALSOLUTIONS.COM
A Bucket Plan to Go with Your Bucket List
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
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
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
Every year since 1947, the U.S. President pens an economics textbook.
KHIFINANCIALSOLUTIONS.COM
Required Reading: The Economic Report of the President
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
KHIFINANCIALSOLUTIONS.COM
IRA Withdrawals that Escape the 10% Tax Penalty
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
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?
[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
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
KHIFINANCIALSOLUTIONS.COM
Red Flags for Tax Auditors
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
KHIFINANCIALSOLUTIONS.COM
Jane Bond: Infiltrating the Market
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
KHIFINANCIALSOLUTIONS.COM
Emerging Market Opportunities
Tax time can be a good time to give your household budget a checkup.
KHIFINANCIALSOLUTIONS.COM
Budget Check Up: Tax Time Is the Right Time
Check out this video on taxes. #IncomeTax
KHIFINANCIALSOLUTIONS.COM
The Facts About Income Tax
Earnings season can move markets. Find out why.
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Earnings for All Seasons
As complex as the details of taxes can be, the income tax process is fairly straightforward.
KHIFINANCIALSOLUTIONS.COM
How Income Taxes Work
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
KHIFINANCIALSOLUTIONS.COM
Jane Bond: Scaling the Ladder
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.
KHIFINANCIALSOLUTIONS.COM
Do You Owe The AMT?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
KHIFINANCIALSOLUTIONS.COM
Tax Deductions You Won't Believe
How literate are you when it comes to your finances? Brush up with these five basics.
KHIFINANCIALSOLUTIONS.COM
The Five Basics of Financial Literacy
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
KHIFINANCIALSOLUTIONS.COM
Monthly Market Insights | March 2021
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Tax time can be a good time to give your household budget a checkup.
KHIFINANCIALSOLUTIONS.COM
Budget Check Up: Tax Time Is the Right Time
Check out this video on taxes. #IncomeTax
KHIFINANCIALSOLUTIONS.COM
The Facts About Income Tax
Take an inside look into Simplified Employee Pension plans.
KHIFINANCIALSOLUTIONS.COM
Is a SEP-IRA Right for Your Business?
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
KHIFINANCIALSOLUTIONS.COM
Year-End Charitable Gifting and You
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
KHIFINANCIALSOLUTIONS.COM
How Will Working Affect Social Security Benefits?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
KHIFINANCIALSOLUTIONS.COM
Tax Deductions You Won't Believe
How literate are you when it comes to your finances? Brush up with these five basics.
KHIFINANCIALSOLUTIONS.COM
The Five Basics of Financial Literacy
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
KHIFINANCIALSOLUTIONS.COM
Monthly Market Insights | March 2021
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your 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?
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
KHIFINANCIALSOLUTIONS.COM
How to Read Your Credit Report
Take an inside look into Simplified Employee Pension plans.
KHIFINANCIALSOLUTIONS.COM
Is a SEP-IRA Right for Your Business?
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
KHIFINANCIALSOLUTIONS.COM
Year-End Charitable Gifting and You
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
KHIFINANCIALSOLUTIONS.COM
How Will Working Affect Social Security Benefits?
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
You face sequence of returns risk. Know what it is? #investing #investmentrisk
KHIFINANCIALSOLUTIONS.COM
The Investment Risk No One’s Ever Heard Of
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
KHIFINANCIALSOLUTIONS.COM
How to Appeal Your Property Taxes
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
KHIFINANCIALSOLUTIONS.COM
Inflation & Your Money
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
KHIFINANCIALSOLUTIONS.COM
What Do Your Taxes Pay For?
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
KHIFINANCIALSOLUTIONS.COM
How to Read Your Credit Report
