Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
LACROIXWM.COM
How to Make the Tax Code Work for You
The tax rules that govern donating art are complex and confusing. #taxes #art
LACROIXWM.COM
Donating Art: Taxation Abstraction
Fox Business reports that Social Security faces a 24% benefit cut by 2035. More @ https://fxn.ws/3fhQ3c4
FOXBUSINESS.COM
Who's ready for a $5,826 Social Security benefit cut?
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
LACROIXWM.COM
Inventorying Your Possessions
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
LACROIXWM.COM
Should You Invest in Exchange Traded Funds?
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
LACROIXWM.COM
Value vs. Growth Investing
Could your portfolio benefit from a zero-coupon bond?
LACROIXWM.COM
The ABCs of Zero Coupon Bonds
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
LACROIXWM.COM
Monthly Market Insights | October 2020
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
LACROIXWM.COM
Six Most Overlooked Tax Deductions
CNBC examines how millennials are showing interest in impact investing. More @ https://cnb.cx/3fhLHle
CNBC.COM
Millennials look to make a social impact with their investing dollar, study finds
Learn more about whether you need to pay estimated taxes.
LACROIXWM.COM
You May Need to Make Estimated Tax Payments If…
Is your retirement portfolio subject to “sequence of returns” danger?
LACROIXWM.COM
Retirement Income and the Traditional Portfolio
Take the time to think about these three things when shopping for your next vehicle.
LACROIXWM.COM
Consider These 3 Things Before Driving Off the Lot
Fed pledges to maintain near-zero interest rates for years. CNN has the story @ https://cnn.it/35MwyqL
CNN.COM
Fed pledges to keep interest rates near zero for years
You've allocated your assets; you just may not realize it yet. #AssetAllocation
LACROIXWM.COM
Asset Allocation
Surprises crop up every day, and they’re a great reason to work with us.
LACROIXWM.COM
Surprises
15-year vs. 30-year: know your refinancing options.
LACROIXWM.COM
Lots of Variables with Fixed-Rate Mortgages
CNBC looks at revisiting retirement strategy in your fifties. More @ https://cnb.cx/3kP0PJZ
CNBC.COM
If you're saving for retirement and are in your 50s, it may be time to reassess your plan
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
LACROIXWM.COM
Medicare Advantage 101
There are many factors to consider before tapping retirement money to pay for college.
LACROIXWM.COM
Should You Tap Retirement Savings to Fund College?
If you’ve put off retirement savings this year because of COVID-19, don’t despair. NPR has the latest tips @ https://tinyurl.com/y5rjdwbt
NPR.ORG
Retirement Won't Save For Itself: Here's How To Save What You Need : Life Kit
For a small business, the loss of a key person could cause financial hardship.
LACROIXWM.COM
Protecting Your Business from the Loss of a Key Person
Investors should understand the ways in which financial professionals are compensated for the services they provide.
LACROIXWM.COM
How Financial Professionals Are Compensated
Grocery shelves are stocked, and supply lines strengthened, but prices remain at record highs. NBC has more @ https://nbcnews.to/33qyhiN
NBCNEWS.COM
Stockpiling is over, so why have grocery prices gone up again?
Do you have a will? Is it updated?
LACROIXWM.COM
When Do You Need a Will?
Learn how #insurance #deductibles work, and how they can help you save money.
LACROIXWM.COM
How Insurance Deductibles Work
Being healthy may help your personal finances.
LACROIXWM.COM
Putting a Price Tag On Your Health
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
LACROIXWM.COM
Social Security: By the Numbers
CNBC looks at remote workers considering relocation before retirement. More @ https://cnb.cx/301dD81
CNBC.COM
With remote work flexibility, some people opt to relocate ahead of their retirement
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.
LACROIXWM.COM
The Cost of Medical Care
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.
LACROIXWM.COM
Monthly Market Insights | November 2020
Business owners should consider a succession plan sooner rather than later.
LACROIXWM.COM
Succeeding at Business Succession
What charitable organizations do you support? Have you considered strategies other than writing checks?
LACROIXWM.COM
Trends in Charitable Giving
There are four basic steps to calculating the value of an estate.
LACROIXWM.COM
Four Steps to Valuing an Estate
Are you getting the most out of your Social Security benefits? Claiming Social Security at the optimal age can make a huge difference. Yahoo Finance has the story @ https://bit.ly/34StebA
MONEY.YAHOO.COM
Why a ‘vast majority’ of Americans are not getting the most out of Social Security
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
LACROIXWM.COM
Jane Bond: Decoding Diversification
The market is as unpredictable as the weather. We’re here to help you prepare.
LACROIXWM.COM
Forecast
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
LACROIXWM.COM
Stay Safe with a B.O.P. At Your Back
Are you on track to save for retirement? CNBC has the scoop for how much you should have saved at every age: https://cnb.cx/2EUOCUq
CNBC.COM
Here's how much money you should have saved at every age
You’ll need to weigh several factors before retiring abroad.
LACROIXWM.COM
Thinking of Retiring Abroad?
Test your estate strategy knowledge with this short quiz.
LACROIXWM.COM
Test Your Estate Strategy Knowledge
COVID-19 is changing how Americans spend their money. More @ http://cnn.it/3jDduyr
CNN.COM
How the pandemic has changed Americans' spending and saving habits
Wall Street has a lot of cliches. How many do you know?
#WallStreet
LACROIXWM.COM
16 Wall Street Cliches in 60 Seconds
The U.S. economy grew at a record pace over the last three months. NPR has more @ http://n.pr/3myHM7p
NPR.ORG
U.S. Economy Grows At Record Pace But Still Has A Long Way To Go
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
LACROIXWM.COM
Data Thieves from Outer Space
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
LACROIXWM.COM
Monthly Market Insights | December 2020
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
LACROIXWM.COM
When Markets React
Yahoo! Finance looks at affordable locations for destination retirement. More @ https://yhoo.it/3erTKNi
FINANCE.YAHOO.COM
Worst Places to Spend Your Golden Years -- And Where to Retire Instead
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
LACROIXWM.COM
Tax Deductions You Won't Believe
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
LACROIXWM.COM
A House Divided
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
LACROIXWM.COM
Yours, Mine and Ours: Estate Strategies for Second Marriages
Does your #insurance cover you if you get into an accident with an uninsured driver?
LACROIXWM.COM
Protection Against Uninsured Drivers
There are benefits and limitations when using a living trust. #LivingTrust
LACROIXWM.COM
A Living Trust Primer
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
LACROIXWM.COM
Put It in a Letter
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
LACROIXWM.COM
How to Make the Tax Code Work for You
The pandemic is speeding up automation and potentially putting millions of jobs on the line. CNN has the details @ http://cnn.it/34gyLth
CNN.COM
The pandemic is speeding up automation, and 85 million jobs are on the line
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
LACROIXWM.COM
Yours, Mine and Ours: Estate Strategies for Second Marriages
Does your #insurance cover you if you get into an accident with an uninsured driver?
LACROIXWM.COM
Protection Against Uninsured Drivers
There are benefits and limitations when using a living trust. #LivingTrust
LACROIXWM.COM
A Living Trust Primer
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
LACROIXWM.COM
Disability and Your Finances
Earnings season can move markets. Find out why.
LACROIXWM.COM
Earnings for All Seasons
CNBC looks at how COVID-19 might affect travel stocks in the coming months. More @ https://cnb.cx/3pkLuE7
CNBC.COM
Why a second Covid wave may not hit travel stocks as hard as expected
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
LACROIXWM.COM
Once Upon a Goal
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
LACROIXWM.COM
Put It in a Letter
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
LACROIXWM.COM
How to Make the Tax Code Work for You
Here are a few key factors to consider when naming an executor for your estate.
LACROIXWM.COM
And the Executor Is
Fed keeps rates near zero amid fragile recovery. CNN has more @ http://cnn.it/37qR40y
CNN.COM
The Fed keeps rates near zero and acknowledges fragile recovery
With increasing wealth comes unique financial challenges.
LACROIXWM.COM
Investment Challenges of the Affluent Investor
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
LACROIXWM.COM
Disability and Your Finances
Earnings season can move markets. Find out why.
LACROIXWM.COM
Earnings for All Seasons
CNBC looks at how COVID-19 might affect travel stocks in the coming months. More @ https://cnb.cx/3pkLuE7
CNBC.COM
Why a second Covid wave may not hit travel stocks as hard as expected
What do you need to know in the face of post COVID-19 volatility?
LACROIXWM.COM
Pullbacks, Corrections, and Bear Markets
U.S. News & World Report looks at what to do if you or a loved one is coping with an eviction. More @ https://bit.ly/3eIO69A
REALESTATE.USNEWS.COM
What to Do if You Get Evicted
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
LACROIXWM.COM
Value vs. Growth Investing
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
LACROIXWM.COM
Monthly Market Insights | January 2021
When the rules of the game change, tactics should follow in response to the new landscape.
LACROIXWM.COM
Revising Estate Strategy Assumptions
Here are a few key factors to consider when naming an executor for your estate.
LACROIXWM.COM
And the Executor Is
The pandemic made retirement planning difficult, forcing many Americans to adjust their vision or hold off on retiring. Yahoo Finance has the story @ http://yhoo.it/35mNi78
FINANCE.YAHOO.COM
Pandemic has been 'extremely disruptive' for retirement plans for some Americans
The tax rules that govern donating art are complex and confusing. #taxes #art
LACROIXWM.COM
Donating Art: Taxation Abstraction
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
LACROIXWM.COM
Social Security: The Elephant in the Room
What do you need to know in the face of post COVID-19 volatility?
LACROIXWM.COM
Pullbacks, Corrections, and Bear Markets
U.S. News & World Report looks at what to do if you or a loved one is coping with an eviction. More @ https://bit.ly/3eIO69A
REALESTATE.USNEWS.COM
What to Do if You Get Evicted
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
LACROIXWM.COM
Value vs. Growth Investing
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
LACROIXWM.COM
Year-End Charitable Gifting and You
Take Charge: Don't be a victim of identity theft.
LACROIXWM.COM
To Catch a Thief
How will your investments weather the ups and downs of the business cycle?
LACROIXWM.COM
The Business Cycle
The pandemic made retirement planning difficult, forcing many Americans to adjust their vision or hold off on retiring. Yahoo Finance has the story @ http://yhoo.it/35mNi78
FINANCE.YAHOO.COM
Pandemic has been 'extremely disruptive' for retirement plans for some Americans
The tax rules that govern donating art are complex and confusing. #taxes #art
LACROIXWM.COM
Donating Art: Taxation Abstraction
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
LACROIXWM.COM
Social Security: The Elephant in the Room
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
LACROIXWM.COM
Is a Variable Annuity Right for Me?
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
LACROIXWM.COM
Choosing a Business Structure
The average credit score of someone in their 60s is 716—and it’s unlikely to change much. Curious as to why? CNBC has the latest @ https://cnb.cx/2Lb2rB2
CNBC.COM
The average 60-something has a 716 credit score—why this expert says that's unlikely to change very much
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
LACROIXWM.COM
Year-End Charitable Gifting and You
Take Charge: Don't be a victim of identity theft.
LACROIXWM.COM
To Catch a Thief
How will your investments weather the ups and downs of the business cycle?
LACROIXWM.COM
The Business Cycle
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
LACROIXWM.COM
Monthly Market Insights | February 2021
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
LACROIXWM.COM
Once Upon a Goal
Saving for college doesn’t have to be as complicated as college itself.
LACROIXWM.COM
Saving for College 101
U.S. News & World Report reports on how you can figure out a budget for your mortgage @ https://bit.ly/38e4SMF
LOANS.USNEWS.COM
Deciding How Much House You Can Afford
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
LACROIXWM.COM
Budgeting After a Divorce
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
LACROIXWM.COM
Is a Variable Annuity Right for Me?
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
LACROIXWM.COM
Five Most Overlooked Tax Deductions
Working from home has been a challenge for many Americans. CNBC has some tips to get into a relaxed rhythm @ http://cnb.cx/2LKA6BV
CNBC.COM
How to find 'flow' while working from home, according to a peak performance expert
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
LACROIXWM.COM
Perception vs. Reality
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
LACROIXWM.COM
Monthly Market Insights | February 2021
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
LACROIXWM.COM
Once Upon a Goal
Saving for college doesn’t have to be as complicated as college itself.
LACROIXWM.COM
Saving for College 101
It’s possible to avoid these classic #retirement traps, with a little preparation.
LACROIXWM.COM
Retirement Traps to Avoid
Yahoo! Finance discusses the arrival of tax season 2021. More @ http://yhoo.it/2LWzGZQ
FINANCE.YAHOO.COM
Tax season 2021: How to get a bigger, quicker tax refund
Do you have a will? Is it updated?
LACROIXWM.COM
When Do You Need a Will?
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
LACROIXWM.COM
How the Federal Reserve Works
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
LACROIXWM.COM
Five Most Overlooked Tax Deductions
Working from home has been a challenge for many Americans. CNBC has some tips to get into a relaxed rhythm @ http://cnb.cx/2LKA6BV
CNBC.COM
How to find 'flow' while working from home, according to a peak performance expert
A new COVID-19 relief proposal could add $300 to unemployment benefits for up to 16 weeks . CNBC has the story @ https://cnb.cx/3qKbmtq
CNBC.COM
Covid relief bill would add a $300 boost to unemployment benefits for 16 weeks
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
LACROIXWM.COM
Are Alternative Investments Right for You?
Children with special needs may need ongoing help after theirparents are gone.
LACROIXWM.COM
4 Steps to Protecting a Child with Disabilities
It’s possible to avoid these classic #retirement traps, with a little preparation.
LACROIXWM.COM
Retirement Traps to Avoid
Yahoo! Finance discusses the arrival of tax season 2021. More @ http://yhoo.it/2LWzGZQ
FINANCE.YAHOO.COM
Tax season 2021: How to get a bigger, quicker tax refund
Do you have a will? Is it updated?
LACROIXWM.COM
When Do You Need a Will?
How much do you know about stocks?
LACROIXWM.COM
How Stocks Work
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
LACROIXWM.COM
Planning for the Expected
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
LACROIXWM.COM
Why Medicare Should Be Part of Your Retirement Strategy
A new COVID-19 relief proposal could add $300 to unemployment benefits for up to 16 weeks . CNBC has the story @ https://cnb.cx/3qKbmtq
CNBC.COM
Covid relief bill would add a $300 boost to unemployment benefits for 16 weeks
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
LACROIXWM.COM
Are Alternative Investments Right for You?
Children with special needs may need ongoing help after theirparents are gone.
LACROIXWM.COM
4 Steps to Protecting a Child with Disabilities
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
LACROIXWM.COM
Monthly Market Insights | March 2021
Three tips for giving smart from the heart.
LACROIXWM.COM
Charitable Giving: Smart from the Heart
Annuities: One option for retirement-minded individuals.
LACROIXWM.COM
Immediate vs. Deferred Annuities
How much do you know about stocks?
LACROIXWM.COM
How Stocks Work
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
LACROIXWM.COM
Planning for the Expected
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
LACROIXWM.COM
Why Medicare Should Be Part of Your Retirement Strategy
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
LACROIXWM.COM
Budgeting After a Divorce
M0 is the total of all physical currency worldwide. What’s it look like?
LACROIXWM.COM
How Big is Money?
If you didn’t get your stimulus check in 2020, you may be able to claim it on your taxes. That doesn’t mean you’ll be getting more money back. CNBC has the story @ http://cnb.cx/3i590RW
CNBC.COM
How the $600 stimulus checks could affect your tax refund this year
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
LACROIXWM.COM
Jane Bond: Scaling the Ladder
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
LACROIXWM.COM
Monthly Market Insights | March 2021
Three tips for giving smart from the heart.
LACROIXWM.COM
Charitable Giving: Smart from the Heart
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
LACROIXWM.COM
A New Way to Look at Your Bucket List
The European Union targets online platforms after Wall Street short squeeze. Reuters has more @ https://reut.rs/3qOeapf
REUTERS.COM
EU targets online platforms after Wall Street short squeeze
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
LACROIXWM.COM
Perception vs. Reality
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
LACROIXWM.COM
Budgeting After a Divorce
M0 is the total of all physical currency worldwide. What’s it look like?
LACROIXWM.COM
How Big is Money?
If you didn’t get your stimulus check in 2020, you may be able to claim it on your taxes. That doesn’t mean you’ll be getting more money back. CNBC has the story @ http://cnb.cx/3i590RW
CNBC.COM
How the $600 stimulus checks could affect your tax refund this year
Should gold be a part of your diversified portfolio?
LACROIXWM.COM
Should I Invest in Gold?
Is it possible to be too safe with your money? Many Americans are missing out by keeping their cash in the bank. Yahoo Finance has the story @ http://yhoo.it/3p1L7xn
FINANCE.YAHOO.COM
A survey says we're holding on to too much cash — do this instead
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
LACROIXWM.COM
“Dirty Dozen” Tax Scams to Watch For
How many credit cards do you have?
LACROIXWM.COM
Spotting Credit Trouble
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
LACROIXWM.COM
A New Way to Look at Your Bucket List
The European Union targets online platforms after Wall Street short squeeze. Reuters has more @ https://reut.rs/3qOeapf
REUTERS.COM
EU targets online platforms after Wall Street short squeeze
