15-year vs. 30-year: know your refinancing options.
PERSONALWEALTHPARTNERS.COM
Lots of Variables with Fixed-Rate Mortgages
NERDWALLET.COM
Zooming More, Driving Less: When to Ditch Your Car - NerdWallet
There are ways to protect your business in the event of your death or the death of a partner.
PERSONALWEALTHPARTNERS.COM
Insuring Your Business With a Buy/Sell Agreement
A will can play a key role in your estate strategy, regardless of your net worth. (VIDEO)
PERSONALWEALTHPARTNERS.COM
When Do You Need a Will?
A contested presidential vote tops the list of investors' fears -- despite coronavirus, widespread unemployment, and the deadlock over another stimulus bill...
FOOL.COM
What the Stock Market Did Last Time There Was a Contested Election | The Motley Fool
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
PERSONALWEALTHPARTNERS.COM
Mutual Funds vs. ETFs
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
PERSONALWEALTHPARTNERS.COM
Personal Finance Tips for Military Families
ENTREPRENEUR.COM
7 of the Best Podcasts About Investing
Developing a retirement strategy? It's critical to know the differences between investment types.
PERSONALWEALTHPARTNERS.COM
Traditional vs. Roth IRA
How are your tax dollars spent?
PERSONALWEALTHPARTNERS.COM
What Do Your Taxes Pay For?
USATODAY.COM
Baby boomers believe they will have a better retirement than their parents, kids, survey finds
CNET.COM
New stimulus check requirements? Two opposing qualifications on the table
Could your portfolio benefit from a zero-coupon bond?
PERSONALWEALTHPARTNERS.COM
The ABCs of Zero Coupon Bonds
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
PERSONALWEALTHPARTNERS.COM
The Other Sure Thing
Reading is one of the best ways out of a rut of negativity. By drawing from the perspectives of others, you can start to develop a philosophy that will help get you where you want to be...
ENTREPRENEUR.COM
7 Books For Maximizing Life Satisfaction During Uncertain Times
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
PERSONALWEALTHPARTNERS.COM
Red Flags for Tax Auditors
Did you know that women control 51% of all personal wealth in the United States?
PERSONALWEALTHPARTNERS.COM
Women on the Rise
FORBES.COM
The One-Two Punch Back At The Pandemic: Sustainability And Digital
MARKETWATCH.COM
New home sales dip slightly in September, but remain strong going into fall
Do you know how missing the best and worst market days might affect your #portfolio?
PERSONALWEALTHPARTNERS.COM
It Was the Best of Times, It Was the Worst of Times
#marketwatch
MARKETWATCH.COM
Investors pine for a ‘clear victory’ — what’s at stake for markets in Trump-Biden election showdown
You’re the conductor of your 401k, IRA and taxable savings.
PERSONALWEALTHPARTNERS.COM
Orchestrating Your Retirement Accounts
Light Reading: Treasury Department Federal Tax Regulation Guide. How many pages have you read?
PERSONALWEALTHPARTNERS.COM
Understanding Marginal Income Tax Brackets
FORBES.COM
American Housing Is In A Full-Fledged Boom
ATHEIST-CVNT.MEDIUM.COM
US Government Finally Sue Google Over Their Anti-Competitive Tactics
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
PERSONALWEALTHPARTNERS.COM
Estate Management Checklist
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
PERSONALWEALTHPARTNERS.COM
Changing Unhealthy Behaviors
Buying a home may be your largest financial commitment. Which loan is best for your situation?
PERSONALWEALTHPARTNERS.COM
Fixed or Variable Mortgage, Which Should You Pick?
ENTREPRENEUR.COM
This advice from my dad made me change careers
Learn the language of life insurance.
PERSONALWEALTHPARTNERS.COM
Term vs. Permanent Life Insurance
The market is as unpredictable as the weather. We’re here to help you prepare.
PERSONALWEALTHPARTNERS.COM
Forecast
INVESTOPEDIA.COM
Why These Are the Most Valuable Brands of 2020
M0 is the total of all physical currency worldwide. What’s it look like?
PERSONALWEALTHPARTNERS.COM
How Big is Money?
INVESTOPEDIA.COM
U.S. Markets Rally on Positive Vaccine News From Moderna
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
PERSONALWEALTHPARTNERS.COM
How to Make the Tax Code Work for You
Earnings season can move markets. Find out why.
PERSONALWEALTHPARTNERS.COM
Earnings for All Seasons
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.
PERSONALWEALTHPARTNERS.COM
Estate Management 101
MARKETWATCH.COM
Another bullish factor for the S&P 500: strong seasonal trends come with Thanksgiving turkey
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
PERSONALWEALTHPARTNERS.COM
How to Appeal Your Property Taxes
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
PERSONALWEALTHPARTNERS.COM
What is the Value of Your Business?
What does it actually cost to raise a child? You might be surprised.
PERSONALWEALTHPARTNERS.COM
The Half Million Dollar Baby
You face sequence of returns risk. Know what it is? #investing #investmentrisk
PERSONALWEALTHPARTNERS.COM
The Investment Risk No One’s Ever Heard Of
KIPLINGER.COM
12 States That Won't Tax Your Retirement Income | Kiplinger
FOOL.COM
Can You Claim the Lifetime Learning Credit (LLC) for Your Taxes? | The Motley Fool
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
PERSONALWEALTHPARTNERS.COM
Budgeting After a Divorce
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
PERSONALWEALTHPARTNERS.COM
How to Appeal Your Property Taxes
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
PERSONALWEALTHPARTNERS.COM
What is the Value of Your Business?
Many have heard they should avoid probate; do you understand what probate is and how it works?
PERSONALWEALTHPARTNERS.COM
Problems with Probate
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
PERSONALWEALTHPARTNERS.COM
Once Upon a Goal
You face sequence of returns risk. Know what it is? #investing #investmentrisk
PERSONALWEALTHPARTNERS.COM
The Investment Risk No One’s Ever Heard Of
KIPLINGER.COM
12 States That Won't Tax Your Retirement Income | Kiplinger
FOOL.COM
Can You Claim the Lifetime Learning Credit (LLC) for Your Taxes? | The Motley Fool
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
PERSONALWEALTHPARTNERS.COM
Budgeting After a Divorce
Concerned about identity theft? Some things to leave at home. #IdentityTheft
PERSONALWEALTHPARTNERS.COM
Please Leave Home Without It
Did you know that women control 51% of all personal wealth in the United States?
PERSONALWEALTHPARTNERS.COM
Women on the Rise
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
PERSONALWEALTHPARTNERS.COM
When Special Care Is Needed: The Special Needs Trust
ENTREPRENEUR.COM
How to Live Abroad and Save More Money
NEXTAVENUE.ORG
Having 'Enough' for Retirement
Many have heard they should avoid probate; do you understand what probate is and how it works?
PERSONALWEALTHPARTNERS.COM
Problems with Probate
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
PERSONALWEALTHPARTNERS.COM
Life and Death of a Twenty Dollar Bill
AARP.ORG
11 Ways to Protect Yourself From Fraud
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
PERSONALWEALTHPARTNERS.COM
Protecting Your Home Against Flood Loss
Concerned about identity theft? Some things to leave at home. #IdentityTheft
PERSONALWEALTHPARTNERS.COM
Please Leave Home Without It
Did you know that women control 51% of all personal wealth in the United States?
PERSONALWEALTHPARTNERS.COM
Women on the Rise
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
PERSONALWEALTHPARTNERS.COM
When Special Care Is Needed: The Special Needs Trust
Considering alternative investments? It’s critical to sort through the complexity. #video
PERSONALWEALTHPARTNERS.COM
Alternative Investments - Going Mainstream
THRIVEGLOBAL.COM
5 Good Habits of Successful People
Learn about strategies that use tax-deferred tools in creative and effective ways.
PERSONALWEALTHPARTNERS.COM
Split Annuity Strategy
MARKETWATCH.COM
Why Gen X is far more financially fragile than boomers
A will is a powerful tool for distributing assets, but most people don’t have one. Is your up to date?
PERSONALWEALTHPARTNERS.COM
Will Power
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
PERSONALWEALTHPARTNERS.COM
Life and Death of a Twenty Dollar Bill
MARKETWATCH.COM
‘New and improved’ PPP loans help small businesses hard hit by COVID-19 — but there’s a deadline to get the money
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
PERSONALWEALTHPARTNERS.COM
Money that Buys Good Health is Never Ill Spent
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
PERSONALWEALTHPARTNERS.COM
Retiring Wild: National Parks and You
Considering alternative investments? It’s critical to sort through the complexity. #video
PERSONALWEALTHPARTNERS.COM
Alternative Investments - Going Mainstream
THRIVEGLOBAL.COM
5 Good Habits of Successful People
Learn about strategies that use tax-deferred tools in creative and effective ways.
PERSONALWEALTHPARTNERS.COM
Split Annuity Strategy
Childhood attitudes and habits can determine your child's health in his or her adult years.
PERSONALWEALTHPARTNERS.COM
Raising Healthy Children
As complex as the details of taxes can be, the income tax process is fairly straightforward.
PERSONALWEALTHPARTNERS.COM
How Income Taxes Work
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
PERSONALWEALTHPARTNERS.COM
Mortgages in Retirement
MARKETWATCH.COM
‘New and improved’ PPP loans help small businesses hard hit by COVID-19 — but there’s a deadline to get the money
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
PERSONALWEALTHPARTNERS.COM
Money that Buys Good Health is Never Ill Spent
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
PERSONALWEALTHPARTNERS.COM
Retiring Wild: National Parks and You
Some simple, inexpensive energy-saving tips that may help you save money.
PERSONALWEALTHPARTNERS.COM
A Penny Saved is Two Pennies Earned
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
PERSONALWEALTHPARTNERS.COM
Errors and Omissions Insurance
Childhood attitudes and habits can determine your child's health in his or her adult years.
PERSONALWEALTHPARTNERS.COM
Raising Healthy Children
As complex as the details of taxes can be, the income tax process is fairly straightforward.
PERSONALWEALTHPARTNERS.COM
How Income Taxes Work
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
PERSONALWEALTHPARTNERS.COM
Mortgages in Retirement
MARKETWATCH.COM
‘New and improved’ PPP loans help small businesses hard hit by COVID-19 — but there’s a deadline to get the money
Learn the language of life insurance.
PERSONALWEALTHPARTNERS.COM
Term vs. Permanent Life Insurance
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
PERSONALWEALTHPARTNERS.COM
Social Security: The $64,000 Question
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
PERSONALWEALTHPARTNERS.COM
Red Flags for Tax Auditors
Some simple, inexpensive energy-saving tips that may help you save money.
PERSONALWEALTHPARTNERS.COM
A Penny Saved is Two Pennies Earned
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
PERSONALWEALTHPARTNERS.COM
Errors and Omissions Insurance
Childhood attitudes and habits can determine your child's health in his or her adult years.
PERSONALWEALTHPARTNERS.COM
Raising Healthy Children
Ben Franklin used compound interest to make big contributions to his two favorite cities.
PERSONALWEALTHPARTNERS.COM
The Power of Compound Interest
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
PERSONALWEALTHPARTNERS.COM
Budgeting After a Divorce
FOOL.COM
Want to Save More for Retirement? Treat It Like Netflix | The Motley Fool
IDEAS.TED.COM
Job loss or setback left you feeling defeated? How to pull yourself up
Learn the language of life insurance.
PERSONALWEALTHPARTNERS.COM
Term vs. Permanent Life Insurance
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
PERSONALWEALTHPARTNERS.COM
Social Security: The $64,000 Question
Thinking of volunteering in retirement? Some considerations. #Volunteering
PERSONALWEALTHPARTNERS.COM
Volunteering in Retirement
Marketplace looks at the legal questions arising from market manipulation. More @
MARKETPLACE.ORG
Is it legal to purposely bankrupt a hedge fund?
CNBC looks at potential long term effects of the recent trading spikes. More @
CNBC.COM
Reddit trading frenzy could cause ‘systemic event’ in markets, strategist says
CNBC.COM
GameStop mania may not have been the retail trader rebellion it was perceived to be, data shows
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
PERSONALWEALTHPARTNERS.COM
The Financial Literacy Crisis
FT.COM
Buffered ETF popularity surges but regulatory hurdle threatens
Learn how #insurance #deductibles work, and how they can help you save money.
PERSONALWEALTHPARTNERS.COM
How Insurance Deductibles Work
You can help ensure that losing your wallet doesn't turn into something bigger.
PERSONALWEALTHPARTNERS.COM
What to Do When You Lose Your Wallet
Thinking of volunteering in retirement? Some considerations. #Volunteering
PERSONALWEALTHPARTNERS.COM
Volunteering in Retirement
Marketplace looks at the legal questions arising from market manipulation. More @
MARKETPLACE.ORG
Is it legal to purposely bankrupt a hedge fund?
CNBC looks at potential long term effects of the recent trading spikes. More @
CNBC.COM
Reddit trading frenzy could cause ‘systemic event’ in markets, strategist says
CNBC.COM
GameStop mania may not have been the retail trader rebellion it was perceived to be, data shows
An ILIT could play a role in your estate strategy.
PERSONALWEALTHPARTNERS.COM
A Primer on Irrevocable Life Insurance Trusts
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
PERSONALWEALTHPARTNERS.COM
A Fruitful Retirement: Social Security Benefit
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
PERSONALWEALTHPARTNERS.COM
Jane Bond: Decoding Diversification
Learn how #insurance #deductibles work, and how they can help you save money.
PERSONALWEALTHPARTNERS.COM
How Insurance Deductibles Work
You can help ensure that losing your wallet doesn't turn into something bigger.
PERSONALWEALTHPARTNERS.COM
What to Do When You Lose Your Wallet
Thinking of volunteering in retirement? Some considerations. #Volunteering
PERSONALWEALTHPARTNERS.COM
Volunteering in Retirement
Earnings season can move markets. Find out why.
PERSONALWEALTHPARTNERS.COM
Earnings for All Seasons
Do you have a will? Is it updated?
PERSONALWEALTHPARTNERS.COM
When Do You Need a Will?
An ILIT could play a role in your estate strategy.
PERSONALWEALTHPARTNERS.COM
A Primer on Irrevocable Life Insurance Trusts
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
PERSONALWEALTHPARTNERS.COM
A Fruitful Retirement: Social Security Benefit
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
PERSONALWEALTHPARTNERS.COM
Jane Bond: Decoding Diversification
Learn how #insurance #deductibles work, and how they can help you save money.
PERSONALWEALTHPARTNERS.COM
How Insurance Deductibles Work
10 tips that can head-off marriage money problems.
PERSONALWEALTHPARTNERS.COM
Prevent a Rift: Money Tips for Newlyweds
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
PERSONALWEALTHPARTNERS.COM
Life and Death of a Twenty Dollar Bill
MORNINGBREW.COM
Key Performance Indicators: February 24
Video on Demand: The Facts About Income Tax.
PERSONALWEALTHPARTNERS.COM
The Facts About Income Tax
Earnings season can move markets. Find out why.
PERSONALWEALTHPARTNERS.COM
Earnings for All Seasons
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
PERSONALWEALTHPARTNERS.COM
Questions to Ask About Medicare
10 tips that can head-off marriage money problems.
PERSONALWEALTHPARTNERS.COM
Prevent a Rift: Money Tips for Newlyweds
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
PERSONALWEALTHPARTNERS.COM
Life and Death of a Twenty Dollar Bill
MORNINGBREW.COM
Key Performance Indicators: February 24
THEPENNYHOARDER.COM
10 Things We Know About the Stimulus Bill’s $3,000 Child Tax Credits
Investors should understand the ways in which financial professionals are compensated for the services they provide.
PERSONALWEALTHPARTNERS.COM
How Financial Professionals Are Compensated
Lifestyle inflation can be the enemy of wealth building.
PERSONALWEALTHPARTNERS.COM
Keeping Up with the Joneses
As complex as the details of taxes can be, the income tax process is fairly straightforward.
PERSONALWEALTHPARTNERS.COM
How Income Taxes Work
69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:
PERSONALWEALTHPARTNERS.COM
How to Conquer the World - 5 Financial Strategies for Savvy Single Women
A #homewarranty may make sense, but you need to set proper expectations.
PERSONALWEALTHPARTNERS.COM
Making Sense Of A Home Warranty
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
PERSONALWEALTHPARTNERS.COM
How to Appeal Your Property Taxes
THEPENNYHOARDER.COM
10 Things We Know About the Stimulus Bill’s $3,000 Child Tax Credits
Investors should understand the ways in which financial professionals are compensated for the services they provide.
PERSONALWEALTHPARTNERS.COM
How Financial Professionals Are Compensated
Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:
PERSONALWEALTHPARTNERS.COM
Medicare Advantage Plans (Medicare Part C)
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
PERSONALWEALTHPARTNERS.COM
Medicare vs. Medicaid
Have a strategy for discussing healthcare with your parents. #AgingParents
PERSONALWEALTHPARTNERS.COM
Caring for Aging Parents
A #homewarranty may make sense, but you need to set proper expectations.
PERSONALWEALTHPARTNERS.COM
Making Sense Of A Home Warranty
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
PERSONALWEALTHPARTNERS.COM
How to Appeal Your Property Taxes
