You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
MICHAELOANA.COM
When Should You Take Social Security
Wall Street has a lot of cliches. How many do you know?
#WallStreet
MICHAELOANA.COM
16 Wall Street Cliches in 60 Seconds
[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
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
MICHAELOANA.COM
What Smart Investors Know
Ever wonder about those free credit scores you get once a year? #creditscore #credit
MICHAELOANA.COM
The Lowdown on Those Free Credit Scores
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
MICHAELOANA.COM
Buying vs. Leasing a Car
When was the last time you checked your credit score? #CreditScore
MICHAELOANA.COM
How Does Your Credit Score Compare?
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
MICHAELOANA.COM
Certain Uncertainties in Retirement
The COVID-19 pandemic has taken a toll on many U.S. households. However, there are important steps you can take to regain control of your financial future. Check out the latest issue of Financial Watch: https://bit.ly/financialwatch-nov2020
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
MICHAELOANA.COM
Money that Buys Good Health is Never Ill Spent
Do your kids have the right stuff for college? #CollegePrep
MICHAELOANA.COM
Countdown to College
The average college senior graduates with credit card debt. How will your kids manage money?
MICHAELOANA.COM
Do Your Kids Know The Value of a Silver Spoon?
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
MICHAELOANA.COM
From Boats to Brokers
This Monthly Recap summarizes market performance, major events and news from November 2020. Read more here: https://bit.ly/3odtlXd
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
MICHAELOANA.COM
Jane Bond: Decoding Diversification
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
MICHAELOANA.COM
The Cycle of Investing
The latest issue of Retire Wise covers 3 tax-smart ways to help family members in need pay for college and provides helpful information to avoid phony COVID-19 contact tracer scams. Read more here: https://bit.ly/retirewise-dec20
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
MICHAELOANA.COM
Inflation & Your Money
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
MICHAELOANA.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
There are benefits and limitations when using a living trust. #LivingTrust
MICHAELOANA.COM
A Living Trust Primer
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
MICHAELOANA.COM
Rightsizing for Retirement
You’ll need to weigh several factors before retiring abroad.
MICHAELOANA.COM
Thinking of Retiring Abroad?
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
MICHAELOANA.COM
Emerging Market Opportunities
Sharpen your pencils, it's time for @ceteraIM's 2021 #Outlook! The #economy will be going off to college and won't be getting as much financial support in 2021. Read the full 2021 Market Outlook here: https://bit.ly/2KAGVpe
The latest issue of Financial Watch reviews 5 of the most important financial lessons learned this year, and actions you can take as you plan for the new year. Read more: https://bit.ly/financialwatch-dec2020
Wall Street has a lot of cliches. How many do you know?
#WallStreet
MICHAELOANA.COM
16 Wall Street Cliches in 60 Seconds
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
MICHAELOANA.COM
Social Security Benefits: How Much Will I Receive
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
MICHAELOANA.COM
The Long Run: Women and Retirement
When it comes to investing, you may be your own worst enemy.
MICHAELOANA.COM
Don’t Be Your Own Worst Enemy
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
MICHAELOANA.COM
Important Birthdays Over 50
How do you find care for your special-needs child?
MICHAELOANA.COM
Tips for Finding Care for Your Disabled Child
#Markets have had an impressive run since March 2020 lows. Rising headwinds could cause a correction. Planning ahead and being prepared is important. Check out the latest commentary from Cetera Investment Management: https://bit.ly/2MyxM1n
#economy #stockmarket #correction
How much is enough for your emergency fund?
MICHAELOANA.COM
Your Emergency Fund: How Much Is Enough?
This Quarterly Recap summarizes market performance, major events and news from Q4 2020. Read more here: https://bit.ly/355Mbs3
Tax time can be a good time to give your household budget a checkup.
MICHAELOANA.COM
Budget Check Up: Tax Time Is the Right Time
It's 2021: time to check your tax bracket! The latest issue of Retire Wise covers the 2021 tax rate schedule, standard deduction increases, and 5 ways to reduce pandemic-related stress. Read more here: http://bit.ly/retirewise-jan21
It’s possible to avoid these classic #retirement traps, with a little preparation.
MICHAELOANA.COM
Retirement Traps to Avoid
What does it actually cost to raise a child? You might be surprised.
MICHAELOANA.COM
The Half Million Dollar Baby
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz
#economy #markets #stocks #election2020
Three tips for giving smart from the heart.
MICHAELOANA.COM
Charitable Giving: Smart from the Heart
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
MICHAELOANA.COM
Rebalancing Your Portfolio
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
MICHAELOANA.COM
Money that Buys Good Health is Never Ill Spent
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
MICHAELOANA.COM
How to Read Your Credit Report
The latest issue of Financial Watch recommends 4 steps for strengthening your financial safety net in the new year. Read more: http://bit.ly/financialwatch-jan2021
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
MICHAELOANA.COM
Creative Ways to Motivate Your Employees
The latest commentary from @CeteraIM discusses the recent market volatility due to increased speculative trading by retail investors. Click here to ready more: https://bit.ly/2NNgkH4
#valatility #markets #stocks
Considering alternative investments? It’s critical to sort through the complexity. #video
MICHAELOANA.COM
Alternative Investments - Going Mainstream
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
MICHAELOANA.COM
The Junk Drawer Approach to Investing
The latest commentary from @CeteraIM discusses the first FOMC meeting of 2021. Expect a discussion around #economy, fiscal #stimulus, and monetary policy. Click here to read more: https://bit.ly/2Yb7Qve
#Fed #markets #stocks
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
MICHAELOANA.COM
Social Security Benefits: How Much Will I Receive
Do you have a will? Is it updated?
MICHAELOANA.COM
When Do You Need a Will?
Never get stuck with the check again after watching this.
MICHAELOANA.COM
No Cash, No Checks, No Problem
This Monthly Recap summarizes market performance, major events and news from January 2021. Read more here: https://bit.ly/3cu7A2H
Three important questions to consider before you start taking #SocialSecurity.
MICHAELOANA.COM
Three Key Questions to Answer Before Taking Social Security
Have you heard these three common misconceptions about #SocialSecurity?
MICHAELOANA.COM
Don't Buy The Hype
RMDs are back. What's your strategy? Read more here: http://bit.ly/retirewise-feb21
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
MICHAELOANA.COM
Retirement Realities
Do you have a will? Is it updated?
MICHAELOANA.COM
When Do You Need a Will?
Never get stuck with the check again after watching this.
MICHAELOANA.COM
No Cash, No Checks, No Problem
This Monthly Recap summarizes market performance, major events and news from January 2021. Read more here: https://bit.ly/3cu7A2H
Attention Estate Executors: Do you know about the Alternate Valuation Date?
MICHAELOANA.COM
Understanding the Alternate Valuation Date
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
MICHAELOANA.COM
Choosing a Business Structure
Have you heard these three common misconceptions about #SocialSecurity?
MICHAELOANA.COM
Don't Buy The Hype
RMDs are back. What's your strategy? Read more here: http://bit.ly/retirewise-feb21
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
MICHAELOANA.COM
Retirement Realities
Do you have a will? Is it updated?
MICHAELOANA.COM
When Do You Need a Will?
The savings rate is the government’s estimate of how much U.S. households are saving.
MICHAELOANA.COM
U.S. Personal Savings Rate
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
MICHAELOANA.COM
Healthy Body, Healthy Pocketbook
Is the economy primed for a recovery? Find out in the latest commentary from @CeteraIM. Read more: https://bit.ly/3qDFUfY
You need to know 8 things before you file your 2020 tax return. Read more: http://bit.ly/financialwatch-feb21
The sooner you begin investing, the longer your money can work for you.
MICHAELOANA.COM
The Cost of Procrastination
Attention Estate Executors: Do you know about the Alternate Valuation Date?
MICHAELOANA.COM
Understanding the Alternate Valuation Date
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
MICHAELOANA.COM
The Junk Drawer Approach to Investing
Are you ready for school—again?
MICHAELOANA.COM
Estimating the Cost of College
Check out the latest commentary from @CeteraIM which discusses the reasons for the most recent technology stock selloff: https://bit.ly/3dNCHH4
#economy #markets #stocks #techstocks
The savings rate is the government’s estimate of how much U.S. households are saving.
MICHAELOANA.COM
U.S. Personal Savings Rate
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
MICHAELOANA.COM
Healthy Body, Healthy Pocketbook
Is the economy primed for a recovery? Find out in the latest commentary from @CeteraIM. Read more: https://bit.ly/3qDFUfY
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
MICHAELOANA.COM
Jane Bond: Scaling the Ladder
This Monthly Recap summarizes market performance, major events and news from February 2021. Read more here: https://bit.ly/3bTglkT
It’s possible to avoid these classic #retirement traps, with a little preparation.
MICHAELOANA.COM
Retirement Traps to Avoid
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
MICHAELOANA.COM
The Junk Drawer Approach to Investing
Are you ready for school—again?
MICHAELOANA.COM
Estimating the Cost of College
Check out the latest commentary from @CeteraIM which discusses the reasons for the most recent technology stock selloff: https://bit.ly/3dNCHH4
#economy #markets #stocks #techstocks
Lifestyle inflation can be the enemy of wealth building.
MICHAELOANA.COM
Keeping Up with the Joneses
What if you haven't saved enough? Check out 3 ways to boost cash reserves in retirement. Read more here: http://bit.ly/retirewise-mar21
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
MICHAELOANA.COM
A Fruitful Retirement: Social Security Benefit
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
MICHAELOANA.COM
Jane Bond: Scaling the Ladder
This Monthly Recap summarizes market performance, major events and news from February 2021. Read more here: https://bit.ly/3bTglkT
It’s possible to avoid these classic #retirement traps, with a little preparation.
MICHAELOANA.COM
Retirement Traps to Avoid
You’re invited to an exclusive conversation with former Federal Reserve Chair Dr. Ben S. Bernanke, who helped guide the U.S. economy out of its worst recession of the century. His insights on how the economy can emerge and grow through times of adversity couldn’t come at a better time.
You’ll hear what’s really happening at the Fed and why it matters.
DATE: March 18, 2021
TIME: 1:39 p.m.
Click the link below to register:
https://www.michaeloana.com/events/in-the-room-with-dr-ben-bernanke-1
MICHAELOANA.COM
In the Room with Dr. Ben Bernanke
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
MICHAELOANA.COM
What’s Your Investment IQ?
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
MICHAELOANA.COM
When Markets React
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
MICHAELOANA.COM
Weighing the Benefits of Prepaid Debit Cards
Lifestyle inflation can be the enemy of wealth building.
MICHAELOANA.COM
Keeping Up with the Joneses
What if you haven't saved enough? Check out 3 ways to boost cash reserves in retirement. Read more here: http://bit.ly/retirewise-mar21
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
MICHAELOANA.COM
Avoiding Cognitive Decline
More #stimulus checks as economies reopen could provide a tailwind for the Q2 #economy. But does #inflation loom? Read more from @ceteraIM's #Outlook here: https://bit.ly/3tHTVKS
#Bonds #Stocks
Does it make more sense to push back #retirement, or not to retire at all?
MICHAELOANA.COM
Should You Ever Retire?
We had a great talk with Dr. Ben Bernanke, former chair of the Federal Reserve, yesterday!
He covered the current state of the economy and where he sees the economy moving forward.
His favorite sport is baseball and he got his start waiting tables at the infamous South of the Border.
If you would like a copy of the webinar, please let me know.
How will you avoid these 5 common retirement planning pitfalls? Read more: http://bit.ly/financialwatch-mar21
You’re invited to an exclusive conversation with former Federal Reserve Chair Dr. Ben S. Bernanke, who helped guide the U.S. economy out of its worst recession of the century. His insights on how the economy can emerge and grow through times of adversity couldn’t come at a better time.
You’ll hear what’s really happening at the Fed and why it matters.
DATE: March 18, 2021
TIME: 1:39 p.m.
Click the link below to register:
https://www.michaeloana.com/events/in-the-room-with-dr-ben-bernanke-1
MICHAELOANA.COM
In the Room with Dr. Ben Bernanke
