With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
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
Earnings season can move markets. Find out why.
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Earnings for All Seasons
#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
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
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
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
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
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
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
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
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Planning for the Expected
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
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
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
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
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Budgeting After a Divorce
There are benefits and limitations when using a living trust. #LivingTrust
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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
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
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
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
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
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
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
Do you have a will? Is it updated?
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When Do You Need a Will?
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
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
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
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
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
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
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
PELLETIERWEALTH.COM
“Dirty Dozen” Tax Scams to Watch For
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
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
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Breaking Down the Parts of Medicare
Even low inflation rates can impact your retirement outlook over time.
PELLETIERWEALTH.COM
Inflation - Back to the Future
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
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
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
You can help ensure that losing your wallet doesn't turn into something bigger.
PELLETIERWEALTH.COM
What to Do When You Lose Your Wallet
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
PELLETIERWEALTH.COM
Breaking Down the Parts of Medicare
Even low inflation rates can impact your retirement outlook over time.
PELLETIERWEALTH.COM
Inflation - Back to the Future
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
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
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
PELLETIERWEALTH.COM
What Do Your Taxes Pay For?
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
You can help ensure that losing your wallet doesn't turn into something bigger.
PELLETIERWEALTH.COM
What to Do When You Lose Your Wallet
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
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
If you don’t have an #estatestrategy, here’s some reasons why you should.
PELLETIERWEALTH.COM
Why Everyone Needs an Estate Strategy
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
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
PELLETIERWEALTH.COM
Financial Aid for Students 101
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
PELLETIERWEALTH.COM
Monthly Market Insights | February 2021
Periodic withdrawals in retirement may not be such a good idea.
PELLETIERWEALTH.COM
Systematic Withdrawals in Retirement
If you don’t have an #estatestrategy, here’s some reasons why you should.
PELLETIERWEALTH.COM
Why Everyone Needs an Estate Strategy
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
PELLETIERWEALTH.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
[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
Investors should understand the ways in which financial professionals are compensated for the services they provide.
PELLETIERWEALTH.COM
How Financial Professionals Are Compensated
Test your estate strategy knowledge with this short quiz.
PELLETIERWEALTH.COM
Test Your Estate Strategy Knowledge
Lifestyle inflation can be the enemy of wealth building.
PELLETIERWEALTH.COM
Keeping Up with the Joneses
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
PELLETIERWEALTH.COM
Monthly Market Insights | February 2021
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
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
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Insurance Needs Assessment: When You're Young and Single
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
PELLETIERWEALTH.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
PELLETIERWEALTH.COM
The Fed and How It Got That Way
Investors should understand the ways in which financial professionals are compensated for the services they provide.
PELLETIERWEALTH.COM
How Financial Professionals Are Compensated
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
Here are a few key factors to consider when naming an executor for your estate.
PELLETIERWEALTH.COM
And the Executor Is
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
PELLETIERWEALTH.COM
Stay Safe with a B.O.P. At Your Back
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
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Insurance Needs Assessment: When You're Young and Single
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
PELLETIERWEALTH.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
PELLETIERWEALTH.COM
Monthly Market Insights | March 2021
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
As complex as the details of taxes can be, the income tax process is fairly straightforward.
PELLETIERWEALTH.COM
How Income Taxes Work
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
How many credit cards do you have?
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Spotting Credit Trouble
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
PELLETIERWEALTH.COM
How Retirement Spending Changes With Time
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
PELLETIERWEALTH.COM
How to Make the Tax Code Work for You
Ben Franklin used compound interest to make big contributions to his two favorite cities.
PELLETIERWEALTH.COM
The Power of Compound Interest
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
PELLETIERWEALTH.COM
Monthly Market Insights | March 2021
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
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
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
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Medicare At 65+
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
How many credit cards do you have?
PELLETIERWEALTH.COM
Spotting Credit Trouble
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
