Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
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?
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
[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
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?
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
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
That big list of dreams and goals isn't the only way to look at your bucket list.
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A New Way to Look at Your Bucket List
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Earnings season can move markets. Find out why.
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Earnings for All Seasons
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
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
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
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
[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
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
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?
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
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
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
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
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
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
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
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
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
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
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
Are you ready for school—again?
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Estimating the Cost of College
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
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
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?
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?
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
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
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
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
[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
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
LEPINEFINANCIAL.COM
The Fed and How It Got That Way
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
In the world of finance, the effects of the "confidence gap" can be especially apparent.
LEPINEFINANCIAL.COM
Bridging the Confidence Gap
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 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
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
The truth is a little more complicated with these personal finance idioms.
LEPINEFINANCIAL.COM
The Latte Lie and Other Myths
$100 not spent is more like $143. Intrigued? #taxes #saving
LEPINEFINANCIAL.COM
Stop Wasting Money
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
What do you need to know in the face of post COVID-19 volatility?
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Pullbacks, Corrections, and Bear Markets
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
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 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
Do global and international mutual funds complement or conflict with each other?
LEPINEFINANCIAL.COM
Global vs. International: What’s The Difference?
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
LEPINEFINANCIAL.COM
Events on Wall Street
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
What do you need to know in the face of post COVID-19 volatility?
LEPINEFINANCIAL.COM
Pullbacks, Corrections, and Bear Markets
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
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
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
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
LEPINEFINANCIAL.COM
Events on Wall Street
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
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
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
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
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
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
How much do you know about stocks?
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How Stocks Work
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
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
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
LEPINEFINANCIAL.COM
Monthly Market Insights | March 2021
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
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
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
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
LEPINEFINANCIAL.COM
Estate Management Checklist
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
How much do you know about stocks?
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How Stocks Work
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
LEPINEFINANCIAL.COM
Mastering Mobile Lingo
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
LEPINEFINANCIAL.COM
How to Read Your Credit Report
Test your estate strategy knowledge with this short quiz.
LEPINEFINANCIAL.COM
Test Your Estate Strategy Knowledge
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
LEPINEFINANCIAL.COM
Social Security: The Elephant in the Room
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
LEPINEFINANCIAL.COM
Estate Management Checklist
The market is as unpredictable as the weather. We’re here to help you prepare.
LEPINEFINANCIAL.COM
Forecast
How much do you know about stocks?
LEPINEFINANCIAL.COM
How Stocks Work
