Three Generations of Retirement Strategies - Generational disagreement is a constant of family life, but a recent survey found that millennials, Gen Xers, and baby boomers agree that saving and planning for retirement is a top financial goal.
http://www.partnersgrp.net/Three-Generations-of-Retirement-Strategies.c9507.htm
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Three Lessons from Retirees - Survey results reveals important lessons to be learned from retirees, whether your own retirement is coming soon or a distant goal. Read more…
http://www.partnersgrp.net/Three-Lessons-from-Retirees.c9522.htm
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What Is the Estate Tax? Estate taxes are assessed on the total value of your estate — your home, stocks, bonds, life insurance, and other assets of value — that is over the applicable exemption amount upon your death.
http://www.partnersgrp.net/Estate-Tax.c1284.htm
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What Is a 1035 Exchange? A 1035 exchange applies only when it involves the same contract holder and the same type of contract. Read More…
http://www.partnersgrp.net/1035-Exchanges.c1042.htm
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What Is a Mutual Fund? A mutual fund is a collection of stocks, bonds, and other securities that is purchased and professionally managed by an investment company. Read More…
http://www.partnersgrp.net/Mutual-Funds.c76.htm
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What Are Dividends? Dividends are taxable payments to shareholders from a company’s earnings. Read More…
http://www.partnersgrp.net/Dividends.c1020.htm
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Business Cycle Basics: Recessions Begin and End Before We Know It.
http://www.partnersgrp.net/Business-Cycle-Basics-Recessions-Begin-and-End-Before-We-Know-It.c9620.htm
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Accumulating Funds for Short-Term Goals - Stock market volatility in 2020 has clearly reinforced at least one important investing principle: Short-term goals.
http://www.partnersgrp.net/Accumulating-Funds-for-Short-Term-Goals.c9619.htm
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Return of Premium Life Insurance: Protection and Cash Back – Read More…
http://www.partnersgrp.net/Return-of-Premium-Life-Insurance-Protection-and-Cash-Back.c9618.htm
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Election 2020: Political Uncertainty Creates Potential for Market Swings and with the nation closely divided, it is difficult to forecast election outcomes based on opinion polls.
http://www.partnersgrp.net/HOT-TOPIC-Election-2020-Uncertainty-Creates-Potential-for-Market-Swings.c9624.htm
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Stocks and Stock Mutual Funds 101 - Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.
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http://www.partnersgrp.net/Stocks-and-Stock-Mutual-Funds-101.c8288.htm
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Stocks and Stock Mutual Funds 101
Could You Be Responsible for Your Parents’ Nursing Home Bills?
http://www.partnersgrp.net/Could-You-Be-Responsible-for-Your-Parents-Nursing-Home-Bills.c9600.htm
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Insurance to Help Protect Your Business from Lawsuits
http://www.partnersgrp.net/Insurance-to-Help-Protect-Your-Business-from-Lawsuits.c9621.htm
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6 Reasons to Work with a Financial Professional no matter what life stage you’re in.
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http://www.partnersgrp.net/6-Reasons-to-Work-with-a-Financial-Professional.c9324.htm
PARTNERSGRP.NET
6 Reasons to Work with a Financial Professional
Are Your Investment Decisions Influenced by Emotions?
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http://www.partnersgrp.net/Are-Your-Investment-Decisions-Influenced-by-Emotions%3F.c9026.htm
PARTNERSGRP.NET
Are Your Investment Decisions Influenced by Emotions?
What Is a Required Minimum Distribution (RMD)? A RMD is the annual amount that must be withdrawn from a traditional IRA or a qualified retirement plan after the account owner reaches 72.
http://www.partnersgrp.net/Required-Minimum-Distributions.c1288.htm
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What Cash Management Tools Are Available? There are a number of short-term cash management instruments available to the individual establishing a sound cash management program.
http://www.partnersgrp.net/Cash-Management-Tools.c60.htm
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What Are the Pitfalls of Probate? Have you ever wondered what will happen to your estate after you die?
http://www.partnersgrp.net/Avoiding-Probate.c111.htm
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What Are the Pitfalls of Probate? Have you ever wondered what will happen to your estate after you die?
http://www.partnersgrp.net/Avoiding-Probate.c111.htm
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Three Questions to Consider During Open Enrollment
http://www.partnersgrp.net/Three-Questions-to-Consider-During-Open-Enrollment.c9632.htm
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Five Investment Tasks to Tackle by Year-End
http://www.partnersgrp.net/Five-Investment-Tasks-to-Tackle-by-Year-End.c9631.htm
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The Jobs Recovery: More Work to Be Done
http://www.partnersgrp.net/HOT-TOPIC-The-Jobs-Recovery-More-Work-to-Be-Done.c9638.htm
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Your Estate: Have You Looked at These Legal Documents Lately?http://www.partnersgrp.net/Your-Estate-Have-You-Looked-at-These-Legal-Documents-Lately.c9634.htm
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Four Steps to Rebuilding Your Business - Visualizing what a recovery might look like for operations post COVID-19.
http://www.partnersgrp.net/Four-Steps-to-Rebuilding-Your-Business.c9635.htm
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Passive, Active, or Both?
http://www.partnersgrp.net/Passive,-Active,-or-Both.c9633.htm
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Survivor Benefits - The decisions you make when claiming your Social Security retirement benefit could make a big difference to survivor benefits that might be available to your spouse.
http://www.partnersgrp.net/Survivor-Benefits-Provide-a-Financial-Lifeline.c9601.htm
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Setting a Retirement Savings Goal - It’s difficult to reach a destination unless you know where you’re heading.
http://www.partnersgrp.net/Setting-a-Retirement-Savings-Goal.c9535.htm
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Social Security May Offer a Lifetime of Protection, it is much more than a retirement program.
http://www.partnersgrp.net/Social-Security-May-Offer-a-Lifetime-of-Protection.c9551.htm
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Business or Hobby? It’s All About Taxes
http://www.partnersgrp.net/Business-or-Hobby-Its-All-About-Taxes.c9498.htm
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Wishing you and your family a happy, safe and healthy Thanksgiving. http://www.partnersgrp.net/
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Give and Receive with a Charitable Remainder Trust, Scientific research suggests it really is better to give than to receive.
http://www.partnersgrp.net/Give-and-Receive-with-a-Charitable-Remainder-Trust.c9496.htm
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Putting Your Nest Egg in Three Baskets - “You can’t time the market” is an old maxim, but you also might say, “You can’t always time retirement.”
http://www.partnersgrp.net/Putting-Your-Nest-Egg-in-Three-Baskets.c9645.htm
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How COVID-19 Has Changed Consumer Behavior and the Future of Retail
http://www.partnersgrp.net/HOT-TOPIC-How-COVID-19-Has-Changed-Consumer-Behavior-and-the-Future-of-Retail.c9653.htm
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What Is the Gift Tax? The federal gift tax applies to gifts of property or money while the donor is living.
http://www.partnersgrp.net/What-Is-the-Gift-Tax.c1285.htm
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Income Investors May Find Closed-End Funds on Sale - Most mutual funds are open ended, which means the investment company can issue and redeem fund shares to meet investor demand.
http://www.partnersgrp.net/Income-Investors-May-Find-Closed-End-Funds-on-Sale.c9647.htm
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Full House: Adult Children Coming Home - Almost 3 million adults moved in with a parent or grandparent during the months of March, April, and May 2020.
http://www.partnersgrp.net/Full-House-Adult-Children-Coming-Home.c9646.htm
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Should You Pay Off Student Loans Early or Save More for Retirement?
http://www.partnersgrp.net/Should-You-Pay-Off-Student-Loans-Early-or-Save-More-for-Retirement.c9644.htm
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Your Business: Could You Benefit from a Roth Conversion in 2020?
http://www.partnersgrp.net/Your-Business-Could-You-Benefit-from-a-Roth-Conversion-in-2020.c9648.htm
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Understanding Social Security and Medicare
http://www.partnersgrp.net/social-security-medicare.c5448.htm
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Thank you to all our clients …
http://www.partnersgrp.net
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To my clients, family and friends...
Five Investment Tasks to Tackle by Year-End
http://www.partnersgrp.net/Five-Investment-Tasks-to-Tackle-by-Year-End.c9631.htm
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Partners Financial Group, LLC updated their info in the about section.
Partners Financial Group, LLC updated their website address.
Partners Financial Group, LLC updated their address.
Five Tips to Regain Your Retirement Savings Focus in 2021
http://www.partnersgrp.net/Five-Tips-to-Regain-Your-Retirement-Savings-Focus-in-2021.c9655.htm
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Revisiting the 4% Rule - Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging.
http://www.partnersgrp.net/HOT-TOPIC-Revisiting-the-4--Rule.c9665.htm
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Prepare Your Finances for the Next Emergency read more…
http://www.partnersgrp.net/Prepare-Your-Finances-for-the-Next-Emergency.c9657.htm
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Money Market Funds in a Low Rate Environment read more...
http://www.partnersgrp.net/Money-Market-Funds-in-a-Low-Rate-Environment.c9656.htm
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Take Advantage of Deductions for Business Investments
http://www.partnersgrp.net/Take-Advantage-of-Deductions-for-Business-Investments.c9660.htm
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Gift vs. Inheritance: Consider the Tax Difference
http://www.partnersgrp.net/Gift-vs--Inheritance-Consider-the-Tax-Difference.c9659.htm
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How COVID-19 Has Changed Consumer Behavior and the Future of Retail
http://www.partnersgrp.net/HOT-TOPIC-How-COVID-19-Has-Changed-Consumer-Behavior-and-the-Future-of-Retail.c9653.htm
#FinancialServices #Retirement #Financial Planning
Gift vs. Inheritance: Consider the Tax Difference
http://www.partnersgrp.net/Gift-vs--Inheritance-Consider-the-Tax-Difference.c9659.htm
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Partners Financial Group, LLC updated their phone number.
Partners Financial Group, LLC updated their address.
Partners Financial Group, LLC updated their website address.
Managing Your Workplace Retirement Plan
http://www.partnersgrp.net/Managing-Your-Workplace-Retirement-Plan.c9565.htm
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How COVID-19 Has Changed Consumer Behavior and the Future of Retail
http://www.partnersgrp.net/HOT-TOPIC-How-COVID-19-Has-Changed-Consumer-Behavior-and-the-Future-of-Retail.c9653.htm
#FinancialServices #Retirement #Financial Planning
Partners Financial Group, LLC updated their phone number.
Partners Financial Group, LLC updated their address.
Partners Financial Group, LLC updated their website address.
Managing Your Workplace Retirement Plan
http://www.partnersgrp.net/Managing-Your-Workplace-Retirement-Plan.c9565.htm
#FinancialServices #Retirement #Financial Planning
How COVID-19 Has Changed Consumer Behavior and the Future of Retail
http://www.partnersgrp.net/HOT-TOPIC-How-COVID-19-Has-Changed-Consumer-Behavior-and-the-Future-of-Retail.c9653.htm
#FinancialServices #Retirement #Financial Planning
Partners Financial Group, LLC updated their phone number.
Partners Financial Group, LLC updated their address.
Partners Financial Group, LLC updated their website address.
Managing Your Workplace Retirement Plan
http://www.partnersgrp.net/Managing-Your-Workplace-Retirement-Plan.c9565.htm
#FinancialServices #Retirement #Financial Planning
How COVID-19 Has Changed Consumer Behavior and the Future of Retail
http://www.partnersgrp.net/HOT-TOPIC-How-COVID-19-Has-Changed-Consumer-Behavior-and-the-Future-of-Retail.c9653.htm
#FinancialServices #Retirement #Financial Planning
Partners Financial Group, LLC updated their phone number.
Partners Financial Group, LLC updated their address.
Partners Financial Group, LLC updated their website address.
Managing Your Workplace Retirement Plan
http://www.partnersgrp.net/Managing-Your-Workplace-Retirement-Plan.c9565.htm
#FinancialServices #Retirement #Financial Planning
How COVID-19 Has Changed Consumer Behavior and the Future of Retail
http://www.partnersgrp.net/HOT-TOPIC-How-COVID-19-Has-Changed-Consumer-Behavior-and-the-Future-of-Retail.c9653.htm
#FinancialServices #Retirement #Financial Planning
Partners Financial Group, LLC updated their phone number.
Partners Financial Group, LLC updated their address.
Partners Financial Group, LLC updated their website address.
Managing Your Workplace Retirement Plan
http://www.partnersgrp.net/Managing-Your-Workplace-Retirement-Plan.c9565.htm
#FinancialServices #Retirement #Financial Planning
How COVID-19 Has Changed Consumer Behavior and the Future of Retail
http://www.partnersgrp.net/HOT-TOPIC-How-COVID-19-Has-Changed-Consumer-Behavior-and-the-Future-of-Retail.c9653.htm
#FinancialServices #Retirement #Financial Planning
Partners Financial Group, LLC updated their phone number.
Partners Financial Group, LLC updated their address.
Partners Financial Group, LLC updated their website address.
Managing Your Workplace Retirement Plan
http://www.partnersgrp.net/Managing-Your-Workplace-Retirement-Plan.c9565.htm
#FinancialServices #Retirement #Financial Planning
How COVID-19 Has Changed Consumer Behavior and the Future of Retail
http://www.partnersgrp.net/HOT-TOPIC-How-COVID-19-Has-Changed-Consumer-Behavior-and-the-Future-of-Retail.c9653.htm
#FinancialServices #Retirement #Financial Planning
