Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
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
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
How prepared are you for retirement?
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The Pre-Retirement Checklist
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
That big list of dreams and goals isn't the only way to look at your bucket list.
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A New Way to Look at Your Bucket List
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
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
How do you analyze different investments? There is no easy answer and there’s a lot to know.
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Types of Stock Market Analysis
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
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
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Inventorying Your Possessions
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
What every parent needs to know about insuring his or her #teen #driver. #insurance
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Buying Auto Insurance For Teen Drivers
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
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Questions to Ask About Medicare
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
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
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.
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What Smart Investors Know
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
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
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
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
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
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Why Medicare Should Be Part of Your Retirement Strategy
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
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Why Medicare Should Be Part of Your Retirement Strategy
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
