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?
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
Some simple, inexpensive energy-saving tips that may help you save money.
LINCOLNINVESTMENTAZ.COM
A Penny Saved is Two Pennies Earned
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
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?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
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Can Election Results Predict the Market?
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
LINCOLNINVESTMENTAZ.COM
An Overview of Renter’s Insurance
During this "stay at home" season our clients have been reaching out to us wanting to get their financial house in order. Check those lingering financial matters off your list. What should be at the top of your list is getting your...
LINCOLNINVESTMENTAZ.COM
Wills and trusts - special price for our clients
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
If you thought that payouts from life insurance are tax-free in all cases, think again.
LINCOLNINVESTMENTAZ.COM
When Life Insurance Becomes Taxable
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
Learn the language of life insurance.
LINCOLNINVESTMENTAZ.COM
Term vs. Permanent Life Insurance
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
LINCOLNINVESTMENTAZ.COM
Healthy Body, Healthy Pocketbook
Investors should understand the ways in which financial professionals are compensated for the services they provide.
LINCOLNINVESTMENTAZ.COM
How Financial Professionals Are Compensated
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
RETIREMENT-PROFESSIONALS.COM
Silver Sneakers 101
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
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
Consider a bucket plan to go with your bucket list.
LINCOLNINVESTMENTAZ.COM
A Bucket Plan to Go with Your Bucket List
Every year since 1947, the U.S. President pens an economics textbook.
LINCOLNINVESTMENTAZ.COM
Required Reading: The Economic Report of the President
For a small business, the loss of a key person could cause financial hardship.
LINCOLNINVESTMENTAZ.COM
Protecting Your Business from the Loss of a Key Person
As complex as the details of taxes can be, the income tax process is fairly straightforward.
RETIREMENT-PROFESSIONALS.COM
How Income Taxes Work
Your ideal #retirement may differ from reality, but we can work together to better align the two.
RETIREMENT-PROFESSIONALS.COM
RE: Retirement
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
RETIREMENT-PROFESSIONALS.COM
Dog Bites Neighbor. Now What?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
RETIREMENT-PROFESSIONALS.COM
Tax Deductions You Won't Believe
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
RETIREMENT-PROFESSIONALS.COM
Insuring Your Business Against Cyber Liability
When you see this seemingly crazy behavior in the markets and hear this strange language of shorts, halts, and hedge funds, it might not make sense to those who should long term investors. In fact, when we see this happen, I often hear...
RETIREMENT-PROFESSIONALS.COM
Gamestop, AMC Theaters, Reddit, Robinhood, Wall St Bets, and more