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
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Earnings season can move markets. Find out why.
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Earnings for All Seasons
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Inventorying Your Possessions
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
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
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
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
Are you ready for school—again?
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Estimating the Cost of College
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
It was great to check out the Port of Savannah, the nation's 3rd largest port. It was good to see it very busy. Business is good!
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
There are benefits and limitations when using a living trust. #LivingTrust
A Living Trust Primer
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
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
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
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Understanding Homeowner’s Insurance
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
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
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
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
How much do you know about stocks?
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How Stocks Work
College, kids and costs.
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Getting a Head Start on College Savings
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Do you know what your #insurance needs are, when you’re married, with children?
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Insurance Needs Assessment: Married With Children
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
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
Should You Invest in Exchange Traded Funds?
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
How prepared are you for retirement?
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The Pre-Retirement Checklist
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
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
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?
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
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
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Working in Retirement: New trend or same old story?
MKTWM.COM
Where Will Your Retirement Money Come From?
Test your estate strategy knowledge with this short quiz.
MKTWM.COM
Test Your Estate Strategy Knowledge
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
Test your estate strategy knowledge with this short quiz.
MKTWM.COM
Test Your Estate Strategy Knowledge
Working in Retirement: New trend or same old story?
MKTWM.COM
Where Will Your Retirement Money Come From?
Test your estate strategy knowledge with this short quiz.
MKTWM.COM
Test Your Estate Strategy Knowledge
Working in Retirement: New trend or same old story?
MKTWM.COM
Where Will Your Retirement Money Come From?
Test your estate strategy knowledge with this short quiz.
MKTWM.COM
Test Your Estate Strategy Knowledge
Working in Retirement: New trend or same old story?
MKTWM.COM
Where Will Your Retirement Money Come From?
Test your estate strategy knowledge with this short quiz.
MKTWM.COM
Test Your Estate Strategy Knowledge
Working in Retirement: New trend or same old story?
MKTWM.COM
Where Will Your Retirement Money Come From?
Test your estate strategy knowledge with this short quiz.
MKTWM.COM
Test Your Estate Strategy Knowledge
Working in Retirement: New trend or same old story?
MKTWM.COM
Where Will Your Retirement Money Come From?
Test your estate strategy knowledge with this short quiz.
MKTWM.COM
Test Your Estate Strategy Knowledge
Working in Retirement: New trend or same old story?
MKTWM.COM
Where Will Your Retirement Money Come From?
Test your estate strategy knowledge with this short quiz.
MKTWM.COM
Test Your Estate Strategy Knowledge
Working in Retirement: New trend or same old story?
MKTWM.COM
Where Will Your Retirement Money Come From?
Test your estate strategy knowledge with this short quiz.
MKTWM.COM
Test Your Estate Strategy Knowledge
Working in Retirement: New trend or same old story?
MKTWM.COM
Where Will Your Retirement Money Come From?
Test your estate strategy knowledge with this short quiz.
MKTWM.COM
Test Your Estate Strategy Knowledge