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
In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data.
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Monthly Market Insights | September 2020
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
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
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
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…
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
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
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
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
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
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 #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
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
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Red Flags for Tax Auditors
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
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
