Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
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
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
We are so excited to see the success of our very own Richard Tyroler and Jason Forstot helping the amazing Alzheimer's Association! Wishing them continued support in all of their efforts for the upcoming Walk to End Alzheimer's!
Jill NugentBoca Raton Walk to End Alzheimer's
September 18 at 8:04 AM ·
🥳Welcome to our newest Champions Club Members! Barbara Chaplik Shashoua Jodi Friedman Tara Auclair Jason Forstot Richard Tyroler 🥳
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
SWANWEALTHMG.COM
An Overview of Renter’s Insurance
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 101
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Congratulations to Richard Tyroler and Jason Forstot on their hard work for the Alzheimer's Association! SWAN Wealth Management Group is climbing up the Top Team ladder!
Stef MardarBoca Raton Walk to End Alzheimer's
October 2 at 12:37 PM ·
Congratulations to our current top 10 teams!! 💜💜
Being healthy may help your personal finances.
SWANWEALTHMG.COM
Putting a Price Tag On Your Health
The sooner you begin investing, the longer your money can work for you.
SWANWEALTHMG.COM
The Cost of Procrastination
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
Childhood attitudes and habits can determine your child's health in his or her adult years.
SWANWEALTHMG.COM
Raising Healthy Children
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
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
Do you have a will? Is it updated?
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When Do You Need a Will?
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
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
Happy Veterans Day to our soldiers, both past and present. We owe you our thanks, but more than that, we owe you our freedom.
There are benefits and limitations when using a living trust. #LivingTrust
SWANWEALTHMG.COM
A Living Trust Primer
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
SWANWEALTHMG.COM
Monthly Market Insights | February 2021
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
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
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
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
