Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
These are some things to consider if you are thinking about buying gold.
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
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
https://www.scientificamerican.com/article/brain-scientists-tap-secrets-of-staying-healthy-while-aging/
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
Where do you get your Financial Advice?
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
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
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
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
Have you imagined what your retirement life will be like?
We enjoyed participating as panelists today in the Atria firmwide webcast to share best practices for engaging clients and growing business in the new work environment. Thank you for the opportunity!
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
It should come as no surprise that the economy is the most crucial issue in the upcoming election.But here's something that may surprise you. More than 90% of investors say they plan to change their portfolio in the 12 months...
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Election 2020: Be Confident. Be Bold. Be Patient
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
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
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
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
[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
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
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?
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
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
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
The average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
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Breaking Down the Parts of Medicare
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
2020 was a rough road. 2021 is a crossroad. What will you do?
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
That big list of dreams and goals isn't the only way to look at your bucket list.
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A New Way to Look at Your Bucket List
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
2020 was a rough road. 2021 is a crossroad. What will you do?
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
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
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
That big list of dreams and goals isn't the only way to look at your bucket list.
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A New Way to Look at Your Bucket List
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
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
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
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
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
Congratulations to Dr. Mary Manix for being selected as an expert panelist to participate in “The Hidden Pandemic” discussion this Friday to address the impact of the pandemic on our mental health! This event is OPEN TO THE PUBLIC and you can register here for a Zoom link to watch it live: https://us02web.zoom.us/meeting/register/tZcuc-CopzwqEtF6rtGofroQIsSXMYmZt6P_%20
US02WEB.ZOOM.US
Welcome! You are invited to join a meeting: Friday Night Forum - The Hidden Pandemic: Destigmatizing Mental Health. After registering, you will receive a confirmation email about joining the meeting.
Markets drifted lower last week as uninspired investors digested mixed news on the economic front.The Dow Jones Industrial Average lost 0.91% while the Standard & Poor’s 500 slid 1.48%. The Nasdaq Composite index stumbled 1...
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Weekly Market Insights: Mixed Reaction from Markets
Timely Tips for Preparing Your 2020 Tax Returns
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
Some simple, inexpensive energy-saving tips that may help you save money.
MAPTHERIGHTPATH.COM
A Penny Saved is Two Pennies Earned
Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way.The Dow Jones Industrial Average gained 0.59%, while the Standard &...
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Weekly Market Insights: Optimism Stimulates Markets
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
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
MAPTHERIGHTPATH.COM
Mutual Funds vs. ETFs
Congratulations to Dr. Mary Manix for being selected as an expert panelist to participate in “The Hidden Pandemic” discussion this Friday to address the impact of the pandemic on our mental health! This event is OPEN TO THE PUBLIC and you can register here for a Zoom link to watch it live: https://us02web.zoom.us/meeting/register/tZcuc-CopzwqEtF6rtGofroQIsSXMYmZt6P_%20
US02WEB.ZOOM.US
Welcome! You are invited to join a meeting: Friday Night Forum - The Hidden Pandemic: Destigmatizing Mental Health. After registering, you will receive a confirmation email about joining the meeting.
Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies.The Dow Jones Industrial Average lost 3.27%, while the Standard &...
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Weekly Market Insights: Unexpected Trading Rattles Market
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
https://www.cancer.org/healthy/eat-healthy-get-active/eat-healthy/shopping-list-basic-ingredients-for-a-healthy-kitchen.html
Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The...
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Weekly Market Insights: Markets Go Back to Basics
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
MAPTHERIGHTPATH.COM
Errors and Omissions Insurance
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
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
https://www.cancer.org/healthy/eat-healthy-get-active/eat-healthy/shopping-list-basic-ingredients-for-a-healthy-kitchen.html
Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The...
MAPTHERIGHTPATH.COM
Weekly Market Insights: Markets Go Back to Basics
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
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Insurance Needs Assessment: When You're Young and Single
Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....
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Weekly Market Insights: Fed Chair Says No Change For Now
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
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
Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading.The Dow Jones Industrial Average gained 0.11% for the week. But...
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Weekly Market Insights: Rising Inflation Concerns
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
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Insurance Needs Assessment: When You're Young and Single
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
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
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
MAPTHERIGHTPATH.COM
Coaches
Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally.The Dow Jones Industrial Average gained 1.82%, while the Standard &...
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Weekly Market Insights: Stocks React Sharply to Bonds, Inflation
69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:
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How to Conquer the World - 5 Financial Strategies for Savvy Single Women
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
How are your tax dollars spent?
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What Do Your Taxes Pay For?
Stocks touched new record highs last week as bond yields steadied, a fiscal relief bill was signed into law, and confidence in a strong economic recovery grew.The Dow Jones Industrial Average gained 4.07%, while the Standard &...
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Weekly Market Insights: Economy Reacts to COVID-19 Stimulus
Practical Advice for your Required Minimum Distribution
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
MAPTHERIGHTPATH.COM
Tax Deductions You Won't Believe
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
What does cooking your favorite recipe have to do with the Tax Code?
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Stocks touched new record highs last week as bond yields steadied, a fiscal relief bill was signed into law, and confidence in a strong economic recovery grew.The Dow Jones Industrial Average gained 4.07%, while the Standard &...
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Weekly Market Insights: Economy Reacts to COVID-19 Stimulus
