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
As Life Insurance Awareness Month wraps up, check out this useful infographic to learn more about your whole financial perspective.
#LifeInsuranceAwarenessMonth #LIAM2020 #LifeInsurance #LivingConfidently
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An Important Piece of Your Whole Financial Perspective - livingconfidently.com
Starting a small business? First, take care of the basics. 5 essential steps to help position your new business for success.
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The 12 Steps to Living Confidently: The Small Business Dream
Health care costs today can be high. Life insurance can provide one less thing to worry about when it comes to protecting your family.
#LifeInsuranceAwarenessMonth #LIAM2020 #LifeInsurance #LivingConfidently
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
Let’s start getting your financial priorities and attitudes in sync with model behaviors.
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You Are Not Alone it Just Feels That Way
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk. Here are the three documents everyone needs.
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The 12 Steps to Living Confidently: Legacy and Estate
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?
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?
Deciding when and how to sell their business is one of the most consequential decisions small business owners make. Join Michael Geeraerts of Guardian's Business Resource Center and Andrew Hirschler from Pershing on Wednesday, October 14, at 12pm as they discuss the importance of having an effective business succession plan in place. They will discuss:
• The importance of having a business succession plan
• The importance of knowing the value of your business
• Why a buy-sell agreement is a necessity, and what to look for in your current agreement
• Funding for a buyout
Register now: https://bit.ly/3cPgpCo
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Charting the Course: Succession planning for your business' next chapter - event.on24.com
Find the right asset balance with Whole Life Insurance. Learn how you can create a balance between growth and stability with whole life insurance.
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Whole Life Insurance Can Be an Asset For Balance
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Here are the official tax numbers for 2019.
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Infographic: 2019 Taxes by the Numbers
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
There's certainly an opportunity to use with current estate and gifting laws. Regardless of the election outcome, these record high exemptions sunset at the end of 2025. You may have 2 months. You may have 4 years. But the high estate tax exemptions won't last forever.
And, it is possible to plan in a way that minimizes the estate tax bite without losing control of assets or income from assets. So in this article when they say: "it is a lot of money to give away," I'm inclined to believe that the advisors may not be familiar with the "A" level estate planning strategies our clients use.
So, if you or one of your clients feels like they have to lose their money in life to avoid taxes at death, we need to talk.
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Fearing Biden tax hikes, wealthy Americans rush to change estate plans — Reuters
The whole story of dividends
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Infographic: The Whole Story of Dividends
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
How does your family (money) tree grow?
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Your Financial Family Tree
The 12 Steps to Living Confidently: How to Cut Your Expenses
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The 12 Steps to Living Confidently: How to Cut Your Expenses
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29 Psychological Tricks To Make You Buy More
It’s that time again. The new year. A clean slate. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead.
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The 12 Steps to Living Confidently: Define Your Life Goals
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?
Curious about how the election will impact your business or estate plan?
Join for a Q&A with one of the nation's top estate planning attorneys to learn more!
https://zoom.us/webinar/register/8516021914565/WN_v8ByO3uATeWTOBKTa4qGpQ
#businessowners #estateplanning #election2020 #biden #trump #exitplanning #successionplaning #estatetaxes #businessadvisor #financialadvisor #financialplanning
Help plan for any unexpected life changes by safeguarding your income, your loved ones and your lifestyle.
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When the Unexpected Becomes Reality
What do baseball, business, and financial planning have in common?
Start winning by not losing. It sounds simple, but the key to success is to minimize unforced errors and exposure to risks that will set you back.
#businessowner #exitplanning #businessadvisor #financialplanning #successionplanning #financialadvisor
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World Series Walk-Off Errors
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
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Your Retirement Reality
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.
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Ways to Turn Spending into Savings
Biden or Trump? Is your estate plan ready for the election? Join Marvin Blum, Jay Bartley, and me on 11/5 to find out. https://e.gv6.co/aVHAOa
What can the rest of us learn from millennials’ desire to embrace all of life in the moment?
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Learn, Earn and Retire at Any Age
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IRS Releases 2021 Benefit Plan Limits and Thresholds
Starting a small business? First, take care of the basics. 5 essential steps to help position your new business for success.
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The 12 Steps to Living Confidently: The Small Business Dream
Does your #insurance cover you if you get into an accident with an uninsured driver?
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Protection Against Uninsured Drivers
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
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Planning for the Expected
Only 23% of millennials say they understand term life insurance. Did you know that parents play a more significant role in planning with this generation, than any other?
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Infographic: How to Talk to Millennials About Life Insurance
These financial strategies can get you on track even if it feels too late to plan for retirement.
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Is it Too Late to Plan for Retirement?
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Not All Disabilities Are The Same - livingconfidently.com
If you thought that payouts from life insurance are tax-free in all cases, think again.
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When Life Insurance Becomes Taxable
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Infographic: Risks at Retirement
Making minimum payments on your credit card balance just puts you deeper in debt. These tips show how to pay off your credit cards and protect your paycheck so you can live more confidently.
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Financial Fixes: Get Out of the Minimum Payment Vortex
This news makes me look forward to traveling again!
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New York-London Travel: Covid-Free Flights Now In Operation
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Why You Should—and Should Not—Max Out Your 401(k)
The only constant in life may be change, but whole life offers some protection.
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Do You Know the Whole Life Story?
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
The majority of U.S. workers retire at age 63. Do you want to leave the game earlier? Or play longer?
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Top Tips for a Retirement Tailgate
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
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
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?
Get on track to creating the retirement you want. Here are seven financial strategies to take now to help build your financial resources for retirement.
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How to Jump-Start Your Financial Strategy for Retirement
It’s human nature to want long-term financial confidence. But rather than crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.
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Financial Fixes: Beware of Market Bubbles
Thoughtful estate planning will help ensure your loved ones are resilient when you’re gone.
MENAGEDBRANSGROVE.COM
How Will You Be Remembered?
Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths that you’ll want to ignore.
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Don’t Get Trapped by These Retirement Myths
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
MENAGEDBRANSGROVE.COM
Understanding Dividends
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
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An Overview of Renter’s Insurance
When was the last time you updated your will?
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Will Power
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Identity theft is becoming more common every day. Here’s what to do if it happens to you.
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Essential Steps to Avoid and Recover From Identity Theft
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
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Gift Yourself a Debt-Free Holiday
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk. Here are the three documents everyone needs.
MENAGEDBRANSGROVE.COM
The 12 Steps to Living Confidently: Legacy and Estate
Considering alternative investments? It’s critical to sort through the complexity. #video
MENAGEDBRANSGROVE.COM
Alternative Investments - Going Mainstream
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
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An Overview of Renter’s Insurance
When was the last time you updated your will?
MENAGEDBRANSGROVE.COM
Will Power
The only constant in life may be change, but whole life offers some protection.
MENAGEDBRANSGROVE.COM
Do You Know the Whole Life Story?
When the rules of the game change, tactics should follow in response to the new landscape.
MENAGEDBRANSGROVE.COM
Revising Estate Strategy Assumptions
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.
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6 Strategies to Help You Prepare for Living on Retirement
When considering a record keeping system for your business, you need to ask yourself some very important questions
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Keeping Good Records is Good Business
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
Have you reviewed the assets and accounts making up your estate?
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Asset and Account Consolidation for Your Estate
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
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
The only constant in life may be change, but whole life offers some protection.
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Do You Know the Whole Life Story?
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
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?
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
MENAGEDBRANSGROVE.COM
Put It in a Letter
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
MENAGEDBRANSGROVE.COM
What Is a 1035 Exchange?
Losing a job is never easy, even under normal circumstances. Losing a job or needing to take extended time off of work due to mental illness, however, comes with its own unique set of pressures to navigate
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Your Financial Path Forward in the Midst of Mental Illness
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
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Prescription Drug Benefits Under Medicare (Part D)
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
Life is a road trip. Will you have enough gas? Here’s how to build a retirement plan with income for life.
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Retirement Road Trip
As complex as the details of taxes can be, the income tax process is fairly straightforward.
MENAGEDBRANSGROVE.COM
How Income Taxes Work
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
MENAGEDBRANSGROVE.COM
Understanding Dividends
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help ease parental concerns.
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Retirement Planning With Your Special Needs Child in Mind
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
Have you heard these three common misconceptions about #SocialSecurity?
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Don't Buy The Hype
#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
Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.
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The 12 Steps to Living Confidently: Smart Debt Decisions
Life is a road trip. Will you have enough gas? Here’s how to build a retirement plan with income for life.
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Retirement Road Trip
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Protection. We’re obsessed with it these days.
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The 12 Steps to Living Confidently: How to Protect Yourself
Did you know that U.S. households carry nearly $7000, in revolving credit card debt from month to month? By making only minimum payments and piling new debt on top of old, many of us start each month in the hole.
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Financial Fixes: How to Get Out of the Minimum Payment Vorte
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
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
So proud to be part of a network with such incredible colleagues. Great stuff.
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How Women Make it Happen
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
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
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
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Video: The Independence of Financial and Emotional
Protection. We’re obsessed with it these days.
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The 12 Steps to Living Confidently: How to Protect Yourself
When was the last time you updated your will?
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Will Power
Responsible money management is often a foreign concept to teens that is complicated and confusing. Yet, if they learn how to save and be financially responsible early, they can protect themselves in the future.
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Money Matters: Why it Pays to be Financially Responsible
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Do global and international mutual funds complement or conflict with each other?
MENAGEDBRANSGROVE.COM
Global vs. International: What’s The Difference?
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
MENAGEDBRANSGROVE.COM
Put It in a Letter
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
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
MENAGEDBRANSGROVE.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
When was the last time you updated your will?
MENAGEDBRANSGROVE.COM
Will Power
Thoughtful estate planning will help ensure your loved ones are resilient when you’re gone.
MENAGEDBRANSGROVE.COM
How Will You Be Remembered?
Starting a small business? First, take care of the basics. 5 essential steps to help position your new business for success.
MENAGEDBRANSGROVE.COM
The 12 Steps to Living Confidently: The Small Business Dream
Cash flow is critical to living confidently.
MENAGEDBRANSGROVE.COM
Savings and Cash Flow
Don’t let the loss of a key employee bring your business down.
MENAGEDBRANSGROVE.COM
Bulletproofing Your Business
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
MENAGEDBRANSGROVE.COM
Put It in a Letter
From paychecks to housing costs, millennials today are confronting very different financial challenges, opportunities and choices than their parents faced 30 or so years ago.
MENAGEDBRANSGROVE.COM
Not Your Parents’ Finances
From diapers to vacations to groceries, emergency trips to the doctor and more, planning for your financial future is some superhero-level stuff when it comes to family finances.
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7 Father’s Day Financial Hacks for Dads
Only 23% of millennials say they understand term life insurance. Did you know that parents play a more significant role in planning with this generation, than any other?
MENAGEDBRANSGROVE.COM
Infographic: How to Talk to Millennials About Life Insurance
Thoughtful estate planning will help ensure your loved ones are resilient when you’re gone.
MENAGEDBRANSGROVE.COM
How Will You Be Remembered?
Starting a small business? First, take care of the basics. 5 essential steps to help position your new business for success.
MENAGEDBRANSGROVE.COM
The 12 Steps to Living Confidently: The Small Business Dream
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
MENAGEDBRANSGROVE.COM
9 Facts About Social Security
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk. Here are the three documents everyone needs.
MENAGEDBRANSGROVE.COM
The 12 Steps to Living Confidently: Legacy and Estate
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
MENAGEDBRANSGROVE.COM
Tax Rules When Selling Your Home
The only constant in life may be change, but whole life offers some protection.
MENAGEDBRANSGROVE.COM
Do You Know the Whole Life Story?
How prepared are you for retirement?
MENAGEDBRANSGROVE.COM
The Pre-Retirement Checklist
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.
MENAGEDBRANSGROVE.COM
Ways to Turn Spending into Savings
Three tips for giving smart from the heart.
MENAGEDBRANSGROVE.COM
Charitable Giving: Smart from the Heart
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
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Questions to Ask About Medicare
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
MENAGEDBRANSGROVE.COM
9 Facts About Social Security
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your legacy plan.
MENAGEDBRANSGROVE.COM
Planning Your Legacy
When the rules of the game change, tactics should follow in response to the new landscape.
MENAGEDBRANSGROVE.COM
Revising Estate Strategy Assumptions
Have a strategy for discussing healthcare with your parents. #AgingParents
MENAGEDBRANSGROVE.COM
Caring for Aging Parents
Sector investing may present an opportunity — if you do your homework. #investing
MENAGEDBRANSGROVE.COM
The Utility of Sector Investing
Consider a bucket plan to go with your bucket list. #RetirementSavings
MENAGEDBRANSGROVE.COM
A Bucket Plan to Go with Your Bucket List
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
Maybe your middle schooler is already hip to saving. Many kids this age do chores and earn allowances, perhaps putting part of what they earn into a savings account for college....
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Driving Interest on Interest with the Next Generation
Don’t let the loss of a key employee bring your business down.
MENAGEDBRANSGROVE.COM
Bulletproofing Your Business
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your legacy plan.
MENAGEDBRANSGROVE.COM
Planning Your Legacy
When the rules of the game change, tactics should follow in response to the new landscape.
MENAGEDBRANSGROVE.COM
Revising Estate Strategy Assumptions
