It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
LIFEPOINTWEALTH.COM
The Long Run: Women and Retirement
Is your retirement portfolio subject to “sequence of returns” danger?
LIFEPOINTWEALTH.COM
Retirement Income and the Traditional Portfolio
What every parent needs to know about insuring his or her #teen #driver. #insurance
LIFEPOINTWEALTH.COM
Buying Auto Insurance For Teen Drivers
Learn how #insurance #deductibles work, and how they can help you save money.
LIFEPOINTWEALTH.COM
How Insurance Deductibles Work
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
LIFEPOINTWEALTH.COM
Estate Management Checklist
Your ideal #retirement may differ from reality, but we can work together to better align the two.
LIFEPOINTWEALTH.COM
RE: Retirement
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
LIFEPOINTWEALTH.COM
Put It in a Letter
As complex as the details of taxes can be, the income tax process is fairly straightforward.
LIFEPOINTWEALTH.COM
How Income Taxes Work
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
LIFEPOINTWEALTH.COM
What is the Value of Your Business?
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
Take the time to think about these three things when shopping for your next vehicle.
LIFEPOINTWEALTH.COM
Consider These 3 Things Before Driving Off the Lot
If you don’t have an #estatestrategy, here’s some reasons why you should.
LIFEPOINTWEALTH.COM
Why Everyone Needs an Estate Strategy
With increasing wealth comes unique financial challenges.
LIFEPOINTWEALTH.COM
Investment Challenges of the Affluent Investor
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
LIFEPOINTWEALTH.COM
Medicare Advantage 101
Over age 50? You may be able to catch-up on retirement.
LIFEPOINTWEALTH.COM
Catch-Up Contributions
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Have a kid heading off to college? Here are a few tips.
LIFEPOINTWEALTH.COM
A Cheat Sheet for Sending Your Kid to College
Children with special needs may need ongoing help after theirparents are gone.
LIFEPOINTWEALTH.COM
4 Steps to Protecting a Child with Disabilities
There are benefits and limitations when using a living trust. #LivingTrust
LIFEPOINTWEALTH.COM
A Living Trust Primer
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
LIFEPOINTWEALTH.COM
Insurance Needs Assessment: When You're Young and Single
Three important questions to consider before you start taking #SocialSecurity.
LIFEPOINTWEALTH.COM
Three Key Questions to Answer Before Taking Social Security
Does it make more sense to push back #retirement, or not to retire at all?
LIFEPOINTWEALTH.COM
Should You Ever Retire?
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
LIFEPOINTWEALTH.COM
The SECURE Act
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
LIFEPOINTWEALTH.COM
Password Protection Strategies
Take an inside look into Simplified Employee Pension plans.
LIFEPOINTWEALTH.COM
Is a SEP-IRA Right for Your Business?
Three tips for giving smart from the heart.
LIFEPOINTWEALTH.COM
Charitable Giving: Smart from the Heart
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
LIFEPOINTWEALTH.COM
When Special Care Is Needed: The Special Needs Trust
When the rules of the game change, tactics should follow in response to the new landscape.
LIFEPOINTWEALTH.COM
Revising Estate Strategy Assumptions
Concerned about identity theft? Some things to leave at home. #IdentityTheft
LIFEPOINTWEALTH.COM
Please Leave Home Without It
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?
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
LIFEPOINTWEALTH.COM
Protecting Your Home Against Flood Loss
As complex as the details of taxes can be, the income tax process is fairly straightforward.
LIFEPOINTWEALTH.COM
How Income Taxes Work
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
LIFEPOINTWEALTH.COM
Put It in a Letter
Investors should understand the ways in which financial professionals are compensated for the services they provide.
LIFEPOINTWEALTH.COM
How Financial Professionals Are Compensated
Your ideal #retirement may differ from reality, but we can work together to better align the two.
LIFEPOINTWEALTH.COM
RE: Retirement
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
LIFEPOINTWEALTH.COM
A Brief Guide To Condo Insurance
The tax rules that govern donating art are complex and confusing. #taxes #art
LIFEPOINTWEALTH.COM
Donating Art: Taxation Abstraction
If you thought that payouts from life insurance are tax-free in all cases, think again.
LIFEPOINTWEALTH.COM
When Life Insurance Becomes Taxable
Lifestyle inflation can be the enemy of wealth building.
LIFEPOINTWEALTH.COM
Keeping Up with the Joneses
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
LIFEPOINTWEALTH.COM
What’s Your Investment IQ?
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
LIFEPOINTWEALTH.COM
When Markets React
There are ways to protect your business in the event of your death or the death of a partner.
LIFEPOINTWEALTH.COM
Insuring Your Business With a Buy/Sell Agreement
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
LIFEPOINTWEALTH.COM
Insurance Needs Assessment: When You're Young and Single
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
LIFEPOINTWEALTH.COM
Yours, Mine and Ours: Estate Strategies for Second Marriages
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
LIFEPOINTWEALTH.COM
What Smart Investors Know
Did you know that women control 51% of all personal wealth in the United States?
LIFEPOINTWEALTH.COM
Women on the Rise
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
LIFEPOINTWEALTH.COM
The Cycle of Investing
How much do you know about stocks?
LIFEPOINTWEALTH.COM
How Stocks Work
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
LIFEPOINTWEALTH.COM
The SECURE Act
Have a kid heading off to college? Here are a few tips.
LIFEPOINTWEALTH.COM
A Cheat Sheet for Sending Your Kid to College
Wall Street has a lot of cliches. How many do you know?
#WallStreet
LIFEPOINTWEALTH.COM
16 Wall Street Cliches in 60 Seconds
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
LIFEPOINTWEALTH.COM
What is the Value of Your Business?
Consider a bucket plan to go with your bucket list.
LIFEPOINTWEALTH.COM
A Bucket Plan to Go with Your Bucket List
Here are 4 unexpected locations that make great places to #raise your #family.
LIFEPOINTWEALTH.COM
Four Great, Unexpected Places to Raise a Family
Wall Street has a lot of cliches. How many do you know?
#WallStreet
LIFEPOINTWEALTH.COM
16 Wall Street Cliches in 60 Seconds
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
LIFEPOINTWEALTH.COM
Rebalancing Your Portfolio
Protect yourself from identity theft. #IdentityTheft
LIFEPOINTWEALTH.COM
To Catch a Thief
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
LIFEPOINTWEALTH.COM
What is the Value of Your Business?
Consider a bucket plan to go with your bucket list.
LIFEPOINTWEALTH.COM
A Bucket Plan to Go with Your Bucket List
Here are 4 unexpected locations that make great places to #raise your #family.
LIFEPOINTWEALTH.COM
Four Great, Unexpected Places to Raise a Family
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
LIFEPOINTWEALTH.COM
Breaking Down the Parts of Medicare
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
LIFEPOINTWEALTH.COM
A New Way to Look at Your Bucket List
Take the time to think about these three things when shopping for your next vehicle.
LIFEPOINTWEALTH.COM
Consider These 3 Things Before Driving Off the Lot
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
LIFEPOINTWEALTH.COM
Rebalancing Your Portfolio
Protect yourself from identity theft. #IdentityTheft
LIFEPOINTWEALTH.COM
To Catch a Thief
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
LIFEPOINTWEALTH.COM
What is the Value of Your Business?
What do you need to know in the face of post COVID-19 volatility?
LIFEPOINTWEALTH.COM
Pullbacks, Corrections, and Bear Markets
In the world of finance, the effects of the "confidence gap" can be especially apparent.
LIFEPOINTWEALTH.COM
Bridging the Confidence Gap
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
LIFEPOINTWEALTH.COM
Breaking Down the Parts of Medicare
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
LIFEPOINTWEALTH.COM
A New Way to Look at Your Bucket List
Take the time to think about these three things when shopping for your next vehicle.
LIFEPOINTWEALTH.COM
Consider These 3 Things Before Driving Off the Lot
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
LIFEPOINTWEALTH.COM
Rebalancing Your Portfolio
What does it actually cost to raise a child? You might be surprised.
LIFEPOINTWEALTH.COM
The Half Million Dollar Baby
Every year since 1947, the U.S. President pens an economics textbook.
LIFEPOINTWEALTH.COM
Required Reading: The Economic Report of the President
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
LIFEPOINTWEALTH.COM
Building Your Legacy
What do you need to know in the face of post COVID-19 volatility?
LIFEPOINTWEALTH.COM
Pullbacks, Corrections, and Bear Markets
In the world of finance, the effects of the "confidence gap" can be especially apparent.
LIFEPOINTWEALTH.COM
Bridging the Confidence Gap
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
LIFEPOINTWEALTH.COM
Breaking Down the Parts of Medicare
The savings rate is the government’s estimate of how much U.S. households are saving.
LIFEPOINTWEALTH.COM
U.S. Personal Savings Rate
There are benefits and limitations when using a living trust. #LivingTrust
LIFEPOINTWEALTH.COM
A Living Trust Primer
What does it actually cost to raise a child? You might be surprised.
LIFEPOINTWEALTH.COM
The Half Million Dollar Baby
Every year since 1947, the U.S. President pens an economics textbook.
LIFEPOINTWEALTH.COM
Required Reading: The Economic Report of the President
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
LIFEPOINTWEALTH.COM
Building Your Legacy
What do you need to know in the face of post COVID-19 volatility?
LIFEPOINTWEALTH.COM
Pullbacks, Corrections, and Bear Markets
Being healthy may help your personal finances.
LIFEPOINTWEALTH.COM
Putting a Price Tag On Your Health
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
LIFEPOINTWEALTH.COM
Fallen Tree Damage—Who Pays?
Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:
LIFEPOINTWEALTH.COM
The Basics of Medicare
The savings rate is the government’s estimate of how much U.S. households are saving.
LIFEPOINTWEALTH.COM
U.S. Personal Savings Rate
There are benefits and limitations when using a living trust. #LivingTrust
LIFEPOINTWEALTH.COM
A Living Trust Primer
What does it actually cost to raise a child? You might be surprised.
LIFEPOINTWEALTH.COM
The Half Million Dollar Baby
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
LIFEPOINTWEALTH.COM
The Long Run: Women and Retirement
It can be difficult sometimes to think about the future during times like these. But if you did, how would you retire in a post-pandemic world?
LIFEPOINTWEALTH.COM
Retiring in a Post-Pandemic World
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
LIFEPOINTWEALTH.COM
All Muni Bonds Are Not Created Equal
You can help ensure that losing your wallet doesn't turn into something bigger.
LIFEPOINTWEALTH.COM
What to Do When You Lose Your Wallet
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
LIFEPOINTWEALTH.COM
The Long Run: Women and Retirement
It can be difficult sometimes to think about the future during times like these. But if you did, how would you retire in a post-pandemic world?
LIFEPOINTWEALTH.COM
Retiring in a Post-Pandemic World
Being healthy may help your personal finances.
LIFEPOINTWEALTH.COM
Putting a Price Tag On Your Health
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
LIFEPOINTWEALTH.COM
Fallen Tree Damage—Who Pays?
Over age 50? You may be able to catch-up on retirement.
LIFEPOINTWEALTH.COM
Catch-Up Contributions
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
LIFEPOINTWEALTH.COM
Money Draining Food Myths
Have a strategy for discussing healthcare with your parents. #AgingParents
LIFEPOINTWEALTH.COM
Caring for Aging Parents
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
LIFEPOINTWEALTH.COM
All Muni Bonds Are Not Created Equal
You can help ensure that losing your wallet doesn't turn into something bigger.
LIFEPOINTWEALTH.COM
What to Do When You Lose Your Wallet
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
LIFEPOINTWEALTH.COM
The Long Run: Women and Retirement
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
LIFEPOINTWEALTH.COM
IRA Withdrawals that Escape the 10% Tax Penalty
Business owners should consider a succession plan sooner rather than later.
LIFEPOINTWEALTH.COM
Succeeding at Business Succession
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
LIFEPOINTWEALTH.COM
When Does Your Personal Car Become a Commercial Vehicle?
Over age 50? You may be able to catch-up on retirement.
LIFEPOINTWEALTH.COM
Catch-Up Contributions
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
LIFEPOINTWEALTH.COM
Money Draining Food Myths
Have a strategy for discussing healthcare with your parents. #AgingParents
LIFEPOINTWEALTH.COM
Caring for Aging Parents
