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
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
How many credit cards do you have?
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Spotting Credit Trouble
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
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
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
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
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
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
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
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 is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
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The ABC’s of Auto Insurance
Do you have a will? Is it updated?
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When Do You Need a Will?
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
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
Happy Veterans' Day! Thank you to all of those who have served our nation and to the families of those who have served. You have all sacrificed so much to protect our freedoms and values. What you all have given our country is far greater than any of us could ever imagine. I hope that you and your families have a blessed day, and sincerely thank you for your servitude.
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
That big list of dreams and goals isn't the only way to look at your bucket list.
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A New Way to Look at Your Bucket List
Happy Thanksgiving everyone! Even in the midst of a trying year there is so much we can be thankful for. I hope that today you find plenty of time to reflect on the things that give you joy. Enjoy the holiday!
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Today I am thankful for all of my wonderful clients who have entrusted me with their dreams and finances. You all are a pleasure to work with and I am extremely grateful for the opportunity to work alongside you.
In this season of gratefulness, I wanted to take some time to express some of my own gratitude. I am so thankful for my wonderful immediate and extended family! I am truly blessed by their love and support for myself and for one another.
What are some things you are thankful for?
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
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
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
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
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
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
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
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
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
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
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
MOFFATTFINANCIALSTRATEGIES.COM
What is the Value of Your Business?
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
MOFFATTFINANCIALSTRATEGIES.COM
Once Upon a Goal
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
MOFFATTFINANCIALSTRATEGIES.COM
Monthly Market Insights | January 2021
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
The key to #healthcare in retirement might be a patchwork of different choices.
MOFFATTFINANCIALSTRATEGIES.COM
Extended Care: A Patchwork of Possibilities
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
MOFFATTFINANCIALSTRATEGIES.COM
To Buy or Not to Buy
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
MOFFATTFINANCIALSTRATEGIES.COM
Monthly Market Insights | January 2021
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
MOFFATTFINANCIALSTRATEGIES.COM
Financial Aid for Students 101
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
MOFFATTFINANCIALSTRATEGIES.COM
Five Most Overlooked Tax Deductions
10 tips that can head-off marriage money problems.
MOFFATTFINANCIALSTRATEGIES.COM
Prevent a Rift: Money Tips for Newlyweds
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
MOFFATTFINANCIALSTRATEGIES.COM
What Our Kids Can Teach us About Saving Money
The key to #healthcare in retirement might be a patchwork of different choices.
MOFFATTFINANCIALSTRATEGIES.COM
Extended Care: A Patchwork of Possibilities
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
MOFFATTFINANCIALSTRATEGIES.COM
Healthy Body, Healthy Pocketbook
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
MOFFATTFINANCIALSTRATEGIES.COM
To Buy or Not to Buy
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
MOFFATTFINANCIALSTRATEGIES.COM
Monthly Market Insights | January 2021
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
MOFFATTFINANCIALSTRATEGIES.COM
Money Draining Food Myths
How many credit cards do you have?
MOFFATTFINANCIALSTRATEGIES.COM
Spotting Credit Trouble
Business owners should consider a succession plan sooner rather than later.
MOFFATTFINANCIALSTRATEGIES.COM
Succeeding at Business Succession
10 tips that can head-off marriage money problems.
MOFFATTFINANCIALSTRATEGIES.COM
Prevent a Rift: Money Tips for Newlyweds
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
MOFFATTFINANCIALSTRATEGIES.COM
What Our Kids Can Teach us About Saving Money
The key to #healthcare in retirement might be a patchwork of different choices.
MOFFATTFINANCIALSTRATEGIES.COM
Extended Care: A Patchwork of Possibilities
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
MOFFATTFINANCIALSTRATEGIES.COM
What Do Your Taxes Pay For?
Do you know how long it may take for your investments to double in value?
MOFFATTFINANCIALSTRATEGIES.COM
The Rule of 72
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
MOFFATTFINANCIALSTRATEGIES.COM
Money Draining Food Myths
How many credit cards do you have?
MOFFATTFINANCIALSTRATEGIES.COM
Spotting Credit Trouble
Business owners should consider a succession plan sooner rather than later.
MOFFATTFINANCIALSTRATEGIES.COM
Succeeding at Business Succession
10 tips that can head-off marriage money problems.
MOFFATTFINANCIALSTRATEGIES.COM
Prevent a Rift: Money Tips for Newlyweds
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
MOFFATTFINANCIALSTRATEGIES.COM
Retiring the 4% Rule
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
MOFFATTFINANCIALSTRATEGIES.COM
Monthly Market Insights | February 2021
Learn the language of life insurance.
MOFFATTFINANCIALSTRATEGIES.COM
Term vs. Permanent Life Insurance
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.
MOFFATTFINANCIALSTRATEGIES.COM
Estate Management 101
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
MOFFATTFINANCIALSTRATEGIES.COM
What Do Your Taxes Pay For?
Do you know how long it may take for your investments to double in value?
MOFFATTFINANCIALSTRATEGIES.COM
The Rule of 72
Your financial future is calling. Develop a strategy for your investments today.
MOFFATTFINANCIALSTRATEGIES.COM
The Cost of Procrastination
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
MOFFATTFINANCIALSTRATEGIES.COM
Inflation & Your Money
College, kids and costs.
MOFFATTFINANCIALSTRATEGIES.COM
Getting a Head Start on College Savings
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
MOFFATTFINANCIALSTRATEGIES.COM
Retiring the 4% Rule
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
MOFFATTFINANCIALSTRATEGIES.COM
Monthly Market Insights | February 2021
Learn the language of life insurance.
MOFFATTFINANCIALSTRATEGIES.COM
Term vs. Permanent Life Insurance
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
MOFFATTFINANCIALSTRATEGIES.COM
Once Upon a Goal
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
MOFFATTFINANCIALSTRATEGIES.COM
Life and Death of a Twenty Dollar Bill
Your financial future is calling. Develop a strategy for your investments today.
MOFFATTFINANCIALSTRATEGIES.COM
The Cost of Procrastination
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
MOFFATTFINANCIALSTRATEGIES.COM
Inflation & Your Money
College, kids and costs.
MOFFATTFINANCIALSTRATEGIES.COM
Getting a Head Start on College Savings
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
MOFFATTFINANCIALSTRATEGIES.COM
Retiring the 4% Rule
If you died, what would happen to your email archives, social
profiles, and online accounts?
MOFFATTFINANCIALSTRATEGIES.COM
Safeguard Your Digital Estate
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
MOFFATTFINANCIALSTRATEGIES.COM
What Is a 1035 Exchange?
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
MOFFATTFINANCIALSTRATEGIES.COM
Once Upon a Goal
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
MOFFATTFINANCIALSTRATEGIES.COM
Life and Death of a Twenty Dollar Bill
Your financial future is calling. Develop a strategy for your investments today.
MOFFATTFINANCIALSTRATEGIES.COM
The Cost of Procrastination
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
MOFFATTFINANCIALSTRATEGIES.COM
Inflation & Your Money
If you died, what would happen to your email archives, social
profiles, and online accounts?
MOFFATTFINANCIALSTRATEGIES.COM
Safeguard Your Digital Estate
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
MOFFATTFINANCIALSTRATEGIES.COM
What Is a 1035 Exchange?
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
MOFFATTFINANCIALSTRATEGIES.COM
Once Upon a Goal
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
MOFFATTFINANCIALSTRATEGIES.COM
Life and Death of a Twenty Dollar Bill
Your financial future is calling. Develop a strategy for your investments today.
MOFFATTFINANCIALSTRATEGIES.COM
The Cost of Procrastination
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
MOFFATTFINANCIALSTRATEGIES.COM
Inflation & Your Money
If you died, what would happen to your email archives, social
profiles, and online accounts?
MOFFATTFINANCIALSTRATEGIES.COM
Safeguard Your Digital Estate
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
MOFFATTFINANCIALSTRATEGIES.COM
What Is a 1035 Exchange?
If you died, what would happen to your email archives, social
profiles, and online accounts?
MOFFATTFINANCIALSTRATEGIES.COM
Safeguard Your Digital Estate
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
MOFFATTFINANCIALSTRATEGIES.COM
What Is a 1035 Exchange?
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
MOFFATTFINANCIALSTRATEGIES.COM
Once Upon a Goal
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
MOFFATTFINANCIALSTRATEGIES.COM
Life and Death of a Twenty Dollar Bill
Your financial future is calling. Develop a strategy for your investments today.
MOFFATTFINANCIALSTRATEGIES.COM
The Cost of Procrastination
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
MOFFATTFINANCIALSTRATEGIES.COM
Inflation & Your Money
If you died, what would happen to your email archives, social
profiles, and online accounts?
MOFFATTFINANCIALSTRATEGIES.COM
Safeguard Your Digital Estate
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
MOFFATTFINANCIALSTRATEGIES.COM
What Is a 1035 Exchange?
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
MOFFATTFINANCIALSTRATEGIES.COM
Once Upon a Goal
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
MOFFATTFINANCIALSTRATEGIES.COM
Life and Death of a Twenty Dollar Bill
Your financial future is calling. Develop a strategy for your investments today.
MOFFATTFINANCIALSTRATEGIES.COM
The Cost of Procrastination
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
MOFFATTFINANCIALSTRATEGIES.COM
Inflation & Your Money
If you died, what would happen to your email archives, social
profiles, and online accounts?
MOFFATTFINANCIALSTRATEGIES.COM
Safeguard Your Digital Estate
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
MOFFATTFINANCIALSTRATEGIES.COM
What Is a 1035 Exchange?
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
MOFFATTFINANCIALSTRATEGIES.COM
Once Upon a Goal
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
MOFFATTFINANCIALSTRATEGIES.COM
Life and Death of a Twenty Dollar Bill
Your financial future is calling. Develop a strategy for your investments today.
MOFFATTFINANCIALSTRATEGIES.COM
The Cost of Procrastination
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
MOFFATTFINANCIALSTRATEGIES.COM
Inflation & Your Money
