Appointing someone to manage your finances in an emergency can be a smart move for anyone with an income or assets.
NOLO.COM
Financial Powers of Attorney: Do You Need One?
Life insurance can potentially protect and even increase generational wealth in ways many people don't know about.
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How does life insurance fit into your plans?
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Stay Informed
Here's one way to help protect yourself from identity theft.
CONSUMERREPORTS.ORG
How to Delete Your Information From People-Search Sites
Parents have the chance to shape their kids' financial foundations. Do you think these five approaches are helpful?
LIFEHACK.ORG
5 Tips For Teaching Money Management To Children
Younger millennials are facing particular financial challenges during the pandemic. Here's a look at the current trends.
CNBC.COM
39% of younger millennials say the Covid-19 recession has them moving back home
The twice-monthly newsletter discusses everyday finance topics.
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Finance News and More
Are no-contact payment systems really safe? Here's what to know.
CONSUMERREPORTS.ORG
The Many Ways to Make Contactless Payments
Do you know anyone who could use this reminder?
NEXTAVENUE.ORG
Why Right Now Is a Great Time to Plan for Retirement
You've probably heard dozens of warnings about phishing scams and other fraud tactics, but the financial losses due to fraudsters have only been growing lately. Stay vigilant with these helpful tips.
CNBC.COM
Don't fall prey to these 4 common bank scams
Divorce happens. Here are a few areas of life that may be impacted when a marriage ends.
IDONTWANTTOBEPOOR.MYHOMEHQ.BIZ
Finances & Divorce: What to Know
Starting a new job (or know someone who is)? Make sure you cover these basics when reviewing and selecting benefits.
USATODAY.COM
Just got a job offer? Be smart about your new benefit choices like health coverage, 401(k) savings levels
There could be many ways to try stretching your funds during retirement. A recent podcast offers a few things to think about.
NEXTAVENUE.ORG
How to Spend Less in Retirement: Fewer Lattes or The Big Cut?
Whether you're saving more or less these days, it's important to review your plans and goals.
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Has your situation changed?
Keep in touch by subscribing to the twice-monthly newsletter.
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Finance News and Updates
Do you have questions about business expense deductions? The IRS has issued new guidance:
IRS.GOV
IRS issues final regulations on the deduction for meals and entertainment | Internal Revenue Service
Closing a business is rarely simple. Here are a few considerations to keep in mind.
CNBC.COM
Thinking of closing your business? Avoid these last-minute tax surprises
These financial losses don't have to happen. Here's what to watch out for.
AARP.ORG
Romance Scams Top List of Costly Scams for Older Adults
From timing to taxes, get to know your options.
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Considering Your Social Security Options
The twice-monthly newsletter discusses timely financial topics. Are you on the list?
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News and Insights
There's a lot to think about when it comes to claiming Social Security. Reach out if you ever have any questions.
NEXTAVENUE.ORG
When Should You Start Claiming Social Security?
Here's what some legal experts suggest when it comes to estate planning. Do you want to discuss what's right for you? Reach out anytime.
NATLAWREVIEW.COM
Top Ten Estate Planning Recommendations before the End of 2020
Want to see how Social Security benefits in the U.S. compare to other countries? Wondering about overall trends? Take a look.
CBPP.ORG
Policy Basics: Top Ten Facts about Social Security
Learn more about making sure your estate plan works the way you want it to.
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You Have an Estate Plan. Will It Work?
Do you have these essential documents organized and up to date? Here's what to know.
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4 Types of Legal Documents to Prepare
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Finance Insights
The IRS has released new information for taxpayers about standard deduction amounts, marginal rates and more. Take a look.
IRS.GOV
IRS provides tax inflation adjustments for tax year 2021 | Internal Revenue Service
The Securing a Strong Retirement Act of 2020 would affect RMD rules and student loan borrowers.
CNBC.COM
New retirement bill has perks for seniors, student loan borrowers
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Updates and Insights
How much can you really benefit from an employer 401(k) match? Find out:
CNBC.COM
Here's how much your company's 401(k) match could be worth in retirement
The IRS has outlined a few security tips to keep in mind during the holidays as well as 2021 tax season.
IRS.GOV
National Tax Security Awareness Week opens with warnings to all taxpayers and tax professionals as holidays, 2021 tax season approach | Internal Revenue Service
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Finance Insights and Updates
Do you want to support businesses who take good care of their employees? Here are a few that have boosted pay and benefits in 2020.
FINANCE.YAHOO.COM
These major retailers are spending millions of dollars to show employees appreciation
Here are a few guidelines for naming a qualified trustee.
FEDWEEK.COM
Making Sure Your Trustee is Trustworthy
Watch out for these common missteps, including lifestyle creep and inconsistent budgeting.
IDONTWANTTOBEPOOR.MYHOMEHQ.BIZ
5 Financial Mistakes Even Wealthy People Make
Here's some information remote workers may want to keep on their radar.
CNBC.COM
Working remotely from different states? You could face additional state taxes next year
Are you curious about the tax rules for working from home? Here's an overview -- and as always, reach out with any questions you have.
NEXTAVENUE.ORG
The Tax Rules for Home Businesses and Working From Home
No one knows exactly what this year will hold, but these strategies may help you stay on track no matter what.
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Looking Ahead: What to Consider for 2021
The twice-monthly newsletter brings helpful finance updates and insights to your inbox.
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Stay on Track
The IRS has added a question about cryptocurrency transactions to the new form 1040. Here's what to keep in mind.
FINANCE.YAHOO.COM
IRS is ‘setting the trap’ for bitcoin and virtual currency investors on 2020 tax form
As the wealthiest portion of the population gets older, it makes sense that businesses are pivoting to meet their needs.
BARRONS.COM
Aging Could Be the Next Booming Business
Stay informed this year by signing up for the twice-monthly newsletter.
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Finance Insights
Feel free to share this information with someone who hasn't started planning yet. Do you have questions about estate planning? Reach out anytime.
NEXTAVENUE.ORG
Estate Planning Basics You Need to Know
Have questions about sustainable investing? Find out how ESG factors may vary by company and industry.
CNBC.COM
Here's how companies factor in environmental, social and corporate governance concerns
Get ready for tax season by reviewing a few essentials.
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5 Tax Considerations to Keep in Mind
Are you surprised to hear that Gen Xers are more anxious about money than baby boomers?
NEXTAVENUE.ORG
Why Gen Xers Are Way More Worried About Money Than Boomers
Find out how a few small foundations are making surprisingly far-reaching impacts.
NYTIMES.COM
Small Donations Aiming to Make a Big Splash
Have you factored in these potential costs? Find out how to prepare.
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These 3 Expenses Can Surprise Retirees
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Finance Updates and More
What will travel spending look like this year? No one knows for sure, of course, but here are a few possible trends to know about.
MONEY.YAHOO.COM
Here's what travel will look like this year
Here's the official overview of filing season dates and guidance for taxpayers from the IRS.
IRS.GOV
2021 tax filing season begins Feb. 12; IRS outlines steps to speed refunds during pandemic | Internal Revenue Service
Find out how to help protect your wealth in 2021.
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4 Ideas to Help Safeguard Your Assets
The twice-monthly newsletter brings timely and helpful information to your inbox.
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Finance News and Updates
Are you wondering about the security of peer-to-peer transaction platforms? Find out how you can help protect against fraud and financial loss.
CONSUMERREPORTS.ORG
Why P2P Payment Apps Aren't as Safe as Credit Cards
Here's the official overview of filing season dates and guidance for taxpayers from the IRS.
IRS.GOV
2021 tax filing season begins Feb. 12; IRS outlines steps to speed refunds during pandemic | Internal Revenue Service
Find out how to help protect your wealth in 2021.
IDONTWANTTOBEPOOR.MYHOMEHQ.BIZ
4 Ideas to Help Safeguard Your Assets
The twice-monthly newsletter brings timely and helpful information to your inbox.
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Finance News and Updates
Are you wondering about the security of peer-to-peer transaction platforms? Find out how you can help protect against fraud and financial loss.
CONSUMERREPORTS.ORG
Why P2P Payment Apps Aren't as Safe as Credit Cards
The twice-monthly newsletter brings timely insights to your inbox.
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Finance Insights and News
This information may help you (or your older relatives) avoid online scams. Take a look:
KIPLINGER.COM
Retirees, Protect Yourself From Thieves Online | Kiplinger
During the pandemic, Americans have been abandoning cash in favor of making contactless payments. Do you think "tap and go" transactions are here to stay?
CNBC.COM
Another consequence of Covid: a world without cash
Have questions about helping your grandchildren with their education? Find out about 529 college savings plans and more.
NEXTAVENUE.ORG
How Grandparents Can Help Pay for College - Next Avenue
Find out how to help protect your wealth in 2021.
IDONTWANTTOBEPOOR.MYHOMEHQ.BIZ
4 Ideas to Help Safeguard Your Assets
The twice-monthly newsletter brings timely and helpful information to your inbox.
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Finance News and Updates
Planning ahead? Find out how 10 types of retirement income may be taxed.
KIPLINGER.COM
How 10 Types of Retirement Income Get Taxed | Kiplinger
Are you wondering about the ins and outs of transferring wealth thoughtfully? Here are a few details to keep in mind.
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Giving and Receiving Wealth: What to Consider
The twice-monthly newsletter brings timely insights to your inbox.
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Finance Insights and News
This information may help you (or your older relatives) avoid online scams. Take a look:
KIPLINGER.COM
Retirees, Protect Yourself From Thieves Online | Kiplinger
During the pandemic, Americans have been abandoning cash in favor of making contactless payments. Do you think "tap and go" transactions are here to stay?
CNBC.COM
Another consequence of Covid: a world without cash
Have questions about helping your grandchildren with their education? Find out about 529 college savings plans and more.
NEXTAVENUE.ORG
How Grandparents Can Help Pay for College - Next Avenue
Did you know millennials now represent the largest share of homebuyers in the U.S.?
BLOOMBERG.COM
Millennials Are Changing the Luxury Real Estate Market
What are the financial details to know about divorce? Learn about the tax implications of splitting up assets and more.
CNBC.COM
A divorce can derail your finances. Here are some money mistakes to avoid
BACK TO NORMAL- 1 minute video
As we talk about getting back to normal in our daily lives, have you ever considered what normal is like for the stock market?
SWANDFW.NET
Mind Games - Swan DFW Financial Solultions, LLC
A quick note on staying humble in crazy markets.
SWANDFW.NET
Intellectual Humility - Swan DFW Financial Solultions, LLC
Planning ahead? Find out how 10 types of retirement income may be taxed.
KIPLINGER.COM
How 10 Types of Retirement Income Get Taxed | Kiplinger
Are you wondering about the ins and outs of transferring wealth thoughtfully? Here are a few details to keep in mind.
IDONTWANTTOBEPOOR.MYHOMEHQ.BIZ
Giving and Receiving Wealth: What to Consider
Everyone's goals are a little different, but it might be helpful to review these common milestones as you build your own plan.
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Retirement Milestones for Your 50s
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Stay Informed
Did you know millennials now represent the largest share of homebuyers in the U.S.?
BLOOMBERG.COM
Millennials Are Changing the Luxury Real Estate Market
What are the financial details to know about divorce? Learn about the tax implications of splitting up assets and more.
CNBC.COM
A divorce can derail your finances. Here are some money mistakes to avoid
BACK TO NORMAL- 1 minute video
As we talk about getting back to normal in our daily lives, have you ever considered what normal is like for the stock market?
SWANDFW.NET
Mind Games - Swan DFW Financial Solultions, LLC
A quick note on staying humble in crazy markets.
SWANDFW.NET
Intellectual Humility - Swan DFW Financial Solultions, LLC
