Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
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
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
DEARDENCPA.COM
“Dirty Dozen” Tax Scams to Watch For
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
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
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
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
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Do you know what your #insurance needs are, when you’re married, with children?
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Insurance Needs Assessment: Married With Children
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
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 S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
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
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
DEARDENCPA.COM
“Dirty Dozen” Tax Scams to Watch For
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
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Jane Bond: Decoding Diversification
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
Are you ready for school—again?
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Estimating the Cost of College
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
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Why Medicare Should Be Part of Your Retirement Strategy
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?
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
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
DEARDENCPA.COM
“Dirty Dozen” Tax Scams to Watch For