The tax rules that govern donating art are complex and confusing. #taxes #art
MASUSFINANCIAL.COM
Donating Art: Taxation Abstraction
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
MASUSFINANCIAL.COM
Important Birthdays Over 50
Start them young to be smart with their money!
https://time.com/nextadvisor/banking/savings/savings-account-for-kids/
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
What if Biden wins? LPL has some thoughts...
YOUTUBE.COM
LPL Market Signals - What May Happen if Biden Wins?
What if Trump wins? LPL has some thoughts...
YOUTUBE.COM
LPL Market Signals - What Happens If Trump Wins?
LPLRESEARCH.COM
5 Charts To See With Stocks At New Highs
Investors should understand the ways in which financial professionals are compensated for the services they provide.
MASUSFINANCIAL.COM
How Financial Professionals Are Compensated
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.
MASUSFINANCIAL.COM
Estate Management 101
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
MASUSFINANCIAL.COM
Monthly Market Insights | October 2020
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
MASUSFINANCIAL.COM
Rebalancing Your Portfolio
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
MASUSFINANCIAL.COM
An Overview of Renter’s Insurance
When the rules of the game change, tactics should follow in response to the new landscape.
MASUSFINANCIAL.COM
Revising Estate Strategy Assumptions
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
MASUSFINANCIAL.COM
Jane Bond: Decoding Diversification
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
MASUSFINANCIAL.COM
Tax Deductions You Won't Believe
You’re the conductor of your 401k, IRA and taxable savings.
MASUSFINANCIAL.COM
Orchestrating Your Retirement Accounts
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
MASUSFINANCIAL.COM
Retirement Redefined
When was the last time you updated your will?
MASUSFINANCIAL.COM
Will Power
Could you find acres of diamonds in your own backyard? Watch this video.
MASUSFINANCIAL.COM
Acres of Diamonds
Did you know that women control 51% of all personal wealth in the United States?
MASUSFINANCIAL.COM
Women on the Rise
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
MASUSFINANCIAL.COM
The Other Sure Thing
Find out whether you are insurable before implementing a strategy using life insurance.
MASUSFINANCIAL.COM
Universal Life Insurance
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
MASUSFINANCIAL.COM
The Value of Insuring Against Life’s Risks
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
MASUSFINANCIAL.COM
Password Protection Strategies
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.
MASUSFINANCIAL.COM
Monthly Market Insights | November 2020
There are four basic steps to calculating the value of an estate.
MASUSFINANCIAL.COM
Four Steps to Valuing an Estate
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
MASUSFINANCIAL.COM
Estate Management Checklist
Learn more about whether you need to pay estimated taxes.
MASUSFINANCIAL.COM
You May Need to Make Estimated Tax Payments If…
Buying a home may be your largest financial commitment. Which loan is best for your situation?
MASUSFINANCIAL.COM
Fixed or Variable Mortgage, Which Should You Pick?
Do you know how long it may take for your investments to double in value?
MASUSFINANCIAL.COM
The Rule of 72
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
MASUSFINANCIAL.COM
How to Appeal Your Property Taxes
Do global and international mutual funds complement or conflict with each other?
MASUSFINANCIAL.COM
Global vs. International: What’s The Difference?
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
MASUSFINANCIAL.COM
Monthly Market Insights | December 2020
What did it take to become the richest man in Babylon?
MASUSFINANCIAL.COM
The Richest Man in Babylon
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
MASUSFINANCIAL.COM
When Heirs are Imperfect
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
MASUSFINANCIAL.COM
9 Facts About Social Security
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
MASUSFINANCIAL.COM
Avoiding Cognitive Decline
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
MASUSFINANCIAL.COM
The Other Sure Thing
The tax rules that govern donating art are complex and confusing. #taxes #art
MASUSFINANCIAL.COM
Donating Art: Taxation Abstraction
Business owners should consider a succession plan sooner rather than later.
MASUSFINANCIAL.COM
Succeeding at Business Succession
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
MASUSFINANCIAL.COM
Life and Death of a Twenty Dollar Bill
Here are 4 unexpected locations that make great places to #raise your #family.
MASUSFINANCIAL.COM
Four Great, Unexpected Places to Raise a Family
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
MASUSFINANCIAL.COM
Mastering Mobile Lingo
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.
MASUSFINANCIAL.COM
Do You Owe The AMT?
$100 not spent is more like $143. Intrigued? #taxes #saving
MASUSFINANCIAL.COM
Stop Wasting Money
Three tips for giving smart from the heart.
MASUSFINANCIAL.COM
Charitable Giving: Smart from the Heart
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
MASUSFINANCIAL.COM
Investments
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
MASUSFINANCIAL.COM
The Most Overlooked Item of Any Home Improvement
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
MASUSFINANCIAL.COM
Monthly Market Insights | January 2021
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
MASUSFINANCIAL.COM
TIPS for Inflation
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
MASUSFINANCIAL.COM
Jane Bond: Decoding Diversification
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
MASUSFINANCIAL.COM
Are Alternative Investments Right for You?
When was the last time you updated your will?
MASUSFINANCIAL.COM
Will Power
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
MASUSFINANCIAL.COM
Tax Rules When Selling Your Home
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
MASUSFINANCIAL.COM
Are Alternative Investments Right for You?
Does it make more sense to push back #retirement, or not to retire at all?
MASUSFINANCIAL.COM
Should You Ever Retire?
Generate income and rebuild principal. A powerful one-two punch.
MASUSFINANCIAL.COM
Split Annuity Strategy
When considering a record keeping system for your business, you need to ask yourself some very important questions
MASUSFINANCIAL.COM
Keeping Good Records is Good Business
When was the last time you updated your will?
MASUSFINANCIAL.COM
Will Power
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
MASUSFINANCIAL.COM
Tax Rules When Selling Your Home
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
MASUSFINANCIAL.COM
How the Federal Reserve Works
Are you ready for school—again?
MASUSFINANCIAL.COM
Estimating the Cost of College
Does it make more sense to push back #retirement, or not to retire at all?
MASUSFINANCIAL.COM
Should You Ever Retire?
Generate income and rebuild principal. A powerful one-two punch.
MASUSFINANCIAL.COM
Split Annuity Strategy
When considering a record keeping system for your business, you need to ask yourself some very important questions
MASUSFINANCIAL.COM
Keeping Good Records is Good Business
When was the last time you updated your will?
MASUSFINANCIAL.COM
Will Power
How literate are you when it comes to your finances? Brush up with these five basics.
MASUSFINANCIAL.COM
The Five Basics of Financial Literacy
With increasing wealth comes unique financial challenges.
MASUSFINANCIAL.COM
Investment Challenges of the Affluent Investor
Learn more about whether you need to pay estimated taxes.
MASUSFINANCIAL.COM
You May Need to Make Estimated Tax Payments If…
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
MASUSFINANCIAL.COM
How the Federal Reserve Works
Are you ready for school—again?
MASUSFINANCIAL.COM
Estimating the Cost of College
Does it make more sense to push back #retirement, or not to retire at all?
MASUSFINANCIAL.COM
Should You Ever Retire?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
MASUSFINANCIAL.COM
Monthly Market Insights | February 2021
What should you look for in a personal finance app?
MASUSFINANCIAL.COM
What to Look for in Personal Finance Apps
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
MASUSFINANCIAL.COM
Social Security: Maximizing Benefits
How literate are you when it comes to your finances? Brush up with these five basics.
MASUSFINANCIAL.COM
The Five Basics of Financial Literacy
With increasing wealth comes unique financial challenges.
MASUSFINANCIAL.COM
Investment Challenges of the Affluent Investor
Learn more about whether you need to pay estimated taxes.
MASUSFINANCIAL.COM
You May Need to Make Estimated Tax Payments If…
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
MASUSFINANCIAL.COM
Building Your Legacy
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
MASUSFINANCIAL.COM
Value vs. Growth Investing
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
MASUSFINANCIAL.COM
The Economic Journey of Your Morning Coffee
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
MASUSFINANCIAL.COM
Monthly Market Insights | February 2021
What should you look for in a personal finance app?
MASUSFINANCIAL.COM
What to Look for in Personal Finance Apps
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
MASUSFINANCIAL.COM
Social Security: Maximizing Benefits
Can group and private disability policies work together? #DisabilityInsurance
MASUSFINANCIAL.COM
Can Group, Private Disability Policies Work Together?
Being healthy may help your personal finances.
MASUSFINANCIAL.COM
Putting a Price Tag On Your Health
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
MASUSFINANCIAL.COM
Building Your Legacy
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
MASUSFINANCIAL.COM
Value vs. Growth Investing
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
MASUSFINANCIAL.COM
The Economic Journey of Your Morning Coffee
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
MASUSFINANCIAL.COM
Monthly Market Insights | February 2021
College, kids and costs.
MASUSFINANCIAL.COM
Getting a Head Start on College Savings
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
MASUSFINANCIAL.COM
A Home Insurance Claim: To File Or Not To File
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
MASUSFINANCIAL.COM
Understanding the SECURE Act
Can group and private disability policies work together? #DisabilityInsurance
MASUSFINANCIAL.COM
Can Group, Private Disability Policies Work Together?
Being healthy may help your personal finances.
MASUSFINANCIAL.COM
Putting a Price Tag On Your Health
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
MASUSFINANCIAL.COM
Building Your Legacy
Consider a bucket plan to go with your bucket list.
MASUSFINANCIAL.COM
A Bucket Plan to Go with Your Bucket List
College, kids and costs.
MASUSFINANCIAL.COM
Getting a Head Start on College Savings
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
MASUSFINANCIAL.COM
A Home Insurance Claim: To File Or Not To File
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
MASUSFINANCIAL.COM
Understanding the SECURE Act
Can group and private disability policies work together? #DisabilityInsurance
MASUSFINANCIAL.COM
Can Group, Private Disability Policies Work Together?
Being healthy may help your personal finances.
MASUSFINANCIAL.COM
Putting a Price Tag On Your Health
Considering alternative investments? It’s critical to sort through the complexity. #video
MASUSFINANCIAL.COM
Alternative Investments - Going Mainstream
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
MASUSFINANCIAL.COM
Monthly Market Insights | March 2021
Do you have a will? Is it updated?
MASUSFINANCIAL.COM
When Do You Need a Will?
Three tips for giving smart from the heart.
MASUSFINANCIAL.COM
Charitable Giving: Smart from the Heart
Consider a bucket plan to go with your bucket list.
MASUSFINANCIAL.COM
A Bucket Plan to Go with Your Bucket List
College, kids and costs.
MASUSFINANCIAL.COM
Getting a Head Start on College Savings
If you died, what would happen to your email archives, social
profiles, and online accounts?
MASUSFINANCIAL.COM
Safeguard Your Digital Estate
Protect yourself from identity theft. #IdentityTheft
MASUSFINANCIAL.COM
To Catch a Thief
Considering alternative investments? It’s critical to sort through the complexity. #video
MASUSFINANCIAL.COM
Alternative Investments - Going Mainstream
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
MASUSFINANCIAL.COM
Monthly Market Insights | March 2021
Do you have a will? Is it updated?
MASUSFINANCIAL.COM
When Do You Need a Will?
Three tips for giving smart from the heart.
MASUSFINANCIAL.COM
Charitable Giving: Smart from the Heart
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
MASUSFINANCIAL.COM
The A, B, C, & D of Medicare
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
MASUSFINANCIAL.COM
Planning for the Expected
Tax time can be a good time to give your household budget a checkup.
MASUSFINANCIAL.COM
Budget Check Up: Tax Time Is the Right Time
If you died, what would happen to your email archives, social
profiles, and online accounts?
MASUSFINANCIAL.COM
Safeguard Your Digital Estate
Protect yourself from identity theft. #IdentityTheft
MASUSFINANCIAL.COM
To Catch a Thief
Considering alternative investments? It’s critical to sort through the complexity. #video
MASUSFINANCIAL.COM
Alternative Investments - Going Mainstream
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
MASUSFINANCIAL.COM
A Taxing Story: Capital Gains and Losses
There are many factors to consider before tapping retirement money to pay for college.
MASUSFINANCIAL.COM
Should You Tap Retirement Savings to Fund College?
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
MASUSFINANCIAL.COM
The A, B, C, & D of Medicare
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
MASUSFINANCIAL.COM
Planning for the Expected
Tax time can be a good time to give your household budget a checkup.
MASUSFINANCIAL.COM
Budget Check Up: Tax Time Is the Right Time
If you died, what would happen to your email archives, social
profiles, and online accounts?
MASUSFINANCIAL.COM
Safeguard Your Digital Estate
