We all want to know, “What’s next for the financial markets?” But no one knows for sure.
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Where Is the Market Headed?
Do you have a will? Is it updated?
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When Do You Need a Will?
If you thought that payouts from life insurance are tax-free in all cases, think again.
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When Life Insurance Becomes Taxable
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
When was the last time you paid yourself first?
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Pay Yourself First
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
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
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
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
College, kids and costs.
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Getting a Head Start on College Savings
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
#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
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
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
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
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
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
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?
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
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
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
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Concerned about the social impact of your investments?
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Investing with Your Heart
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
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
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
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
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Encore Careers: Push Your Boundaries
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
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
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
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
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Encore Careers: Push Your Boundaries
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
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in 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
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
The savings rate is the government’s estimate of how much U.S. households are saving.
PULTROFINANCIALMANAGEMENT.COM
U.S. Personal Savings Rate
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in 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’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
Could you find acres of diamonds in your own backyard? Watch this video.
PULTROFINANCIALMANAGEMENT.COM
Acres of Diamonds
Even low inflation rates can impact your retirement outlook over time.
PULTROFINANCIALMANAGEMENT.COM
Inflation - Back to the Future
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
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
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
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
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
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
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
PULTROFINANCIALMANAGEMENT.COM
Retirement Redefined
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
What would happen to your loved ones if you were gone? Make financial preparations today.
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Variable Universal Life Insurance
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
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
When it comes to investing, you may be your own worst enemy.
PULTROFINANCIALMANAGEMENT.COM
Don’t Be Your Own Worst Enemy
Learn more about whether you need to pay estimated taxes.
PULTROFINANCIALMANAGEMENT.COM
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?
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
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
PULTROFINANCIALMANAGEMENT.COM
Types of Stock Market Analysis
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
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
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Why Medicare Should Be Part of Your Retirement Strategy
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
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
PULTROFINANCIALMANAGEMENT.COM
Monthly Market Insights | March 2021
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
PULTROFINANCIALMANAGEMENT.COM
Social Security: By the Numbers
