In the world of finance, the effects of the "confidence gap" can be especially apparent.
MARKETSQUAREADVISORS.COM
Bridging the Confidence Gap
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
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
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
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A Look at Whole Life Insurance
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
MONEY.CNN.COM
5 things you must do before you retire
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
FATHERLY.COM
Do Blue Light Blocking Glasses Really Work? Not Exactly
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
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
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
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
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
MARKETSQUAREADVISORS.COM
A Fruitful Retirement: Social Security Benefit
Have a kid heading off to college? Here are a few tips.
MARKETSQUAREADVISORS.COM
A Cheat Sheet for Sending Your Kid to College
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
MARKETSQUAREADVISORS.COM
Four Really Good Reasons to Invest
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?
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
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
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
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
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
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
MARKETSQUAREADVISORS.COM
Understanding Marginal Income Tax Brackets
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
MARKETSQUAREADVISORS.COM
What is the Value of Your Business?
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
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
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
Learn how #insurance #deductibles work, and how they can help you save money.
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How Insurance Deductibles Work
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
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
The truth is a little more complicated with these personal finance idioms.
MARKETSQUAREADVISORS.COM
The Latte Lie and Other Myths
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
MARKETSQUAREADVISORS.COM
The A, B, C, & D of Medicare
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LPL Research’s Outlook 2021
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
MARKETSQUAREADVISORS.COM
Social Media: #NewestBusinessLiabilityRisk
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
A will is a powerful tool for distributing assets, but most people don’t have one. Is your up to date?
MARKETSQUAREADVISORS.COM
Will Power
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
MARKETSQUAREADVISORS.COM
Value vs. Growth Investing
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
MARKETSQUAREADVISORS.COM
Mastering Mobile Lingo
A will is a powerful tool for distributing assets, but most people don’t have one. Is your up to date?
MARKETSQUAREADVISORS.COM
Will Power
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
MARKETSQUAREADVISORS.COM
Value vs. Growth Investing
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
Developing a retirement strategy? It's critical to know the differences between investment types.
MARKETSQUAREADVISORS.COM
Traditional vs. Roth IRA
Thinking of volunteering in retirement? Some considerations. #Volunteering
MARKETSQUAREADVISORS.COM
Volunteering in Retirement
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
MARKETSQUAREADVISORS.COM
Mastering Mobile Lingo
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
MARKETSQUAREADVISORS.COM
Breaking Down the Parts 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
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
MARKETSQUAREADVISORS.COM
Ways to Supplement Your Medicare Coverage
Three steps may make a difference if you find yourself suddenly single.
MARKETSQUAREADVISORS.COM
Suddenly Single: 3 Steps to Take Now
Ben Franklin used compound interest to make big contributions to his two favorite cities.
MARKETSQUAREADVISORS.COM
The Power of Compound Interest
Developing a retirement strategy? It's critical to know the differences between investment types.
MARKETSQUAREADVISORS.COM
Traditional vs. Roth IRA
Concerned about identity theft? Some things to leave at home. #IdentityTheft
MARKETSQUAREADVISORS.COM
Please Leave Home Without It
Have a strategy for discussing healthcare with your parents. #AgingParents
MARKETSQUAREADVISORS.COM
Caring for Aging Parents
For a small business, the loss of a key person could cause financial hardship.
MARKETSQUAREADVISORS.COM
Protecting Your Business from the Loss of a Key Person
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
MARKETSQUAREADVISORS.COM
Breaking Down the Parts of Medicare
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
MARKETSQUAREADVISORS.COM
Monthly Market Insights | January 2021
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
MARKETSQUAREADVISORS.COM
Ways to Supplement Your Medicare Coverage
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
MARKETSQUAREADVISORS.COM
Certain Uncertainties in Retirement
You’re the conductor of your 401k, IRA and taxable savings.
MARKETSQUAREADVISORS.COM
Orchestrating Your Retirement Accounts
Concerned about identity theft? Some things to leave at home. #IdentityTheft
MARKETSQUAREADVISORS.COM
Please Leave Home Without It
Have a strategy for discussing healthcare with your parents. #AgingParents
MARKETSQUAREADVISORS.COM
Caring for Aging Parents
For a small business, the loss of a key person could cause financial hardship.
MARKETSQUAREADVISORS.COM
Protecting Your Business from the Loss of a Key Person
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
MARKETSQUAREADVISORS.COM
Breaking Down the Parts of Medicare
Long-term care: three words many people hope they'll never need.
MARKETSQUAREADVISORS.COM
Understanding Long-Term Care
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
MARKETSQUAREADVISORS.COM
Social Security: By the Numbers
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
MARKETSQUAREADVISORS.COM
Understanding Homeowner’s Insurance
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
MARKETSQUAREADVISORS.COM
Certain Uncertainties in Retirement
You’re the conductor of your 401k, IRA and taxable savings.
MARKETSQUAREADVISORS.COM
Orchestrating Your Retirement Accounts
Concerned about identity theft? Some things to leave at home. #IdentityTheft
MARKETSQUAREADVISORS.COM
Please Leave Home Without It
Working in Retirement: New trend or same old story?
MARKETSQUAREADVISORS.COM
Where Will Your Retirement Money Come From?
Investors should understand the ways in which financial professionals are compensated for the services they provide.
MARKETSQUAREADVISORS.COM
How Financial Professionals Are Compensated
Long-term care: three words many people hope they'll never need.
MARKETSQUAREADVISORS.COM
Understanding Long-Term Care
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
MARKETSQUAREADVISORS.COM
Social Security: By the Numbers
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
MARKETSQUAREADVISORS.COM
Understanding Homeowner’s Insurance
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
MARKETSQUAREADVISORS.COM
Certain Uncertainties in Retirement
$100 not spent is more like $143. Intrigued? #taxes #saving
MARKETSQUAREADVISORS.COM
Stop Wasting Money
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:
MARKETSQUAREADVISORS.COM
The Basics of Medicare
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
MARKETSQUAREADVISORS.COM
Monthly Market Insights | February 2021
How do you find care for your special-needs child?
MARKETSQUAREADVISORS.COM
Tips for Finding Care for Your Disabled Child
Working in Retirement: New trend or same old story?
MARKETSQUAREADVISORS.COM
Where Will Your Retirement Money Come From?
Investors should understand the ways in which financial professionals are compensated for the services they provide.
MARKETSQUAREADVISORS.COM
How Financial Professionals Are Compensated
Second homes have unique risks and insuring them is different than a primary home.
MARKETSQUAREADVISORS.COM
Insuring Your Second Home
There are four basic steps to calculating the value of an estate.
MARKETSQUAREADVISORS.COM
Four Steps to Valuing an Estate
$100 not spent is more like $143. Intrigued? #taxes #saving
MARKETSQUAREADVISORS.COM
Stop Wasting Money
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:
MARKETSQUAREADVISORS.COM
The Basics of Medicare
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
MARKETSQUAREADVISORS.COM
Monthly Market Insights | February 2021
How do you find care for your special-needs child?
MARKETSQUAREADVISORS.COM
Tips for Finding Care for Your Disabled Child
Does it make more sense to push back #retirement, or not to retire at all?
MARKETSQUAREADVISORS.COM
Should You Ever Retire?
Considering alternative investments? It’s critical to sort through the complexity. #video
MARKETSQUAREADVISORS.COM
Alternative Investments - Going Mainstream
Take an inside look into Simplified Employee Pension plans.
MARKETSQUAREADVISORS.COM
Is a SEP-IRA Right for Your Business?
Second homes have unique risks and insuring them is different than a primary home.
MARKETSQUAREADVISORS.COM
Insuring Your Second Home
There are four basic steps to calculating the value of an estate.
MARKETSQUAREADVISORS.COM
Four Steps to Valuing an Estate
$100 not spent is more like $143. Intrigued? #taxes #saving
MARKETSQUAREADVISORS.COM
Stop Wasting Money
In many areas, home prices remain low. What considerations should you keep in mind?
MARKETSQUAREADVISORS.COM
To Buy or Not to Buy
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
MARKETSQUAREADVISORS.COM
Encore Careers: Push Your Boundaries
Does it make more sense to push back #retirement, or not to retire at all?
MARKETSQUAREADVISORS.COM
Should You Ever Retire?
Considering alternative investments? It’s critical to sort through the complexity. #video
MARKETSQUAREADVISORS.COM
Alternative Investments - Going Mainstream
Take an inside look into Simplified Employee Pension plans.
MARKETSQUAREADVISORS.COM
Is a SEP-IRA Right for Your Business?
Second homes have unique risks and insuring them is different than a primary home.
MARKETSQUAREADVISORS.COM
Insuring Your Second Home
Find out whether you are insurable before implementing a strategy using life insurance.
MARKETSQUAREADVISORS.COM
Universal Life Insurance
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
MARKETSQUAREADVISORS.COM
The Cycle of Investing
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
MARKETSQUAREADVISORS.COM
The ABC’s of Auto Insurance
In many areas, home prices remain low. What considerations should you keep in mind?
MARKETSQUAREADVISORS.COM
To Buy or Not to Buy
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
MARKETSQUAREADVISORS.COM
Encore Careers: Push Your Boundaries
Does it make more sense to push back #retirement, or not to retire at all?
MARKETSQUAREADVISORS.COM
Should You Ever Retire?
Do you know what your #insurance needs are, when you’re married, with children?
MARKETSQUAREADVISORS.COM
Insurance Needs Assessment: Married With Children
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
MARKETSQUAREADVISORS.COM
Ways to Supplement Your Medicare Coverage
Learn more about whether you need to pay estimated taxes.
MARKETSQUAREADVISORS.COM
You May Need to Make Estimated Tax Payments If…
How do you find care for your special-needs child?
MARKETSQUAREADVISORS.COM
Tips for Finding Care for Your Disabled Child
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
MARKETSQUAREADVISORS.COM
How to Retire Early
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
MARKETSQUAREADVISORS.COM
Monthly Market Insights | March 2021
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
MARKETSQUAREADVISORS.COM
9 Facts About Social Security
Here are a few key factors to consider when naming an executor for your estate.
MARKETSQUAREADVISORS.COM
And the Executor Is
Do you know what your #insurance needs are, when you’re married, with children?
MARKETSQUAREADVISORS.COM
Insurance Needs Assessment: Married With Children
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
MARKETSQUAREADVISORS.COM
Ways to Supplement Your Medicare Coverage
Learn more about whether you need to pay estimated taxes.
MARKETSQUAREADVISORS.COM
You May Need to Make Estimated Tax Payments If…
How do you find care for your special-needs child?
MARKETSQUAREADVISORS.COM
Tips for Finding Care for Your Disabled Child
Have a kid heading off to college? Here are a few tips.
MARKETSQUAREADVISORS.COM
A Cheat Sheet for Sending Your Kid to College
Can group and private disability policies work together? #DisabilityInsurance
MARKETSQUAREADVISORS.COM
Can Group, Private Disability Policies Work Together?
The financial risks to consider when evaluating self insurance? #Insurance
MARKETSQUAREADVISORS.COM
When to Self-Insure
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
MARKETSQUAREADVISORS.COM
9 Facts About Social Security
Here are a few key factors to consider when naming an executor for your estate.
MARKETSQUAREADVISORS.COM
And the Executor Is
Do you know what your #insurance needs are, when you’re married, with children?
MARKETSQUAREADVISORS.COM
Insurance Needs Assessment: Married With Children
