Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
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
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
College, kids and costs.
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Getting a Head Start on College Savings
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on 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
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
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
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
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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From Boats to Brokers
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
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
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
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
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
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
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
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 you know what your #insurance needs are, when you’re married, with children?
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Insurance Needs Assessment: Married With Children
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
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?
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
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Jane Bond: Decoding Diversification
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
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
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
What do you need to know in the face of post COVID-19 volatility?
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Pullbacks, Corrections, and Bear Markets
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
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
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
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
Bill Folds: How many does it take before a $20 bill tears?
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Life and Death of a Twenty Dollar Bill
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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From Boats to Brokers
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
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
How much do you know about stocks?
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How Stocks Work
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
To work or not to work? That is the question for retirees.
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Perception vs. Reality
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
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
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
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
How much do you know about stocks?
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How Stocks Work
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
To work or not to work? That is the question for retirees.
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Perception vs. Reality
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
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
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
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
How much do you know about stocks?
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How Stocks Work
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
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
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
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
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Earnings season can move markets. Find out why.
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Earnings for All Seasons
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
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Don't procrastinate: pursue your financial goals by creating a long-term strategy.
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The Cost of Procrastination
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
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
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
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
Earnings season can move markets. Find out why.
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Earnings for All Seasons
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
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
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
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
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
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
Earnings season can move markets. Find out why.
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Earnings for All Seasons
Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:
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Medicare Advantage Plans (Medicare Part C)
Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:
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Qualifying For Medicare Under Age 65
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
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
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