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Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
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?
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
When was the last time you paid yourself first?
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Pay Yourself First
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
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
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
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
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
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
When was the last time you paid yourself first?
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Pay Yourself First
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
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
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
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
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
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Should You Invest in Exchange Traded Funds?
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
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Mortgages in Retirement
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
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
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