When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
When was the last time you updated your will?
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Will Power
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Does your #insurance cover you if you get into an accident with an uninsured driver?
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Protection Against Uninsured Drivers
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
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
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Have you heard these three common misconceptions about #SocialSecurity?
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Don't Buy The Hype
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
Second homes have unique risks and insuring them is different than a primary home.
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Insuring Your Second Home
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
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
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
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?
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
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.
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Do You Owe The AMT?
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
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
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
Social host laws may make you responsible for underage drinking in your home, even if you are away.
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Teen Drinking and Your Liability
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
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?
How prepared are you for retirement?
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The Pre-Retirement Checklist
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
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
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
REDFISH-CAP.COM
When Heirs are Imperfect
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.
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Do You Owe The AMT?
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
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
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Redfish Capital Management updated their address.
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
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The Three Keys to a Great Password
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Children with special needs may need ongoing help after theirparents are gone.
REDFISH-CAP.COM
4 Steps to Protecting a Child with Disabilities
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
REDFISH-CAP.COM
Insurance Needs Assessment: When You're Young and Single
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
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
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
M0 is the total of all physical currency worldwide. What’s it look like?
REDFISH-CAP.COM
How Big is Money?
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
REDFISH-CAP.COM
Password Protection Strategies
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
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
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?
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Retirement may change your perception of investment risk.
REDFISH-CAP.COM
Your Changing Definition of Risk in Retirement
That big list of dreams and goals isn't the only way to look at your bucket list.
REDFISH-CAP.COM
A New Way to Look at Your Bucket List
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
Generate income and rebuild principal. A powerful one-two punch.
REDFISH-CAP.COM
Split Annuity Strategy
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
REDFISH-CAP.COM
Money that Buys Good Health is Never Ill Spent
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
REDFISH-CAP.COM
Certain Uncertainties in Retirement
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
When the rules of the game change, tactics should follow in response to the new landscape.
REDFISH-CAP.COM
Revising Estate Strategy Assumptions
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
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
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:
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The Basics of Medicare
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
When the rules of the game change, tactics should follow in response to the new landscape.
REDFISH-CAP.COM
Revising Estate Strategy Assumptions
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
REDFISH-CAP.COM
Budgeting After a Divorce
What does it actually cost to raise a child? You might be surprised.
REDFISH-CAP.COM
The Half Million Dollar Baby
How prepared are you for retirement?
REDFISH-CAP.COM
The Pre-Retirement Checklist
Have a kid heading off to college? Here are a few tips.
REDFISH-CAP.COM
A Cheat Sheet for Sending Your Kid to College
The market is as unpredictable as the weather. We’re here to help you prepare.
REDFISH-CAP.COM
Forecast
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
Check out this video on taxes. #IncomeTax
REDFISH-CAP.COM
The Facts About Income Tax
The average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
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
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
REDFISH-CAP.COM
Budgeting After a Divorce
Redfish Capital Management updated their address.
Redfish Capital Management updated their website address.
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
REDFISH-CAP.COM
Critical Estate Documents
The tax rules that govern donating art are complex and confusing. #taxes #art
REDFISH-CAP.COM
Donating Art: Taxation Abstraction
Check out My Family Office. Just because you may not have the wealth to get the fantastic services of a family office doesn't mean you don't deserve to. Redfish Capital Management has created this for you.
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My Family Office
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
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Understanding Homeowner’s Insurance
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
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
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
Redfish Capital Management updated their address.
Are you ready for school—again?
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Estimating the Cost of College
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
REDFISH-CAP.COM
The Value of Insuring Against Life’s Risks
You face sequence of returns risk. Know what it is? #investing #investmentrisk
MYF.MG
myf.mg
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
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Understanding Homeowner’s Insurance
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
REDFISH-CAP.COM
Weighing the Benefits of Prepaid Debit Cards
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
Currency has been around for a long time. Here’s a quick #history lesson.
REDFISH-CAP.COM
The History of Currency
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
REDFISH-CAP.COM
Social Security Benefits: How Much Will I Receive
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
REDFISH-CAP.COM
What If You Get Audited?
Are you ready for school—again?
REDFISH-CAP.COM
Estimating the Cost of College
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
REDFISH-CAP.COM
The Value of Insuring Against Life’s Risks
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.
MYF.MG
Do You Owe The AMT?
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
REDFISH-CAP.COM
How to Make the Tax Code Work for You
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
REDFISH-CAP.COM
When Special Care Is Needed: The Special Needs Trust
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?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
REDFISH-CAP.COM
IRA Withdrawals that Escape the 10% Tax Penalty
Currency has been around for a long time. Here’s a quick #history lesson.
REDFISH-CAP.COM
The History of Currency
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
REDFISH-CAP.COM
Building Your Legacy
Do you have a will? Is it updated?
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When Do You Need a Will?
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
REDFISH-CAP.COM
Immediate vs. Deferred Annuities
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.
MYF.MG
Do You Owe The AMT?
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
REDFISH-CAP.COM
How to Make the Tax Code Work for You
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
REDFISH-CAP.COM
When Special Care Is Needed: The Special Needs Trust
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
REDFISH-CAP.COM
Changing Unhealthy Behaviors
Does it make more sense to push back #retirement, or not to retire at all?
REDFISH-CAP.COM
Should You Ever Retire?
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 101
Lifestyle inflation can be the enemy of wealth building.
REDFISH-CAP.COM
Keeping Up with the Joneses
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
REDFISH-CAP.COM
Monthly Market Insights | March 2021
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
REDFISH-CAP.COM
Building Your Legacy
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
REDFISH-CAP.COM
Tax Deductions You Won't Believe
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
REDFISH-CAP.COM
The Anatomy of an Index
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
REDFISH-CAP.COM
Creative Ways to Motivate Your Employees
As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?
REDFISH-CAP.COM
Dreaming Up an Active Retirement
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
REDFISH-CAP.COM
Changing Unhealthy Behaviors
Does it make more sense to push back #retirement, or not to retire at all?
REDFISH-CAP.COM
Should You Ever Retire?
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
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The ABC’s of Auto Insurance
A home is the single largest financial commitment for most people. What mortgage fits you best?
REDFISH-CAP.COM
Choosing a Mortgage
Do you know how missing the best and worst market days might affect your #portfolio?
REDFISH-CAP.COM
It Was the Best of Times, It Was the Worst of Times
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
REDFISH-CAP.COM
Tax Deductions You Won't Believe
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
REDFISH-CAP.COM
The Anatomy of an Index
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
REDFISH-CAP.COM
Creative Ways to Motivate Your Employees
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Concerned about the social impact of your investments?
REDFISH-CAP.COM
Investing with Your Heart
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
REDFISH-CAP.COM
The ABC’s of Auto Insurance
