If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
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?
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
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
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
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
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Important Birthdays Over 50
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
What do you need to know in the face of post COVID-19 volatility?
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Pullbacks, Corrections, and Bear Markets
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
EXPIRES APR 15, 2021
Free $10 Panera Bread Gift Cert for new IRA's
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
#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
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
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Errors and Omissions Insurance
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
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
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
https://www.scientificamerican.com/article/brain-scientists-tap-secrets-of-staying-healthy-while-aging/
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
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
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
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
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
When was the last time you updated your will?
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Will Power
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
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
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
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
When was the last time you updated your will?
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Will Power
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
The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...
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January 11, 2021 - Markets Start 2021 on a High
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
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
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
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
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
The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...
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January 11, 2021 - Markets Start 2021 on a High
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
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
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
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
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
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
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
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
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
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
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
OK401K.COM
Lesser Known Provisions of the SECURE Act
You’re the conductor of your 401k, IRA and taxable savings.
OK401K.COM
Orchestrating Your Retirement Accounts
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
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
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
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
Earnings season can move markets. Find out why.
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Earnings for All Seasons
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
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
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
OK401K.COM
Life and Death of a Twenty Dollar Bill
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
OK401K.COM
Changing Unhealthy Behaviors
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
