Business owners should consider a succession plan sooner rather than later.
WHATSYOURPLAN.FINANCIAL
Succeeding at Business Succession
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
WHATSYOURPLAN.FINANCIAL
The Long Run: Women and Retirement
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
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?
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
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
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
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
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
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
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
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Happy Halloween...
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
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
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
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Business owners should consider a succession plan sooner rather than later.
WHATSYOURPLAN.FINANCIAL
Succeeding at Business Succession
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
Do you know how long it may take for your investments to double in value?
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The Rule of 72
Let it snow? How about no (unless you're prepared). Here are tips to help you prepare for a snowstorm: http://tkpl.us/gvl10
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
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Snow Shoveling Safety Tips
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
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Retiring Wild: National Parks and You
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
