In the world of finance, the effects of the "confidence gap" can be especially apparent.
NAVESINKWEALTH.COM
Bridging the Confidence Gap
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
NAVESINKWEALTH.COM
Inflation and Your Portfolio
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
NAVESINKWEALTH.COM
Immediate vs. Deferred Annuities
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
NAVESINKWEALTH.COM
A Fruitful Retirement: Social Security Benefit
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
NAVESINKWEALTH.COM
From Boats to Brokers
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
NAVESINKWEALTH.COM
Certain Uncertainties in Retirement
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
NAVESINKWEALTH.COM
When Markets React
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
NAVESINKWEALTH.COM
The Business Cycle
There are many factors to consider before tapping retirement money to pay for college.
NAVESINKWEALTH.COM
Should You Tap Retirement Savings to Fund College?
Periodic withdrawals in retirement may not be such a good idea.
NAVESINKWEALTH.COM
Systematic Withdrawals in Retirement
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
When considering a record keeping system for your business, you need to ask yourself some very important questions
NAVESINKWEALTH.COM
Keeping Good Records is Good Business
When it comes to investing, you may be your own worst enemy.
NAVESINKWEALTH.COM
Don’t Be Your Own Worst Enemy
Do you know how long it may take for your investments to double in value?
NAVESINKWEALTH.COM
The Rule of 72
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
Retirement may change your perception of investment risk.
NAVESINKWEALTH.COM
Your Changing Definition of Risk in Retirement
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
College, kids and costs.
NAVESINKWEALTH.COM
Getting a Head Start on College Savings
You’ll need to weigh several factors before retiring abroad.
NAVESINKWEALTH.COM
Thinking of Retiring Abroad?
Lifestyle inflation can be the enemy of wealth building.
NAVESINKWEALTH.COM
Keeping Up with the Joneses
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
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
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
NAVESINKWEALTH.COM
Jane Bond: Scaling the Ladder
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
NAVESINKWEALTH.COM
Types of Stock Market Analysis
An ILIT could play a role in your estate strategy.
NAVESINKWEALTH.COM
A Primer on Irrevocable Life Insurance Trusts
Are you ready for school—again?
NAVESINKWEALTH.COM
Estimating the Cost of College
Do global and international mutual funds complement or conflict with each other?
NAVESINKWEALTH.COM
Global vs. International: What’s The Difference?
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
NAVESINKWEALTH.COM
What’s Your Investment IQ?
Buying a home may be your largest financial commitment. Which loan is best for your situation?
NAVESINKWEALTH.COM
Fixed or Variable Mortgage, Which Should You Pick?
Your ideal #retirement may differ from reality, but we can work together to better align the two.
NAVESINKWEALTH.COM
RE: Retirement
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
Do you know the difference between a global mutual fund and an international mutual fund?
NAVESINKWEALTH.COM
Global and International Funds
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
In the world of finance, the effects of the "confidence gap" can be especially apparent.
NAVESINKWEALTH.COM
Bridging the Confidence Gap
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
NAVESINKWEALTH.COM
Social Security Benefits: How Much Will I Receive
Do you know how missing the best and worst market days might affect your #portfolio?
NAVESINKWEALTH.COM
It Was the Best of Times, It Was the Worst of Times
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
NAVESINKWEALTH.COM
The Business Cycle
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
NAVESINKWEALTH.COM
Investments
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
NAVESINKWEALTH.COM
Jane Bond: Scaling the Ladder
Many have heard they should avoid probate; do you understand what probate is and how it works?
NAVESINKWEALTH.COM
Problems with Probate
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
NAVESINKWEALTH.COM
Certain Uncertainties in Retirement
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
NAVESINKWEALTH.COM
Once Upon a Goal
Here are eight mistakes to avoid when #saving #retirement.
NAVESINKWEALTH.COM
Eight Mistakes That Can Upend Your Retirement
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
NAVESINKWEALTH.COM
Social Security: Five Facts You Need to Know
How many credit cards do you have?
NAVESINKWEALTH.COM
Spotting Credit Trouble
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
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
NAVESINKWEALTH.COM
9 Facts About Social Security
Retirement may change your perception of investment risk.
NAVESINKWEALTH.COM
Your Changing Definition of Risk in Retirement
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
NAVESINKWEALTH.COM
A Home Insurance Claim: To File Or Not To File
Do you know how long it may take for your investments to double in value?
NAVESINKWEALTH.COM
The Rule of 72
Saving for college doesn’t have to be as complicated as college itself.
NAVESINKWEALTH.COM
Saving for College 101
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
NAVESINKWEALTH.COM
The Cycle of Investing
Lifestyle inflation can be the enemy of wealth building.
NAVESINKWEALTH.COM
Keeping Up with the Joneses
Earnings season can move markets. Find out why.
NAVESINKWEALTH.COM
Earnings for All Seasons
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
NAVESINKWEALTH.COM
Is a Variable Annuity Right for Me?
Do global and international mutual funds complement or conflict with each other?
NAVESINKWEALTH.COM
Global vs. International: What’s The Difference?
When it comes to investing, you may be your own worst enemy.
NAVESINKWEALTH.COM
Don’t Be Your Own Worst Enemy
Developing a retirement strategy? It's critical to know the differences between investment types.
NAVESINKWEALTH.COM
Traditional vs. Roth IRA
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
Generate income and rebuild principal. A powerful one-two punch.
NAVESINKWEALTH.COM
Split Annuity Strategy
Tax time can be a good time to give your household budget a checkup.
NAVESINKWEALTH.COM
Budget Check Up: Tax Time Is the Right Time
Consider a bucket plan to go with your bucket list.
NAVESINKWEALTH.COM
A Bucket Plan to Go with Your Bucket List
Periodic withdrawals in retirement may not be such a good idea.
NAVESINKWEALTH.COM
Systematic Withdrawals in Retirement
Working in Retirement: New trend or same old story?
NAVESINKWEALTH.COM
Where Will Your Retirement Money Come From?
When was the last time you paid yourself first?
NAVESINKWEALTH.COM
Pay Yourself First
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
NAVESINKWEALTH.COM
Insurance Needs Assessment: When You're Young and Single
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
NAVESINKWEALTH.COM
Inflation and Your Portfolio
What does it actually cost to raise a child? You might be surprised.
NAVESINKWEALTH.COM
The Half Million Dollar Baby
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
NAVESINKWEALTH.COM
Year-End Charitable Gifting and You
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
NAVESINKWEALTH.COM
When Markets React
You’ll need to weigh several factors before retiring abroad.
NAVESINKWEALTH.COM
Thinking of Retiring Abroad?
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
NAVESINKWEALTH.COM
How Retirement Spending Changes With Time
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
NAVESINKWEALTH.COM
Lesser Known Provisions of the SECURE Act
Do you know the difference between a global mutual fund and an international mutual fund?
NAVESINKWEALTH.COM
Global and International Funds
Investors should understand the ways in which financial professionals are compensated for the services they provide.
NAVESINKWEALTH.COM
How Financial Professionals Are Compensated
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
NAVESINKWEALTH.COM
Investments
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
NAVESINKWEALTH.COM
How to Appeal Your Property Taxes
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
NAVESINKWEALTH.COM
Buying vs. Leasing a Car
Could your portfolio benefit from a zero-coupon bond?
NAVESINKWEALTH.COM
The ABCs of Zero Coupon Bonds
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
NAVESINKWEALTH.COM
Social Security: Five Facts You Need to Know
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
NAVESINKWEALTH.COM
Where Is the Market Headed?
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
NAVESINKWEALTH.COM
Investing for Impact
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
NAVESINKWEALTH.COM
Retiring the 4% Rule
Do you know how missing the best and worst market days might affect your #portfolio?
NAVESINKWEALTH.COM
It Was the Best of Times, It Was the Worst of Times
There are benefits and limitations when using a living trust. #LivingTrust
NAVESINKWEALTH.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?
NAVESINKWEALTH.COM
Rightsizing for Retirement
Did you know that women control 51% of all personal wealth in the United States?
NAVESINKWEALTH.COM
Women on the Rise
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
NAVESINKWEALTH.COM
How to Appeal Your Property Taxes
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
NAVESINKWEALTH.COM
Five Most Overlooked Tax Deductions
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
NAVESINKWEALTH.COM
Jane Bond: Decoding Diversification
Does your business have a retirement strategy that fits your short, long-term needs?
NAVESINKWEALTH.COM
Choosing a Retirement Plan that Fits Your Business
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
NAVESINKWEALTH.COM
The Economic Journey of Your Morning Coffee
How much do you know about stocks?
NAVESINKWEALTH.COM
How Stocks Work
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
NAVESINKWEALTH.COM
Certain Uncertainties in Retirement
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
NAVESINKWEALTH.COM
Social Security Benefits: How Much Will I Receive
There are billions in unclaimed dollars in the US. Is some of that yours?
NAVESINKWEALTH.COM
Surprise! You’ve Got Money!
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
NAVESINKWEALTH.COM
Immediate vs. Deferred Annuities
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
NAVESINKWEALTH.COM
Once Upon a Goal
Learn more about whether you need to pay estimated taxes.
NAVESINKWEALTH.COM
You May Need to Make Estimated Tax Payments If…
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
NAVESINKWEALTH.COM
Encore Careers: Push Your Boundaries
Is your retirement portfolio subject to “sequence of returns” danger?
NAVESINKWEALTH.COM
Retirement Income and the Traditional Portfolio
Your ideal #retirement may differ from reality, but we can work together to better align the two.
NAVESINKWEALTH.COM
RE: Retirement
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
NAVESINKWEALTH.COM
What’s Your Investment IQ?
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
NAVESINKWEALTH.COM
Four Really Good Reasons to Invest
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
NAVESINKWEALTH.COM
Password Protection Strategies
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
NAVESINKWEALTH.COM
The Average American Budget
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
NAVESINKWEALTH.COM
Investments
Retirement may change your perception of investment risk.
NAVESINKWEALTH.COM
Your Changing Definition of Risk in Retirement
You’re the conductor of your 401k, IRA and taxable savings.
NAVESINKWEALTH.COM
Orchestrating Your Retirement Accounts
Tax time can be a good time to give your household budget a checkup.
NAVESINKWEALTH.COM
Budget Check Up: Tax Time Is the Right Time
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
NAVESINKWEALTH.COM
The Business Cycle
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
NAVESINKWEALTH.COM
Jane Bond: Infiltrating the Market
Are you ready for school—again?
NAVESINKWEALTH.COM
Estimating the Cost of College
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
NAVESINKWEALTH.COM
When Markets React
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
NAVESINKWEALTH.COM
Money that Buys Good Health is Never Ill Spent
Earnings season can move markets. Find out why.
NAVESINKWEALTH.COM
Earnings for All Seasons
Considering alternative investments? It’s critical to sort through the complexity. #video
NAVESINKWEALTH.COM
Alternative Investments - Going Mainstream
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
NAVESINKWEALTH.COM
Inflation & Your Money
Do you know how missing the best and worst market days might affect your #portfolio?
NAVESINKWEALTH.COM
It Was the Best of Times, It Was the Worst of Times
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
NAVESINKWEALTH.COM
TIPS for Inflation
Take an inside look into Simplified Employee Pension plans.
NAVESINKWEALTH.COM
Is a SEP-IRA Right for Your Business?
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
NAVESINKWEALTH.COM
Important Birthdays Over 50
Nobel-prize-winning investment research.
NAVESINKWEALTH.COM
The Ivory Tower Changes Wall Street
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
NAVESINKWEALTH.COM
The Other Sure Thing
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
NAVESINKWEALTH.COM
Retirement Redefined
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
NAVESINKWEALTH.COM
Jane Bond: Decoding Diversification
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
NAVESINKWEALTH.COM
Is a Variable Annuity Right for Me?
Childhood attitudes and habits can determine your child's health in his or her adult years.
NAVESINKWEALTH.COM
Raising Healthy Children
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
NAVESINKWEALTH.COM
Encore Careers: Push Your Boundaries
Do you know how missing the best and worst market days might affect your #portfolio?
NAVESINKWEALTH.COM
It Was the Best of Times, It Was the Worst of Times
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
NAVESINKWEALTH.COM
Understanding the SECURE Act
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
NAVESINKWEALTH.COM
Social Security: Five Facts You Need to Know
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
NAVESINKWEALTH.COM
“Dirty Dozen” Tax Scams to Watch For
10 tips that can head-off marriage money problems.
NAVESINKWEALTH.COM
Prevent a Rift: Money Tips for Newlyweds
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
NAVESINKWEALTH.COM
Should You Invest in Exchange Traded Funds?
Attention Estate Executors: Do you know about the Alternate Valuation Date?
NAVESINKWEALTH.COM
Understanding the Alternate Valuation Date
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
NAVESINKWEALTH.COM
When Should You Take Social Security
How literate are you when it comes to your finances? Brush up with these five basics.
NAVESINKWEALTH.COM
The Five Basics of Financial Literacy
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
NAVESINKWEALTH.COM
Perception vs. Reality
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
NAVESINKWEALTH.COM
Immediate vs. Deferred Annuities
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
NAVESINKWEALTH.COM
The Economic Journey of Your Morning Coffee
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
NAVESINKWEALTH.COM
Medicare Advantage 101
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
NAVESINKWEALTH.COM
Rightsizing for Retirement
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
NAVESINKWEALTH.COM
Buying vs. Leasing a Car
As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?
NAVESINKWEALTH.COM
Dreaming Up an Active Retirement
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
NAVESINKWEALTH.COM
Events on Wall Street
Three important questions to consider before you start taking #SocialSecurity.
NAVESINKWEALTH.COM
Three Key Questions to Answer Before Taking Social Security
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
NAVESINKWEALTH.COM
When Should You Take Social Security
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
NAVESINKWEALTH.COM
Certain Uncertainties in Retirement
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
NAVESINKWEALTH.COM
Mortgages in Retirement
Your financial future is calling. Develop a strategy for your investments today.
NAVESINKWEALTH.COM
The Cost of Procrastination
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.
NAVESINKWEALTH.COM
Do You Owe The AMT?
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
NAVESINKWEALTH.COM
Social Security Benefits: How Much Will I Receive
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
NAVESINKWEALTH.COM
Countering Counterfeit Currency
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
NAVESINKWEALTH.COM
Four Really Good Reasons to Invest
Nobel-prize-winning investment research.
NAVESINKWEALTH.COM
The Ivory Tower Changes Wall Street
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
NAVESINKWEALTH.COM
Mutual Funds vs. ETFs
Whether you realize it or not, you’ve allocated your assets.
NAVESINKWEALTH.COM
A Decision Not Made Is Still a Decision
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
NAVESINKWEALTH.COM
IRA Withdrawals that Escape the 10% Tax Penalty
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
NAVESINKWEALTH.COM
Creative Ways to Motivate Your Employees
