Is your retirement portfolio subject to “sequence of returns” danger?
PREMIERPLANNINGINC.COM
Retirement Income and the Traditional Portfolio
The global economy can seem like an abstract concept, yet it influences our everyday lives in both obvious and subtle ways. Nowhere is this clearer than in the current economic state amid the throes of the pandemic.
VISUALCAPITALIST.COM
The $88 Trillion World Economy in One Chart
Do you need umbrella insurance? Find out more. #LiabilityInsurance
PREMIERPLANNINGINC.COM
Keep Your Umbrella Handy
To give you ideas for future trips, trigger reminiscences about adventures abroad or simply to help you wonder virtually, these travel photos will inspire you.
FORBES.COM
World’s Best Photos Of Travel: 20 Finalists In Agora 2020 Contest
It’s a time to reflect—and move forward.
FORBES.COM
From Sheryl Sandberg To Tory Burch: Power Women Pay Tribute To Ruth Bader Ginsburg
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
PREMIERPLANNINGINC.COM
Immediate vs. Deferred Annuities
Could your portfolio benefit from a zero-coupon bond?
PREMIERPLANNINGINC.COM
The ABCs of Zero Coupon Bonds
Are you ready for school—again?
PREMIERPLANNINGINC.COM
Estimating the Cost of College
The FAFSA is available each year on Oct. 1 for the following school year. This article does a nice job of outlining what you need to know in order to prepare for the 21-22 school year.
FORBES.COM
The FAFSA Opens Today For 2021-22. Here's What You Need To Know
The end of the year is approaching and a new one will soon begin, so this is the right time to think about what you have done in 2020 and what you could do in 2021.
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
PREMIERPLANNINGINC.COM
Monthly Market Insights | October 2020
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
PREMIERPLANNINGINC.COM
Social Security: Five Facts You Need to Know
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
PREMIERPLANNINGINC.COM
Understanding Marginal Income Tax Brackets
How to create better financial habits - no matter what's going on in the world
MARKETWATCH.COM
How to create better financial habits — no matter what’s going on in the world
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
PREMIERPLANNINGINC.COM
What If You Get Audited?
Presidential elections can seem be divisive and unsettling. But when it comes to investing, do elections really matter all that much? This 8-page report answers top questions on investing in election years.
CAPITALGROUP.COM
www.capitalgroup.com
Here are 4 unexpected locations that make great places to #raise your #family.
PREMIERPLANNINGINC.COM
Four Great, Unexpected Places to Raise a Family
Perfect for a moment when people are craving the outdoors more than ever, this year’s list included a number of natural locations. What's on your travel bucket list?
FORBES.COM
Bucket List Travel: Top 10 Places In The World And Top 29 In The U.S.
Caregiving can be a tough topic to discuss, but it’s a conversation families need to have before the need arises. https://bit.ly/36P3AWc
Future caregivers’ expectations are far from reality. Make sure you have a plan to maintain financial security so you can be there to support your loved ones when they need it. https://bit.ly/3lP8GrT
Should gold be a part of your diversified portfolio?
PREMIERPLANNINGINC.COM
Should I Invest in Gold?
There are many factors to consider before tapping retirement money to pay for college.
PREMIERPLANNINGINC.COM
Should You Tap Retirement Savings to Fund College?
The resources landscape is shifting for small business owners
NYTIMES.COM
For Small-Business Owners, a Shifting Landscape of Resources
The resources landscape is shifting for small business owners
NYTIMES.COM
For Small-Business Owners, a Shifting Landscape of Resources
Many states have unique and specific provisions regarding the taxation of Social Security benefits, which can be broken into a few broad categories. This map breaks it down.
MARKETWATCH.COM
37 states don’t tax your Social Security benefits — make that 38 in 2022
You can help ensure that losing your wallet doesn't turn into something bigger.
PREMIERPLANNINGINC.COM
What to Do When You Lose Your Wallet
How literate are you when it comes to your finances? Brush up with these five basics.
PREMIERPLANNINGINC.COM
The Five Basics of Financial Literacy
Have a look at 91 movies and TV series to stream during Black History Month.
FASTCOMPANY.COM
91 movies and TV shows to stream for Black History Month
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
PREMIERPLANNINGINC.COM
The SECURE Act
The earliest you can file your 2020 taxes is February 12.
FASTCOMPANY.COM
When can I file my taxes? Here’s why the IRS won’t let you right now, even if you wanted to
