Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Earnings season can move markets. Find out why.
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Earnings for All Seasons
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
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Protecting Your Home Against Flood Loss
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
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
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
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
Concerned about the social impact of your investments?
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Investing with Your Heart
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?
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
What would happen to your loved ones if you were gone? Make financial preparations today.
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Variable Universal Life Insurance
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
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
College, kids and costs.
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Getting a Head Start on College Savings
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
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
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
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
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
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
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
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?
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 101
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
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
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
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Where Is the Market Headed?
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
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
Your #insurance needs don’t stay the same when the nest empties, but what changes?
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Insurance Needs Assessment: For Empty Nesters and Retirees
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
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Social host laws may make you responsible for underage drinking in your home, even if you are away.
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Teen Drinking and Your Liability
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
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
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
Social host laws may make you responsible for underage drinking in your home, even if you are away.
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Teen Drinking and Your Liability
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
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
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
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
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
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
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
When was the last time you paid yourself first?
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Pay Yourself First
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
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The A, B, C, & D of Medicare
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
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
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
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
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
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
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Gap Insurance for Leased Cars
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
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
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
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
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
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
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Coaches
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
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
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
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
How many credit cards do you have?
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Spotting Credit Trouble
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
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
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Coaches
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
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
How many credit cards do you have?
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Spotting Credit Trouble
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
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The A, B, C, & D of Medicare
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
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
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
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When Does Your Personal Car Become a Commercial Vehicle?
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
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The A, B, C, & D of Medicare
Do you have a will? Is it updated?
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When Do You Need a Will?
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?
Does your business have a retirement strategy that fits your short, long-term needs?
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Choosing a Retirement Plan that Fits Your Business
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:
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The Basics of Medicare
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
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
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?
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Do you have a will? Is it updated?
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When Do You Need a Will?
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?
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
MALECKIFINANCIALGROUP.COM
What is the Value of Your Business?
Considering alternative investments? It’s critical to sort through the complexity. #video
MALECKIFINANCIALGROUP.COM
Alternative Investments - Going Mainstream
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.
MALECKIFINANCIALGROUP.COM
Do You Owe The AMT?
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
