When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
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
A home is the single largest financial commitment for most people. What mortgage fits you best?
PROSPERITYCONNECT.COM
Choosing a Mortgage
Long-term care: three words many people hope they'll never need.
PROSPERITYCONNECT.COM
Understanding Long-Term Care
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
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 checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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www.prosperityconnect.com
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
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
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
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
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Do you have a will? Is it updated?
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When Do You Need a Will?
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
How much do you know about stocks?
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How Stocks Work
An ILIT could play a role in your estate strategy.
PROSPERITYCONNECT.COM
A Primer on Irrevocable Life Insurance Trusts
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Working in Retirement: New trend or same old story?
PROSPERITYCONNECT.COM
Where Will Your Retirement Money Come From?
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
PROSPERITYCONNECT.COM
Certain Uncertainties in Retirement
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
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
PROSPERITYCONNECT.COM
Trends in Charitable Giving
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
PROSPERITYCONNECT.COM
Tax Deductions You Won't Believe
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
PROSPERITYCONNECT.COM
From Boats to Brokers
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
PROSPERITYCONNECT.COM
Yours, Mine and Ours: Estate Strategies for Second Marriages
Learn more about whether you need to pay estimated taxes.
PROSPERITYCONNECT.COM
You May Need to Make Estimated Tax Payments If…
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
PROSPERITYCONNECT.COM
Are Alternative Investments Right for You?
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
PROSPERITYCONNECT.COM
Social Security: Maximizing Benefits
Buying a home may be your largest financial commitment. Which loan is best for your situation?
PROSPERITYCONNECT.COM
Fixed or Variable Mortgage, Which Should You Pick?
Even low inflation rates can impact your retirement outlook over time.
PROSPERITYCONNECT.COM
Inflation - Back to the Future
Second homes have unique risks and insuring them is different than a primary home.
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Insuring Your Second Home
Childhood attitudes and habits can determine your child's health in his or her adult years.
PROSPERITYCONNECT.COM
Raising Healthy Children
When was the last time you updated your will?
PROSPERITYCONNECT.COM
Will Power
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
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
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
PROSPERITYCONNECT.COM
Do You Owe The AMT?
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
PROSPERITYCONNECT.COM
Creative Ways to Motivate Your Employees
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
PROSPERITYCONNECT.COM
A Home Insurance Claim: To File Or Not To File
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
PROSPERITYCONNECT.COM
Do You Owe The AMT?
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
PROSPERITYCONNECT.COM
Creative Ways to Motivate Your Employees
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
PROSPERITYCONNECT.COM
How to Appeal Your Property Taxes
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
PROSPERITYCONNECT.COM
To Buy or Not to Buy
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
PROSPERITYCONNECT.COM
A Home Insurance Claim: To File Or Not To File
Have a strategy for discussing healthcare with your parents. #AgingParents
PROSPERITYCONNECT.COM
Caring for Aging Parents
Check out this video on taxes. #IncomeTax
PROSPERITYCONNECT.COM
The Facts About Income Tax
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
PROSPERITYCONNECT.COM
Do You Owe The AMT?
Did you know that women control 51% of all personal wealth in the United States?
PROSPERITYCONNECT.COM
Women on the Rise
Your financial future is calling. Develop a strategy for your investments today.
PROSPERITYCONNECT.COM
The Cost of Procrastination
You can help ensure that losing your wallet doesn't turn into something bigger.
PROSPERITYCONNECT.COM
What to Do When You Lose Your Wallet
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
PROSPERITYCONNECT.COM
How to Appeal Your Property Taxes
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
PROSPERITYCONNECT.COM
To Buy or Not to Buy
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
PROSPERITYCONNECT.COM
A Home Insurance Claim: To File Or Not To File
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
PROSPERITYCONNECT.COM
Are Alternative Investments Right for You?
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
PROSPERITYCONNECT.COM
A New Way to Look at Your Bucket List
Developing a retirement strategy? It's critical to know the differences between investment types.
PROSPERITYCONNECT.COM
Traditional vs. Roth IRA
Did you know that women control 51% of all personal wealth in the United States?
PROSPERITYCONNECT.COM
Women on the Rise
Your financial future is calling. Develop a strategy for your investments today.
PROSPERITYCONNECT.COM
The Cost of Procrastination
You can help ensure that losing your wallet doesn't turn into something bigger.
PROSPERITYCONNECT.COM
What to Do When You Lose Your Wallet
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
PROSPERITYCONNECT.COM
Creative Ways to Motivate Your Employees
Some simple, inexpensive energy-saving tips that may help you save money.
PROSPERITYCONNECT.COM
A Penny Saved is Two Pennies Earned
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
PROSPERITYCONNECT.COM
Are Alternative Investments Right for You?
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
PROSPERITYCONNECT.COM
A New Way to Look at Your Bucket List
Developing a retirement strategy? It's critical to know the differences between investment types.
PROSPERITYCONNECT.COM
Traditional vs. Roth IRA
Did you know that women control 51% of all personal wealth in the United States?
PROSPERITYCONNECT.COM
Women on the Rise
There are many factors to consider before tapping retirement money to pay for college.
PROSPERITYCONNECT.COM
Should You Tap Retirement Savings to Fund College?
Buying a home may be your largest financial commitment. Which loan is best for your situation?
PROSPERITYCONNECT.COM
Fixed or Variable Mortgage, Which Should You Pick?
Are you ready for school—again?
PROSPERITYCONNECT.COM
Estimating the Cost of College
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
PROSPERITYCONNECT.COM
Creative Ways to Motivate Your Employees
Some simple, inexpensive energy-saving tips that may help you save money.
PROSPERITYCONNECT.COM
A Penny Saved is Two Pennies Earned
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
PROSPERITYCONNECT.COM
Are Alternative Investments Right for You?
What should you look for in a personal finance app?
PROSPERITYCONNECT.COM
What to Look for in Personal Finance Apps
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
PROSPERITYCONNECT.COM
Investing for Impact
There are many factors to consider before tapping retirement money to pay for college.
PROSPERITYCONNECT.COM
Should You Tap Retirement Savings to Fund College?
Buying a home may be your largest financial commitment. Which loan is best for your situation?
PROSPERITYCONNECT.COM
Fixed or Variable Mortgage, Which Should You Pick?
Are you ready for school—again?
PROSPERITYCONNECT.COM
Estimating the Cost of College
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
PROSPERITYCONNECT.COM
Creative Ways to Motivate Your Employees
What should you look for in a personal finance app?
PROSPERITYCONNECT.COM
What to Look for in Personal Finance Apps
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
PROSPERITYCONNECT.COM
Investing for Impact
There are many factors to consider before tapping retirement money to pay for college.
PROSPERITYCONNECT.COM
Should You Tap Retirement Savings to Fund College?
Buying a home may be your largest financial commitment. Which loan is best for your situation?
PROSPERITYCONNECT.COM
Fixed or Variable Mortgage, Which Should You Pick?
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
PROSPERITYCONNECT.COM
Tax Rules When Selling Your Home
Business owners should consider a succession plan sooner rather than later.
PROSPERITYCONNECT.COM
Succeeding at Business Succession
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
PROSPERITYCONNECT.COM
“Dirty Dozen” Tax Scams to Watch For
Being healthy may help your personal finances.
PROSPERITYCONNECT.COM
Putting a Price Tag On Your Health
What should you look for in a personal finance app?
PROSPERITYCONNECT.COM
What to Look for in Personal Finance Apps
