Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
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
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
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.
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Do You Owe The AMT?
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
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
How much do you know about stocks?
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How Stocks Work
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
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
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Eating away at your dollar: over time, inflation can erode purchasing power. Are you concerned?
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Inflation & Your Money
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?
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
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Protecting Your Home Against Flood Loss
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
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?
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
There are ways to protect your business in the event of your death or the death of a partner.
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Insuring Your Business With a Buy/Sell Agreement
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
Do you know what your #insurance needs are, when you’re married, with children?
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Insurance Needs Assessment: Married With Children
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
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
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
When was the last time you updated your will?
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Will Power
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
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?
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
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The Three Keys to a Great Password
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
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
How many credit cards do you have?
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Spotting Credit Trouble
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
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
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
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
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
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
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
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
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
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
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
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:
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Replacing Your Medicare Card
When was the last time you paid yourself first?
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Pay Yourself First
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:
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Medicare Advantage Plans (Medicare Part C)
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
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
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Social Security benefits have been subject to federal income taxes since 1983. Know the rules.
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9 Facts About Social Security
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:
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Medicare Advantage Plans (Medicare Part C)
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:
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Ways to Supplement Your Medicare Coverage
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
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?
Social Security benefits have been subject to federal income taxes since 1983. Know the rules.
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9 Facts About Social Security
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
How will Social Security affect your retirement plan? Here is some information that may surprise you.
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Social Security: By the Numbers
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
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:
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Ways to Supplement Your Medicare Coverage
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
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
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Understanding the Basics of Medigap Policies
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
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
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
Enlarge your perspective: understand the economic cycle and how it affects your investments.
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The Business Cycle
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
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
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Understanding the Basics of Medigap Policies
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
Enlarge your perspective: understand the economic cycle and how it affects your investments.
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The Business Cycle
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
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
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
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
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
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
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
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 do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
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
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
If you don’t have an #estatestrategy, here’s some reasons why you should.
LIBRARY-MESSAGES.COM
Why Everyone Needs an Estate Strategy
As complex as the details of taxes can be, the income tax process is fairly straightforward.
LIBRARY-MESSAGES.COM
How Income Taxes Work
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
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
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
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
