Does your #insurance cover you if you get into an accident with an uninsured driver?
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Protection Against Uninsured Drivers
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
If you thought that payouts from life insurance are tax-free in all cases, think again.
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When Life Insurance Becomes Taxable
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
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
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Concerned about the social impact of your investments?
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Investing with Your Heart
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 101
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
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
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
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
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 was the last time you paid yourself first?
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Pay Yourself First
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
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
Concerned about the social impact of your investments?
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Investing with Your Heart
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
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
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
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
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
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 101
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
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
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Marginal tax bracket and holding period affect capital gains taxes. Learn more.
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Capital Gains Tax Estimator
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
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
#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
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
Your #insurance needs don’t stay the same when the nest empties, but what changes?
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Insurance Needs Assessment: For Empty Nesters and Retirees
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:
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Replacing Your Medicare Card
[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
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
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
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
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
[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
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
PASTOREFINANCIALGROUP.COM
Monthly Market Insights | January 2021
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
PASTOREFINANCIALGROUP.COM
Understanding the SECURE Act
How do you find care for your special-needs child?
PASTOREFINANCIALGROUP.COM
Tips for Finding Care for Your Disabled Child
Learn more about whether you need to pay estimated taxes.
PASTOREFINANCIALGROUP.COM
You May Need to Make Estimated Tax Payments If…
Do you know how missing the best and worst market days might affect your #portfolio?
PASTOREFINANCIALGROUP.COM
It Was the Best of Times, It Was the Worst of Times
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
PASTOREFINANCIALGROUP.COM
Social Security: Five Facts You Need to Know
The sooner you begin investing, the longer your money can work for you.
PASTOREFINANCIALGROUP.COM
The Cost of Procrastination
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
PASTOREFINANCIALGROUP.COM
The Fed and How It Got That Way
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
PASTOREFINANCIALGROUP.COM
Silver Sneakers 101
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
Learn more about whether you need to pay estimated taxes.
PASTOREFINANCIALGROUP.COM
You May Need to Make Estimated Tax Payments If…
Do you know how missing the best and worst market days might affect your #portfolio?
PASTOREFINANCIALGROUP.COM
It Was the Best of Times, It Was the Worst of Times
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
PASTOREFINANCIALGROUP.COM
Social Security: Five Facts You Need to Know
Have you heard these three common misconceptions about #SocialSecurity?
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Don't Buy The Hype
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
PASTOREFINANCIALGROUP.COM
Red Flags for Tax Auditors
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
PASTOREFINANCIALGROUP.COM
When Special Care Is Needed: The Special Needs Trust
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
PASTOREFINANCIALGROUP.COM
Silver Sneakers 101
The tax rules that govern donating art are complex and confusing. #taxes #art
PASTOREFINANCIALGROUP.COM
Donating Art: Taxation Abstraction
How do you find care for your special-needs child?
PASTOREFINANCIALGROUP.COM
Tips for Finding Care for Your Disabled Child
The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill. #SocialSecurity
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Social Security Taxes
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
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
PASTOREFINANCIALGROUP.COM
Investments
Have you heard these three common misconceptions about #SocialSecurity?
PASTOREFINANCIALGROUP.COM
Don't Buy The Hype
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
PASTOREFINANCIALGROUP.COM
Red Flags for Tax Auditors
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
PASTOREFINANCIALGROUP.COM
When Special Care Is Needed: The Special Needs Trust
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
PASTOREFINANCIALGROUP.COM
Medicare Advantage 101
M0 is the total of all physical currency worldwide. What’s it look like?
PASTOREFINANCIALGROUP.COM
How Big is Money?
The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill. #SocialSecurity
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Social Security Taxes
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
PASTOREFINANCIALGROUP.COM
Yours, Mine, and Ours: Estate Strategies for Second Marriages
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
PASTOREFINANCIALGROUP.COM
Investments
Have you heard these three common misconceptions about #SocialSecurity?
PASTOREFINANCIALGROUP.COM
Don't Buy The Hype
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
PASTOREFINANCIALGROUP.COM
When Heirs are Imperfect
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
PASTOREFINANCIALGROUP.COM
Tax Rules When Selling Your Home
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
PASTOREFINANCIALGROUP.COM
Medicare Advantage 101
M0 is the total of all physical currency worldwide. What’s it look like?
PASTOREFINANCIALGROUP.COM
How Big is Money?
The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill. #SocialSecurity
PASTOREFINANCIALGROUP.COM
Social Security Taxes
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
PASTOREFINANCIALGROUP.COM
Yours, Mine, and Ours: Estate Strategies for Second Marriages
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
PASTOREFINANCIALGROUP.COM
A Home Insurance Claim: To File Or Not To File
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
PASTOREFINANCIALGROUP.COM
A Fruitful Retirement: Social Security Benefit
If you don’t have an #estatestrategy, here’s some reasons why you should.
PASTOREFINANCIALGROUP.COM
Why Everyone Needs an Estate Strategy
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
PASTOREFINANCIALGROUP.COM
When Heirs are Imperfect
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
PASTOREFINANCIALGROUP.COM
Tax Rules When Selling Your Home
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
PASTOREFINANCIALGROUP.COM
Medicare Advantage 101
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
PASTOREFINANCIALGROUP.COM
A Home Insurance Claim: To File Or Not To File
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
PASTOREFINANCIALGROUP.COM
A Fruitful Retirement: Social Security Benefit
If you don’t have an #estatestrategy, here’s some reasons why you should.
PASTOREFINANCIALGROUP.COM
Why Everyone Needs an Estate Strategy
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
PASTOREFINANCIALGROUP.COM
When Heirs are Imperfect
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
Investors should understand the ways in which financial professionals are compensated for the services they provide.
PASTOREFINANCIALGROUP.COM
How Financial Professionals Are Compensated
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
PASTOREFINANCIALGROUP.COM
A Home Insurance Claim: To File Or Not To File
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
PASTOREFINANCIALGROUP.COM
A Fruitful Retirement: Social Security Benefit
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
PASTOREFINANCIALGROUP.COM
Red Flags for Tax Auditors
Wall Street has a lot of cliches. How many do you know?
#WallStreet
PASTOREFINANCIALGROUP.COM
16 Wall Street Cliches in 60 Seconds
Three important questions to consider before you start taking #SocialSecurity.
PASTOREFINANCIALGROUP.COM
Three Key Questions to Answer Before Taking Social Security
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
PASTOREFINANCIALGROUP.COM
How to Retire Early
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
PASTOREFINANCIALGROUP.COM
Five Most Overlooked Tax Deductions
Investors should understand the ways in which financial professionals are compensated for the services they provide.
PASTOREFINANCIALGROUP.COM
How Financial Professionals Are Compensated
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.
PASTOREFINANCIALGROUP.COM
Estate Management 101
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
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Medicare vs. Medicaid
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
PASTOREFINANCIALGROUP.COM
Tax Deductions You Won't Believe
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
PASTOREFINANCIALGROUP.COM
Red Flags for Tax Auditors
Wall Street has a lot of cliches. How many do you know?
#WallStreet
PASTOREFINANCIALGROUP.COM
16 Wall Street Cliches in 60 Seconds
Three important questions to consider before you start taking #SocialSecurity.
PASTOREFINANCIALGROUP.COM
Three Key Questions to Answer Before Taking Social Security
