Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
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Planning for the Expected
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Does your business have a retirement strategy that fits your short, long-term needs?
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Choosing a Retirement Plan that Fits Your Business
What would happen to your loved ones if you were gone? Make financial preparations today.
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Variable Universal Life Insurance
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?
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
Long-term care: three words many people hope they'll never need.
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Understanding Long-Term Care
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
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
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
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
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?
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
How many credit cards do you have?
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Spotting Credit Trouble
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
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
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
There are ways to protect your business in the event of your death or the death of a partner.
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Insuring Your Business With a Buy/Sell Agreement
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
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Jane Bond: Decoding Diversification
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
$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
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
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
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
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?
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
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Gap Insurance for Leased Cars
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
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Errors and Omissions Insurance
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
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?
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
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?
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
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Errors and Omissions Insurance
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
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 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 tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
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?
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
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Errors and Omissions Insurance
[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
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
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 tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
[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
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
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?
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
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
When was the last time you updated your will?
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Will Power
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
[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
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
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
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
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
When was the last time you updated your will?
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Will Power
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
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
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
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
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
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
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
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
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
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 does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
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
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
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
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
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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From Boats to Brokers
College, kids and costs.
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Getting a Head Start on College Savings
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
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
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
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
