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
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
Are you ready for school—again?
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Estimating the Cost of College
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Do you know what your #insurance needs are, when you’re married, with children?
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Insurance Needs Assessment: Married With Children
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
Does your business have a retirement strategy that fits your short, long-term needs?
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Choosing a Retirement Plan that Fits Your Business
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
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
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?
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
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?
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 market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
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?
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
Check out this video on taxes. #IncomeTax
NCGFINANCIAL.COM
The Facts About Income Tax
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
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
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
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Mortgages in Retirement
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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Dog Bites Neighbor. Now What?
Earnings season can move markets. Find out why.
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Earnings for All Seasons
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
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Your #insurance needs don’t stay the same when the nest empties, but what changes?
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Insurance Needs Assessment: For Empty Nesters and Retirees
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
