The tax rules that govern donating art are complex and confusing. #taxes #art
NELPEN.COM
Donating Art: Taxation Abstraction
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
NELPEN.COM
How to Read Your Credit Report
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
NELPEN.COM
Tax Rules When Selling Your Home
What should you look for in a personal finance app?
NELPEN.COM
What to Look for in Personal Finance Apps
Over age 50? You may be able to catch-up on retirement.
NELPEN.COM
Catch-Up Contributions
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
NELPEN.COM
What Is a 1035 Exchange?
Did you know that women control 51% of all personal wealth in the United States?
NELPEN.COM
Women on the Rise
As complex as the details of taxes can be, the income tax process is fairly straightforward.
NELPEN.COM
How Income Taxes Work
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
NELPEN.COM
Monthly Market Insights | October 2020
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
NELPEN.COM
Buying vs. Leasing a Car
How literate are you when it comes to your finances? Brush up with these five basics.
NELPEN.COM
The Five Basics of Financial Literacy
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
NELPEN.COM
Understanding Marginal Income Tax Brackets
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
NELPEN.COM
Investing for Impact
Over age 50? You may be able to catch-up on retirement.
NELPEN.COM
Catch-Up Contributions
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
NELPEN.COM
The Cycle of Investing
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
NELPEN.COM
Social Security: The $64,000 Question
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
NELPEN.COM
How to Make the Tax Code Work for You
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.
NELPEN.COM
Do You Owe The AMT?
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
NELPEN.COM
Data Thieves from Outer Space
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
NELPEN.COM
Once Upon a Goal
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
NELPEN.COM
What Do Your Taxes Pay For?
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
NELPEN.COM
Should You Invest in Exchange Traded Funds?
Could your portfolio benefit from a zero-coupon bond?
NELPEN.COM
The ABCs of Zero Coupon Bonds
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
NELPEN.COM
Tax Deductions You Won't Believe
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
NELPEN.COM
Monthly Market Insights | November 2020
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
NELPEN.COM
“Dirty Dozen” Tax Scams to Watch For
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
NELPEN.COM
What Is a 1035 Exchange?
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
NELPEN.COM
The Business Cycle
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
NELPEN.COM
How to Appeal Your Property Taxes
When it comes to investing, you may be your own worst enemy.
NELPEN.COM
Don’t Be Your Own Worst Enemy
Investors should understand the ways in which financial professionals are compensated for the services they provide.
NELPEN.COM
How Financial Professionals Are Compensated
Considering alternative investments? It’s critical to sort through the complexity. #video
NELPEN.COM
Alternative Investments - Going Mainstream
You've allocated your assets; you just may not realize it yet. #AssetAllocation
NELPEN.COM
Asset Allocation
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
NELPEN.COM
What If You Get Audited?
The tax rules that govern donating art are complex and confusing. #taxes #art
NELPEN.COM
Donating Art: Taxation Abstraction
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
NELPEN.COM
Tax Deductions You Won't Believe
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
NELPEN.COM
Encore Careers: Push Your Boundaries
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
NELPEN.COM
Certain Uncertainties in Retirement
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
NELPEN.COM
Tax Rules When Selling Your Home
It’s possible to avoid these classic #retirement traps, with a little preparation.
NELPEN.COM
Retirement Traps to Avoid
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
NELPEN.COM
The SECURE Act
With increasing wealth comes unique financial challenges.
NELPEN.COM
Investment Challenges of the Affluent Investor
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
NELPEN.COM
Weighing the Benefits of Prepaid Debit Cards
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
NELPEN.COM
Immediate vs. Deferred Annuities
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
NELPEN.COM
Social Security: Five Facts You Need to Know
Check out this video on taxes. #IncomeTax
NELPEN.COM
The Facts About Income Tax
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
NELPEN.COM
Data Thieves from Outer Space
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
NELPEN.COM
Monthly Market Insights | January 2021
Lifestyle inflation can be the enemy of wealth building.
NELPEN.COM
Keeping Up with the Joneses
Learn more about whether you need to pay estimated taxes.
NELPEN.COM
You May Need to Make Estimated Tax Payments If…
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
NELPEN.COM
How to Appeal Your Property Taxes
Ben Franklin used compound interest to make big contributions to his two favorite cities.
NELPEN.COM
The Power of Compound Interest
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
NELPEN.COM
Rightsizing for Retirement
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
NELPEN.COM
How to Appeal Your Property Taxes
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
NELPEN.COM
Tax Deductions You Won't Believe
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
NELPEN.COM
What Do Your Taxes Pay For?
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
NELPEN.COM
The Economic Journey of Your Morning Coffee
Ben Franklin used compound interest to make big contributions to his two favorite cities.
NELPEN.COM
The Power of Compound Interest
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
NELPEN.COM
Rightsizing for Retirement
Concerned about the social impact of your investments?
NELPEN.COM
Investing with Your Heart
Your ideal #retirement may differ from reality, but we can work together to better align the two.
NELPEN.COM
RE: Retirement
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
NELPEN.COM
Tax Deductions You Won't Believe
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
NELPEN.COM
What Do Your Taxes Pay For?
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
NELPEN.COM
The Economic Journey of Your Morning Coffee
Ben Franklin used compound interest to make big contributions to his two favorite cities.
NELPEN.COM
The Power of Compound Interest
When was the last time you paid yourself first?
NELPEN.COM
Pay Yourself First
Your financial future is calling. Develop a strategy for your investments today.
NELPEN.COM
The Cost of Procrastination
Are you ready for school—again?
NELPEN.COM
Estimating the Cost of College
Concerned about the social impact of your investments?
NELPEN.COM
Investing with Your Heart
Your ideal #retirement may differ from reality, but we can work together to better align the two.
NELPEN.COM
RE: Retirement
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
NELPEN.COM
Tax Deductions You Won't Believe
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
NELPEN.COM
Monthly Market Insights | February 2021
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
NELPEN.COM
Data Thieves from Outer Space
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
NELPEN.COM
How to Make the Tax Code Work for You
When was the last time you paid yourself first?
NELPEN.COM
Pay Yourself First
Your financial future is calling. Develop a strategy for your investments today.
NELPEN.COM
The Cost of Procrastination
Are you ready for school—again?
NELPEN.COM
Estimating the Cost of College
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
NELPEN.COM
What Is a 1035 Exchange?
Retirement may change your perception of investment risk.
NELPEN.COM
Your Changing Definition of Risk in Retirement
Earnings season can move markets. Find out why.
NELPEN.COM
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.
NELPEN.COM
Monthly Market Insights | February 2021
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
NELPEN.COM
Data Thieves from Outer Space
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
NELPEN.COM
How to Make the Tax Code Work for You
In the world of finance, the effects of the "confidence gap" can be especially apparent.
NELPEN.COM
Bridging the Confidence Gap
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
NELPEN.COM
The Anatomy of an Index
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
NELPEN.COM
What If You Get Audited?
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
NELPEN.COM
What Is a 1035 Exchange?
Retirement may change your perception of investment risk.
NELPEN.COM
Your Changing Definition of Risk in Retirement
Earnings season can move markets. Find out why.
NELPEN.COM
Earnings for All Seasons
Working in Retirement: New trend or same old story?
NELPEN.COM
Where Will Your Retirement Money Come From?
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
NELPEN.COM
Five Most Overlooked Tax Deductions
In the world of finance, the effects of the "confidence gap" can be especially apparent.
NELPEN.COM
Bridging the Confidence Gap
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
NELPEN.COM
The Anatomy of an Index
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
NELPEN.COM
What If You Get Audited?
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
NELPEN.COM
What Is a 1035 Exchange?
Ever wonder about those free credit scores you get once a year? #creditscore #credit
NELPEN.COM
The Lowdown on Those Free Credit Scores
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
NELPEN.COM
From Boats to Brokers
Working in Retirement: New trend or same old story?
NELPEN.COM
Where Will Your Retirement Money Come From?
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
NELPEN.COM
Five Most Overlooked Tax Deductions
In the world of finance, the effects of the "confidence gap" can be especially apparent.
NELPEN.COM
Bridging the Confidence Gap
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
NELPEN.COM
The Anatomy of an Index
Check out this video on taxes. #IncomeTax
NELPEN.COM
The Facts About Income Tax
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
NELPEN.COM
Monthly Market Insights | March 2021
Is there a role for both active and passive investments in your portfolio?
NELPEN.COM
The Great Debate Continues: Active vs. Passive
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
NELPEN.COM
“Dirty Dozen” Tax Scams to Watch For
Ever wonder about those free credit scores you get once a year? #creditscore #credit
NELPEN.COM
The Lowdown on Those Free Credit Scores
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
NELPEN.COM
From Boats to Brokers
Developing a retirement strategy? It's critical to know the differences between investment types.
NELPEN.COM
Traditional vs. Roth IRA
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
NELPEN.COM
Jane Bond: Scaling the Ladder
Check out this video on taxes. #IncomeTax
NELPEN.COM
The Facts About Income Tax
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
NELPEN.COM
Monthly Market Insights | March 2021
Is there a role for both active and passive investments in your portfolio?
NELPEN.COM
The Great Debate Continues: Active vs. Passive
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
NELPEN.COM
“Dirty Dozen” Tax Scams to Watch For
The sooner you begin investing, the longer your money can work for you.
NELPEN.COM
The Cost of Procrastination
When was the last time you checked your credit score? #CreditScore
NELPEN.COM
How Does Your Credit Score Compare?
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
NELPEN.COM
Mortgages in Retirement
Developing a retirement strategy? It's critical to know the differences between investment types.
NELPEN.COM
Traditional vs. Roth IRA
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
NELPEN.COM
Jane Bond: Scaling the Ladder
Check out this video on taxes. #IncomeTax
NELPEN.COM
The Facts About Income Tax
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
NELPEN.COM
What Is a 1035 Exchange?
What does it actually cost to raise a child? You might be surprised.
NELPEN.COM
The Half Million Dollar Baby
The sooner you begin investing, the longer your money can work for you.
NELPEN.COM
The Cost of Procrastination
When was the last time you checked your credit score? #CreditScore
NELPEN.COM
How Does Your Credit Score Compare?
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
NELPEN.COM
Mortgages in Retirement
Developing a retirement strategy? It's critical to know the differences between investment types.
NELPEN.COM
Traditional vs. Roth IRA
