Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
When the rules of the game change, tactics should follow in response to the new landscape.
NEWLEGACYWM.COM
Revising Estate Strategy Assumptions
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Does your #business need some digital help? Here are some new #apps that might help!
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Top New Digital Tools for Small Businesses
When was the last time you updated your will?
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Will Power
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
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
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
Considering alternative investments? It’s critical to sort through the complexity. #video
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Alternative Investments - Going Mainstream
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
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Budgeting After a Divorce
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
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
When the rules of the game change, tactics should follow in response to the new landscape.
NEWLEGACYWM.COM
Revising Estate Strategy Assumptions
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
Thank you to all that have served and are currently serving!
How many credit cards do you have?
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Spotting Credit Trouble
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
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.
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Monthly Market Insights | November 2020
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
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
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
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
The average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
How prepared are you for retirement?
NEWLEGACYWM.COM
The Pre-Retirement Checklist
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
NEWLEGACYWM.COM
The Business Cycle
Learn more about whether you need to pay estimated taxes.
NEWLEGACYWM.COM
You May Need to Make Estimated Tax Payments If…
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
NEWLEGACYWM.COM
Budgeting After a Divorce
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
NEWLEGACYWM.COM
What Smart Investors Know
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
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?
Do you have a will? Is it updated?
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When Do You Need a Will?
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
NEWLEGACYWM.COM
Planning for the Expected
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
NEWLEGACYWM.COM
Encore Careers: Push Your Boundaries
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
NEWLEGACYWM.COM
Social Security Benefits: How Much Will I Receive
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
NEWLEGACYWM.COM
Monthly Market Insights | January 2021
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
NEWLEGACYWM.COM
Rebalancing Your Portfolio
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
NEWLEGACYWM.COM
Planning for the Expected
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
NEWLEGACYWM.COM
Medicare Advantage 101
Considering crowdfunding? Take time to do the research first. #Crowdfunding
NEWLEGACYWM.COM
Crowdfunding—Capital for the 21st Century
There are benefits and limitations when using a living trust. #LivingTrust
NEWLEGACYWM.COM
A Living Trust Primer
Concerned about identity theft? Some things to leave at home. #IdentityTheft
NEWLEGACYWM.COM
Please Leave Home Without It
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
NEWLEGACYWM.COM
Encore Careers: Push Your Boundaries
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
NEWLEGACYWM.COM
Social Security Benefits: How Much Will I Receive
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
NEWLEGACYWM.COM
Monthly Market Insights | January 2021
What does it actually cost to raise a child? You might be surprised.
NEWLEGACYWM.COM
The Half Million Dollar Baby
Considering crowdfunding? Take time to do the research first. #Crowdfunding
NEWLEGACYWM.COM
Crowdfunding—Capital for the 21st Century
There are benefits and limitations when using a living trust. #LivingTrust
NEWLEGACYWM.COM
A Living Trust Primer
Concerned about identity theft? Some things to leave at home. #IdentityTheft
NEWLEGACYWM.COM
Please Leave Home Without It
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
NEWLEGACYWM.COM
Encore Careers: Push Your Boundaries
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
NEWLEGACYWM.COM
Social Security Benefits: How Much Will I Receive
What does it actually cost to raise a child? You might be surprised.
NEWLEGACYWM.COM
The Half Million Dollar Baby
Considering crowdfunding? Take time to do the research first. #Crowdfunding
NEWLEGACYWM.COM
Crowdfunding—Capital for the 21st Century
There are benefits and limitations when using a living trust. #LivingTrust
NEWLEGACYWM.COM
A Living Trust Primer
Concerned about identity theft? Some things to leave at home. #IdentityTheft
NEWLEGACYWM.COM
Please Leave Home Without It
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
NEWLEGACYWM.COM
Encore Careers: Push Your Boundaries
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
NEWLEGACYWM.COM
Social Security Benefits: How Much Will I Receive
What does it actually cost to raise a child? You might be surprised.
NEWLEGACYWM.COM
The Half Million Dollar Baby
Considering crowdfunding? Take time to do the research first. #Crowdfunding
NEWLEGACYWM.COM
Crowdfunding—Capital for the 21st Century
There are benefits and limitations when using a living trust. #LivingTrust
NEWLEGACYWM.COM
A Living Trust Primer
Concerned about identity theft? Some things to leave at home. #IdentityTheft
NEWLEGACYWM.COM
Please Leave Home Without It
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
NEWLEGACYWM.COM
Encore Careers: Push Your Boundaries
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
NEWLEGACYWM.COM
Social Security Benefits: How Much Will I Receive
What does it actually cost to raise a child? You might be surprised.
NEWLEGACYWM.COM
The Half Million Dollar Baby
Considering crowdfunding? Take time to do the research first. #Crowdfunding
NEWLEGACYWM.COM
Crowdfunding—Capital for the 21st Century
There are benefits and limitations when using a living trust. #LivingTrust
NEWLEGACYWM.COM
A Living Trust Primer
Concerned about identity theft? Some things to leave at home. #IdentityTheft
NEWLEGACYWM.COM
Please Leave Home Without It
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
NEWLEGACYWM.COM
Encore Careers: Push Your Boundaries
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
NEWLEGACYWM.COM
Social Security Benefits: How Much Will I Receive
What does it actually cost to raise a child? You might be surprised.
NEWLEGACYWM.COM
The Half Million Dollar Baby
Considering crowdfunding? Take time to do the research first. #Crowdfunding
NEWLEGACYWM.COM
Crowdfunding—Capital for the 21st Century
There are benefits and limitations when using a living trust. #LivingTrust
NEWLEGACYWM.COM
A Living Trust Primer
Concerned about identity theft? Some things to leave at home. #IdentityTheft
NEWLEGACYWM.COM
Please Leave Home Without It
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
NEWLEGACYWM.COM
Encore Careers: Push Your Boundaries
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
NEWLEGACYWM.COM
Social Security Benefits: How Much Will I Receive
There are benefits and limitations when using a living trust. #LivingTrust
NEWLEGACYWM.COM
A Living Trust Primer
Concerned about identity theft? Some things to leave at home. #IdentityTheft
NEWLEGACYWM.COM
Please Leave Home Without It
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
NEWLEGACYWM.COM
Encore Careers: Push Your Boundaries
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
NEWLEGACYWM.COM
Social Security Benefits: How Much Will I Receive
There are benefits and limitations when using a living trust. #LivingTrust
NEWLEGACYWM.COM
A Living Trust Primer
Concerned about identity theft? Some things to leave at home. #IdentityTheft
NEWLEGACYWM.COM
Please Leave Home Without It
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
NEWLEGACYWM.COM
Encore Careers: Push Your Boundaries
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
NEWLEGACYWM.COM
Social Security Benefits: How Much Will I Receive
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
NEWLEGACYWM.COM
When Markets React
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
NEWLEGACYWM.COM
Monthly Market Insights | March 2021
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
NEWLEGACYWM.COM
A House Divided
Ben Franklin used compound interest to make big contributions to his two favorite cities.
NEWLEGACYWM.COM
The Power of Compound Interest
What does it actually cost to raise a child? You might be surprised.
NEWLEGACYWM.COM
The Half Million Dollar Baby
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
NEWLEGACYWM.COM
Mastering Mobile Lingo
Being healthy may help your personal finances.
NEWLEGACYWM.COM
Putting a Price Tag On Your Health
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
NEWLEGACYWM.COM
When Markets React
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
NEWLEGACYWM.COM
Monthly Market Insights | March 2021
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
NEWLEGACYWM.COM
A House Divided
Check out this video on taxes. #IncomeTax
NEWLEGACYWM.COM
The Facts About Income Tax
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
NEWLEGACYWM.COM
Mortgages in Retirement
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
NEWLEGACYWM.COM
Choosing a Business Structure
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
NEWLEGACYWM.COM
Mastering Mobile Lingo
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
NEWLEGACYWM.COM
“Dirty Dozen” Tax Scams to Watch For
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
NEWLEGACYWM.COM
The SECURE Act
Check out this video on taxes. #IncomeTax
NEWLEGACYWM.COM
The Facts About Income Tax
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
NEWLEGACYWM.COM
Mortgages in Retirement