15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
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
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Inventorying Your Possessions
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
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
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
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
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
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
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
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
[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
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
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
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
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
How much do you know about stocks?
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How Stocks Work
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
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
If you thought that payouts from life insurance are tax-free in all cases, think again.
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When Life Insurance Becomes Taxable
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
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
When was the last time you paid yourself first?
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Pay Yourself First
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
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Insurance Needs Assessment: When You're Young and Single
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Learn the language of life insurance.
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Term vs. Permanent Life Insurance
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
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
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?
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
What every parent needs to know about insuring his or her #teen #driver. #insurance
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Buying Auto Insurance For Teen Drivers
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
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
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
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
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
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?
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
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
Concerned about the social impact of your investments?
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Investing with Your Heart
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
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
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?
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
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
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
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
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
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
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
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?
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
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
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
If you thought that payouts from life insurance are tax-free in all cases, think again.
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When Life Insurance Becomes Taxable
A home is the single largest financial commitment for most people. What mortgage fits you best?
KRMINVESTMENTS.COM
Choosing a Mortgage
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
KRMINVESTMENTS.COM
Rightsizing for Retirement
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
KRMINVESTMENTS.COM
The Cycle of Investing
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
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
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
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Medicare vs. Medicaid
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
KRMINVESTMENTS.COM
The Cycle of Investing
Childhood attitudes and habits can determine your child's health in his or her adult years.
KRMINVESTMENTS.COM
Raising Healthy Children
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
KRMINVESTMENTS.COM
A Home Insurance Claim: To File Or Not To File
Here are eight mistakes to avoid when #saving #retirement.
KRMINVESTMENTS.COM
Eight Mistakes That Can Upend Your Retirement
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
KRMINVESTMENTS.COM
Tax Rules When Selling Your Home
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
KRMINVESTMENTS.COM
The Junk Drawer Approach to Investing
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
KRMINVESTMENTS.COM
Medicare vs. Medicaid
Some simple, inexpensive energy-saving tips that may help you save money.
KRMINVESTMENTS.COM
A Penny Saved is Two Pennies Earned
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
KRMINVESTMENTS.COM
Critical Estate Documents
When considering a record keeping system for your business, you need to ask yourself some very important questions
KRMINVESTMENTS.COM
Keeping Good Records is Good Business
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
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Errors and Omissions Insurance
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your 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.
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Monthly Market Insights | February 2021
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
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 it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
KRMINVESTMENTS.COM
How to Make the Tax Code Work for You
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
KRMINVESTMENTS.COM
Critical Estate Documents
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?
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
Ben Franklin used compound interest to make big contributions to his two favorite cities.
KRMINVESTMENTS.COM
The Power of Compound Interest
Does your #business need some digital help? Here are some new #apps that might help!
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Top New Digital Tools for Small Businesses
There are ways to protect your business in the event of your death or the death of a partner.
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Insuring Your Business With a Buy/Sell Agreement
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
KRMINVESTMENTS.COM
Monthly Market Insights | February 2021
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine, and Ours: Estate Strategies for Second Marriages
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
KRMINVESTMENTS.COM
Budgeting After a Divorce
The average college senior graduates with credit card debt. How will your kids manage money?
KRMINVESTMENTS.COM
Do Your Kids Know The Value of a Silver Spoon?
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
How many credit cards do you have?
KRMINVESTMENTS.COM
Spotting Credit Trouble
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
KRMINVESTMENTS.COM
Mutual Funds vs. ETFs
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
KRMINVESTMENTS.COM
Social Security: Maximizing Benefits
Learn more about whether you need to pay estimated taxes.
KRMINVESTMENTS.COM
You May Need to Make Estimated Tax Payments If…
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
KRMINVESTMENTS.COM
Yours, Mine, and Ours: Estate Strategies for Second Marriages
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
Do you know how long it may take for your investments to double in value?
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The Rule of 72
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:
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Replacing Your Medicare Card
How many credit cards do you have?
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Spotting Credit Trouble
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
KRMINVESTMENTS.COM
Mutual Funds vs. ETFs
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
KRMINVESTMENTS.COM
Social Security: Maximizing Benefits
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
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?
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
KRMINVESTMENTS.COM
Monthly Market Insights | March 2021
Consider a bucket plan to go with your bucket list.
KRMINVESTMENTS.COM
A Bucket Plan to Go with Your Bucket List
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
Should gold be a part of your diversified portfolio?
KRMINVESTMENTS.COM
Should I Invest in Gold?
The tax rules that govern donating art are complex and confusing. #taxes #art
KRMINVESTMENTS.COM
Donating Art: Taxation Abstraction
Nobel-prize-winning investment research.
KRMINVESTMENTS.COM
The Ivory Tower Changes Wall Street
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
KRMINVESTMENTS.COM
Immediate vs. Deferred Annuities
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
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
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Planning for the Expected
How literate are you when it comes to your finances? Brush up with these five basics.
KRMINVESTMENTS.COM
The Five Basics of Financial Literacy
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
Consider a bucket plan to go with your bucket list.
KRMINVESTMENTS.COM
A Bucket Plan to Go with Your Bucket List
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
