Life insurance can potentially protect and even increase generational wealth in ways many people don't know about.
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How does life insurance fit into your plans?
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Here's one way to help protect yourself from identity theft.
CONSUMERREPORTS.ORG
How to Delete Your Information From People-Search Sites
Parents have the chance to shape their kids' financial foundations. Do you think these five approaches are helpful?
LIFEHACK.ORG
5 Tips For Teaching Money Management To Children
Younger millennials are facing particular financial challenges during the pandemic. Here's a look at the current trends.
CNBC.COM
39% of younger millennials say the Covid-19 recession has them moving back home
Have you talked to your kids about major financial milestones, like their education and your retirement?
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Financial Topics to Discuss as a Parent
Are no-contact payment systems really safe? Here's what to know.
CONSUMERREPORTS.ORG
The Many Ways to Make Contactless Payments
Do you know anyone who could use this reminder?
NEXTAVENUE.ORG
Why Right Now Is a Great Time to Plan for Retirement
Appointing someone to manage your finances in an emergency can be a smart move for anyone with an income or assets.
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Financial Powers of Attorney: Do You Need One?
Divorce happens. Here are a few areas of life that may be impacted when a marriage ends.
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Finances & Divorce: What to Know
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Finance News and More
There could be many ways to try stretching your funds during retirement. A recent podcast offers a few things to think about.
NEXTAVENUE.ORG
How to Spend Less in Retirement: Fewer Lattes or The Big Cut?
You've probably heard dozens of warnings about phishing scams and other fraud tactics, but the financial losses due to fraudsters have only been growing lately. Stay vigilant with these helpful tips.
CNBC.COM
Don't fall prey to these 4 common bank scams
Whether you're saving more or less these days, it's important to review your plans and goals.
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Has your situation changed?
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Finance News and Updates
Starting a new job (or know someone who is)? Make sure you cover these basics when reviewing and selecting benefits.
USATODAY.COM
Just got a job offer? Be smart about your new benefit choices like health coverage, 401(k) savings levels
Do you have questions about business expense deductions? The IRS has issued new guidance:
IRS.GOV
IRS issues final regulations on the deduction for meals and entertainment | Internal Revenue Service
Closing a business is rarely simple. Here are a few considerations to keep in mind.
CNBC.COM
Thinking of closing your business? Avoid these last-minute tax surprises
From timing to taxes, get to know your options.
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Considering Your Social Security Options
The twice-monthly newsletter discusses timely financial topics. Are you on the list?
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News and Insights
There's a lot to think about when it comes to claiming Social Security. Reach out if you ever have any questions.
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When Should You Start Claiming Social Security?
Want to see how Social Security benefits in the U.S. compare to other countries? Wondering about overall trends? Take a look.
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Policy Basics: Top Ten Facts about Social Security
These financial losses don't have to happen. Here's what to watch out for.
AARP.ORG
Romance Scams Top List of Costly Scams for Older Adults
Do you have these essential documents organized and up to date? Here's what to know.
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4 Types of Legal Documents to Prepare
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Finance Insights
Here's what some legal experts suggest when it comes to estate planning. Do you want to discuss what's right for you? Reach out anytime.
NATLAWREVIEW.COM
Top Ten Estate Planning Recommendations before the End of 2020
The Securing a Strong Retirement Act of 2020 would affect RMD rules and student loan borrowers.
CNBC.COM
New retirement bill has perks for seniors, student loan borrowers
Learn more about making sure your estate plan works the way you want it to.
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You Have an Estate Plan. Will It Work?
The IRS has released new information for taxpayers about standard deduction amounts, marginal rates and more. Take a look.
IRS.GOV
IRS provides tax inflation adjustments for tax year 2021 | Internal Revenue Service
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Updates and Insights
The IRS has outlined a few security tips to keep in mind during the holidays as well as 2021 tax season.
IRS.GOV
National Tax Security Awareness Week opens with warnings to all taxpayers and tax professionals as holidays, 2021 tax season approach | Internal Revenue Service
Do you want to support businesses who take good care of their employees? Here are a few that have boosted pay and benefits in 2020.
FINANCE.YAHOO.COM
These major retailers are spending millions of dollars to show employees appreciation
How much can you really benefit from an employer 401(k) match? Find out:
CNBC.COM
Here's how much your company's 401(k) match could be worth in retirement
Watch out for these common missteps, including lifestyle creep and inconsistent budgeting.
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5 Financial Mistakes Even Wealthy People Make
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Finance Insights and Updates
Are you curious about the tax rules for working from home? Here's an overview -- and as always, reach out with any questions you have.
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The Tax Rules for Home Businesses and Working From Home
Here are a few guidelines for naming a qualified trustee.
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Making Sure Your Trustee is Trustworthy
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Stay on Track
Here's some information remote workers may want to keep on their radar.
CNBC.COM
Working remotely from different states? You could face additional state taxes next year
As the wealthiest portion of the population gets older, it makes sense that businesses are pivoting to meet their needs.
BARRONS.COM
Aging Could Be the Next Booming Business
No one knows exactly what this year will hold, but these strategies may help you stay on track no matter what.
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Looking Ahead: What to Consider for 2021
Feel free to share this information with someone who hasn't started planning yet. Do you have questions about estate planning? Reach out anytime.
NEXTAVENUE.ORG
Estate Planning Basics You Need to Know
The IRS has added a question about cryptocurrency transactions to the new form 1040. Here's what to keep in mind.
FINANCE.YAHOO.COM
IRS is ‘setting the trap’ for bitcoin and virtual currency investors on 2020 tax form
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Finance Insights