Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
With high equity valuations, low bond yields, a looming election and flu season starting, we could see more volatility in Q4. @ceteraIM's Q4 #Outlook explains: https://bit.ly/340JBlQ
Many college students admit they don't know how much debt they've accumulated. Will your kids be the same?
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Do Your Kids Know The Value of a Silver Spoon?
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Does your #business need some digital help? Here are some new #apps that might help!
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Top New Digital Tools for Small Businesses
There are 4 things you should add to your family emergency kit in 2020. Check out the latest issue of Financial Watch: http://bit.ly/financialwatch-sept2020
Trump vs Biden. Do markets care who wins? @ceteraIM covers the path to electoral victory for both candidates and look at historical stock market returns during post-WWII 4-year presidential cycles in this latest commentary: https://bit.ly/31nO69V
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
It may seem like a good idea to close credit card accounts you no longer use to avoid annual fees or if you're not using rewards during the pandemic, but this may have an adverse impact on your credit. Read the latest issue of Retire Wise for more: http://bit.ly/retirewise-oct2020
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
There are benefits and limitations when using a living trust. #LivingTrust
SNBINVEST.COM
A Living Trust Primer
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
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
#Markets have their worst day in a month on #Covid concerns, #stimulus plan pessimism, and #election2020 uncertainty. Please check out this latest commentary: https://bit.ly/34tPNnW #economy #stockmarket
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
SNBINVEST.COM
From Boats to Brokers
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
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
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
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Working in Retirement: New trend or same old story?
SNBINVEST.COM
Where Will Your Retirement Money Come From?
The COVID-19 pandemic has taken a toll on many U.S. households. However, there are important steps you can take to regain control of your financial future. Check out the latest issue of Financial Watch: https://bit.ly/financialwatch-nov2020
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
RMDs are back. What's your strategy? Read more here: http://bit.ly/retirewise-feb21
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
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
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
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
