[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
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
When was the last time you paid yourself first?
PROSPERITYNEO.COM
Pay Yourself First
Learn the language of life insurance.
PROSPERITYNEO.COM
Term vs. Permanent Life Insurance
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
PROSPERITYNEO.COM
Insurance Needs Assessment: When You're Young and Single
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
How literate are you when it comes to your finances? Brush up with these five basics.
PROSPERITYNEO.COM
The Five Basics of Financial Literacy
Do you know the difference between a global mutual fund and an international mutual fund?
PROSPERITYNEO.COM
Global and International Funds
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare 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
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
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
PROSPERITYNEO.COM
Critical Estate Documents
Nobel-prize-winning investment research.
PROSPERITYNEO.COM
The Ivory Tower Changes Wall Street
I hope this posting finds you healthy and not too bored during this extraordinary year. We are excited to introduce Prosperity N.E.O.’s First Wednesday Series!
Every month on the first Wednesday, we’ll present a timely topic for you via Zoom. The best part is that you don’t have to leave home! For the time being, all workshops will be virtual. Once you RSVP, we’ll send you the link invite.
Our first workshop is Wednesday, January 6th at 6:30pm (Eastern):
While nothing can ease the burden of losing a loved one, preparing for the inevitable can help ease the burden for those closest to you. Jeremy Schusterman, Regional Vice President of The Equitable will be sharing and discussing the Share Your Love Family Discussion Guide. This guide can serve as a framework to help in the tough task of sharing critical information with your family in case of emergencies, or worse.
Please RSVP to Danielle at danielle@prosperityneo.com For those that RSVP by January 2nd, we’ll hand deliver a Prosperity N.E.O. swag bag with the Discussion Guide, Prosperity goodies, some hot chocolate mix and cookies. We promise it will be worth your time!
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Check out this video on taxes. #IncomeTax
PROSPERITYNEO.COM
The Facts About Income Tax
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
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
PROSPERITYNEO.COM
Understanding Homeowner’s Insurance
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
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
PROSPERITYNEO.COM
Insuring Your Business Against Cyber Liability
