Your ideal #retirement may differ from reality, but we can work together to better align the two.
LIBRARY-MESSAGES.COM
RE: Retirement
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
LIBRARY-MESSAGES.COM
The Most Overlooked Item of Any Home Improvement
Saving for college doesn’t have to be as complicated as college itself.
LIBRARY-MESSAGES.COM
Saving for College 101
https://apple.news/AlE2pdTVFQSKGtK-4TgVSHA
APPLE.NEWS
Tesla’s Battery Day Starts Tuesday. Here’s How To Watch. — Barron's
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
LIBRARY-MESSAGES.COM
Understanding Marginal Income Tax Brackets
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
LIBRARY-MESSAGES.COM
How to Appeal Your Property Taxes
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
My first live video...
https://www.facebook.com/watch/?v=1249851435373190
Tom Cavaliere was live.
October 7 at 9:53 AM ·
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
LIBRARY-MESSAGES.COM
Estate Management 101
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
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
https://www.talloaksadvisors.com/resource-center/money/your-emergency-fund-how-much-is-enough
Tom Cavaliere was live.
October 14 at 11:37 AM ·
Cash Reserve - How much is enough?
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
https://fb.watch/1hF2G6kgnX/
#cybersecurity #cyberattack
Tom Cavaliere was live.
4 hrs ·
Do you have cyper security?
https://fb.watch/1hqDhk1wTD/
#election2020 #PresidentialDebate2020
Tom Cavaliere was live.
8 hrs ·
What should you do to prepare for #election2020?
https://www.facebook.com/632992413444136/posts/3511242352285780/?extid=0&d=n
Data Scribe
Yesterday at 3:32 PM ·
We are happy to be a part of Kansas City professional coming together to offer valuable resources to business owners and professional in the area!
Join us for our Webinar Series The 230th Day of March: What are you going to do!?
Week one we cover economic strategies and financial moves to make based on the impact of COVID and potential election outcomes.
https://www.subscribepage.com/230thdayofmarch
Protect yourself from identity theft. #IdentityTheft
LIBRARY-MESSAGES.COM
To Catch a Thief
https://www.subscribepage.com/230thdayofmarch
SUBSCRIBEPAGE.COM
www.subscribepage.com
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Nobel-prize-winning investment research.
LIBRARY-MESSAGES.COM
The Ivory Tower Changes Wall Street
The four most expensive words in the English language: “This time it's different” — Investor Sir John Templeton.
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Rebalancing Your Portfolio
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
https://fb.me/e/1DM73kFJi
THU, NOV 5 AT 3:45 AM CST
Can I sell/transition my business in a COVID-19 World?
The key to #healthcare in retirement might be a patchwork of different choices.
LIBRARY-MESSAGES.COM
Extended Care: A Patchwork of Possibilities
Do you know what your #insurance needs are, when you’re married, with children?
LIBRARY-MESSAGES.COM
Insurance Needs Assessment: Married With Children
How prepared are you for retirement?
LIBRARY-MESSAGES.COM
The Pre-Retirement Checklist
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Have you downloaded the new app? #LPLFinancial
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
Probate can be a complex process, filled with very specific legal requirements. Something to avoid?
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Problems with Probate
How much is enough for your emergency fund?
LIBRARY-MESSAGES.COM
Your Emergency Fund: How Much Is Enough?
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
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A Look at Whole Life Insurance
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
LIBRARY-MESSAGES.COM
Investments
THU, DEC 3 AT 3:45 PM CST
Webinar: Understanding Your Financials as a Business Owner
Do you have a will? Is it updated?
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When Do You Need a Will?
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
#HappyThanksgiving
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?
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
LIBRARY-MESSAGES.COM
Medicare Advantage 101
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
LIBRARY-MESSAGES.COM
Questions to Ask About Medicare
#LPLFinancial
LPL Financial
December 2 at 4:32 PM ·
#LPLNews: We’re excited to announce the acquisition of Waddell & Reed’s Wealth Management business and to enter into a long-term partnership with Macquarie!
Learn more about the partnership. http://ow.ly/PVqB50CB2uY
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
Would you like to attend?
https://www.linkedin.com/events/managingthemargins6743015688014770176/
LINKEDIN.COM
Managing the Margins | LinkedIn
Anybody know of someone looking for a job as a paralegal with some experience.
Also, anybody know of someone looking for a job as a bank teller.
https://fb.watch/2fKzSSrKbH/
#assetallocation #risktolerance
Tom Cavaliere was live.
December 8 at 4:28 PM ·
Have you rebalanced your account this year?
#assetallocation #risktolerance
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.
LIBRARY-MESSAGES.COM
Do You Owe The AMT?
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
LIBRARY-MESSAGES.COM
Medicare Advantage 101
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
LIBRARY-MESSAGES.COM
Monthly Market Insights | December 2020
Do you know what your #insurance needs are, when you’re married, with children?
LIBRARY-MESSAGES.COM
Insurance Needs Assessment: Married With Children
https://fb.watch/2sZtp4amGP/
#socialsecurity
When should you file for Social Security?
Tom Cavaliere was live.
December 18 at 5:24 PM ·
When should you start receiving #SocialSecurity ?
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
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Encore Careers: Push Your Boundaries
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
Would you like to attend?
https://www.linkedin.com/events/managingthemargins6743015688014770176/
LINKEDIN.COM
Managing the Margins | LinkedIn
Earnings season can move markets. Find out why.
LIBRARY-MESSAGES.COM
Earnings for All Seasons
Surprises crop up every day, and they’re a great reason to work with us.
LIBRARY-MESSAGES.COM
Surprises
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
LIBRARY-MESSAGES.COM
What If You Get Audited?
The key to #healthcare in retirement might be a patchwork of different choices.
LIBRARY-MESSAGES.COM
Extended Care: A Patchwork of Possibilities
Do you know what your #insurance needs are, when you’re married, with children?
LIBRARY-MESSAGES.COM
Insurance Needs Assessment: Married With Children
https://fb.watch/2sZtp4amGP/
#socialsecurity
When should you file for Social Security?
Tom Cavaliere was live.
December 18 at 5:24 PM ·
When should you start receiving #SocialSecurity ?
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Earnings season can move markets. Find out why.
LIBRARY-MESSAGES.COM
Earnings for All Seasons
Surprises crop up every day, and they’re a great reason to work with us.
LIBRARY-MESSAGES.COM
Surprises
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
LIBRARY-MESSAGES.COM
What If You Get Audited?
The key to #healthcare in retirement might be a patchwork of different choices.
LIBRARY-MESSAGES.COM
Extended Care: A Patchwork of Possibilities
Here are 4 unexpected locations that make great places to #raise your #family.
LIBRARY-MESSAGES.COM
Four Great, Unexpected Places to Raise a Family
What is up with the buzz with #bitcoin investing...
Tom Cavaliere was live.
January 5 at 6:30 PM ·
Do you know about #BITCOIN #CRYPTO cryptocurrency?
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
LIBRARY-MESSAGES.COM
Avoiding Cognitive Decline
Do your kids have the right stuff for college? #CollegePrep
LIBRARY-MESSAGES.COM
Countdown to College
The market is as unpredictable as the weather. We’re here to help you prepare.
LIBRARY-MESSAGES.COM
Forecast
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
LIBRARY-MESSAGES.COM
Disability and Your Finances
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
LIBRARY-MESSAGES.COM
Changing Unhealthy Behaviors
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
LIBRARY-MESSAGES.COM
Understanding Marginal Income Tax Brackets
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
LIBRARY-MESSAGES.COM
Monthly Market Insights | January 2021
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
LIBRARY-MESSAGES.COM
Understanding the SECURE Act
Here are 4 unexpected locations that make great places to #raise your #family.
LIBRARY-MESSAGES.COM
Four Great, Unexpected Places to Raise a Family
What is up with the buzz with #bitcoin investing...
Tom Cavaliere was live.
January 5 at 6:30 PM ·
Do you know about #BITCOIN #CRYPTO cryptocurrency?
After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees. #STIMULUS
https://fb.watch/35Cv1vfxCf/
Tom Cavaliere was live.
5 hrs ·
After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees. #STIMULUS
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
LIBRARY-MESSAGES.COM
Medicare vs. Medicaid
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
LIBRARY-MESSAGES.COM
Estate Management Checklist
Considering alternative investments? It’s critical to sort through the complexity. #video
LIBRARY-MESSAGES.COM
Alternative Investments - Going Mainstream
THU, JAN 28 AT 12:15 PM CST
Prepare, Don't Predict
https://www.fool.com/the-ascent/personal-finance/articles/if-your-stimulus-check-doesnt-come-by-jan-15-youll-have-to-file-a-return-to-get-it/ #stimuluscheck
FOOL.COM
If Your Stimulus Check Doesn't Come by Jan. 15, You'll Have to File a Return to Get it
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
LIBRARY-MESSAGES.COM
From Boats to Brokers
Considering crowdfunding? Take time to do the research first. #Crowdfunding
LIBRARY-MESSAGES.COM
Crowdfunding—Capital for the 21st Century
How will your investments weather the ups and downs of the business cycle?
LIBRARY-MESSAGES.COM
The Business Cycle
After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees. #STIMULUS #PPP #COVID19
https://fb.watch/35Cv1vfxCf/
Tom Cavaliere was live.
January 18 at 1:11 PM ·
After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees. #STIMULUS #COVID19 #PPP
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
LIBRARY-MESSAGES.COM
Medicare vs. Medicaid
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
LIBRARY-MESSAGES.COM
Estate Management Checklist
How do you find care for your special-needs child?
LIBRARY-MESSAGES.COM
Tips for Finding Care for Your Disabled Child
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
LIBRARY-MESSAGES.COM
“Dirty Dozen” Tax Scams to Watch For
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
LIBRARY-MESSAGES.COM
A Home Insurance Claim: To File Or Not To File
Three steps may make a difference if you find yourself suddenly single.
LIBRARY-MESSAGES.COM
Suddenly Single: 3 Steps to Take Now
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
LIBRARY-MESSAGES.COM
From Boats to Brokers
Considering crowdfunding? Take time to do the research first. #Crowdfunding
LIBRARY-MESSAGES.COM
Crowdfunding—Capital for the 21st Century
https://www.talloaksadvisors.com/blog/how-the-internet-gamed-wall-streets-short-sellers
TALLOAKSADVISORS.COM
How the Internet Gamed Wall Street’s Short Sellers
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
LIBRARY-MESSAGES.COM
Trends in Charitable Giving
https://www.foxbusiness.com/personal-finance/dave-ramsey-2021-skip-budget-year #daveramsey
FOXBUSINESS.COM
Dave Ramsey: 2021 is here, should you skip a budget this year?
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
LIBRARY-MESSAGES.COM
Coaches
How do you find care for your special-needs child?
LIBRARY-MESSAGES.COM
Tips for Finding Care for Your Disabled Child
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
LIBRARY-MESSAGES.COM
“Dirty Dozen” Tax Scams to Watch For
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.
LIBRARY-MESSAGES.COM
Do You Owe The AMT?
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
LIBRARY-MESSAGES.COM
Perception vs. Reality
As complex as the details of taxes can be, the income tax process is fairly straightforward.
LIBRARY-MESSAGES.COM
How Income Taxes Work
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
LIBRARY-MESSAGES.COM
Monthly Market Insights | February 2021
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
LIBRARY-MESSAGES.COM
An Overview of Renter’s Insurance
https://www.talloaksadvisors.com/blog/how-the-internet-gamed-wall-streets-short-sellers
TALLOAKSADVISORS.COM
How the Internet Gamed Wall Street’s Short Sellers
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
LIBRARY-MESSAGES.COM
When Does Your Personal Car Become a Commercial Vehicle?
There are benefits and limitations when using a living trust. #LivingTrust
LIBRARY-MESSAGES.COM
A Living Trust Primer
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
LIBRARY-MESSAGES.COM
How to Appeal Your Property Taxes
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.
LIBRARY-MESSAGES.COM
Do You Owe The AMT?
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
LIBRARY-MESSAGES.COM
Perception vs. Reality
As complex as the details of taxes can be, the income tax process is fairly straightforward.
LIBRARY-MESSAGES.COM
How Income Taxes Work
The tax rules that govern donating art are complex and confusing. #taxes #art
LIBRARY-MESSAGES.COM
Donating Art: Taxation Abstraction
Ever wonder about those free credit scores you get once a year? #creditscore #credit
LIBRARY-MESSAGES.COM
The Lowdown on Those Free Credit Scores
You’ll need to weigh several factors before retiring abroad.
LIBRARY-MESSAGES.COM
Thinking of Retiring Abroad?
Do you know how missing the best and worst market days might affect your #portfolio?
LIBRARY-MESSAGES.COM
It Was the Best of Times, It Was the Worst of Times
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
LIBRARY-MESSAGES.COM
When Does Your Personal Car Become a Commercial Vehicle?
There are benefits and limitations when using a living trust. #LivingTrust
LIBRARY-MESSAGES.COM
A Living Trust Primer
Test your estate strategy knowledge with this short quiz.
LIBRARY-MESSAGES.COM
Test Your Estate Strategy Knowledge
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
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Prescription Drug Benefits Under Medicare (Part D)
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
LIBRARY-MESSAGES.COM
Yours, Mine, and Ours: Estate Strategies for Second Marriages
The tax rules that govern donating art are complex and confusing. #taxes #art
LIBRARY-MESSAGES.COM
Donating Art: Taxation Abstraction
Ever wonder about those free credit scores you get once a year? #creditscore #credit
LIBRARY-MESSAGES.COM
The Lowdown on Those Free Credit Scores
You’ll need to weigh several factors before retiring abroad.
LIBRARY-MESSAGES.COM
Thinking of Retiring Abroad?
Ben Franklin used compound interest to make big contributions to his two favorite cities.
LIBRARY-MESSAGES.COM
The Power of Compound Interest
Check out this video on taxes. #IncomeTax
LIBRARY-MESSAGES.COM
The Facts About Income Tax
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
LIBRARY-MESSAGES.COM
Monthly Market Insights | March 2021
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
LIBRARY-MESSAGES.COM
What If You Get Audited?
The average college senior graduates with credit card debt. How will your kids manage money?
LIBRARY-MESSAGES.COM
Do Your Kids Know The Value of a Silver Spoon?
Test your estate strategy knowledge with this short quiz.
LIBRARY-MESSAGES.COM
Test Your Estate Strategy Knowledge
Take an inside look into Simplified Employee Pension plans.
LIBRARY-MESSAGES.COM
Is a SEP-IRA Right for Your Business?
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
LIBRARY-MESSAGES.COM
The Economic Journey of Your Morning Coffee
Ben Franklin used compound interest to make big contributions to his two favorite cities.
LIBRARY-MESSAGES.COM
The Power of Compound Interest
Check out this video on taxes. #IncomeTax
LIBRARY-MESSAGES.COM
The Facts About Income Tax
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
LIBRARY-MESSAGES.COM
Monthly Market Insights | March 2021
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
LIBRARY-MESSAGES.COM
What If You Get Audited?
Can group and private disability policies work together? #DisabilityInsurance
LIBRARY-MESSAGES.COM
Can Group, Private Disability Policies Work Together?
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
LIBRARY-MESSAGES.COM
How Retirement Spending Changes With Time
When considering a record keeping system for your business, you need to ask yourself some very important questions
LIBRARY-MESSAGES.COM
Keeping Good Records is Good Business
Three steps may make a difference if you find yourself suddenly single.
LIBRARY-MESSAGES.COM
Suddenly Single: 3 Steps to Take Now
Take an inside look into Simplified Employee Pension plans.
LIBRARY-MESSAGES.COM
Is a SEP-IRA Right for Your Business?
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
LIBRARY-MESSAGES.COM
The Economic Journey of Your Morning Coffee
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
LIBRARY-MESSAGES.COM
When Special Care Is Needed: The Special Needs Trust
#IRS #DELAY #filingtaxes
Tom Cavaliere was live.
Yesterday at 1:13 PM ·
IRS delays tax filing for 2020.
https://www.foxbusiness.com/economy/still-waiting-for-your-stimulus-check-why-you-should-file-your-taxes-before-new-may-17-deadline #stimuluscheck
FOXBUSINESS.COM
Still waiting for your stimulus check? Why you should file your taxes before new May 17 deadline
Here are a few key factors to consider when naming an executor for your estate.
LIBRARY-MESSAGES.COM
And the Executor Is
Considering alternative investments? It’s critical to sort through the complexity. #video
LIBRARY-MESSAGES.COM
Alternative Investments - Going Mainstream
Can group and private disability policies work together? #DisabilityInsurance
LIBRARY-MESSAGES.COM
Can Group, Private Disability Policies Work Together?
Protect yourself from identity theft. #IdentityTheft
LIBRARY-MESSAGES.COM
To Catch a Thief
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
LIBRARY-MESSAGES.COM
Why Medicare Should Be Part of Your Retirement Strategy
Concerned about the social impact of your investments?
LIBRARY-MESSAGES.COM
Page Not Found | Thomas Cavaliere
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
LIBRARY-MESSAGES.COM
Tax Rules When Selling Your Home
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
LIBRARY-MESSAGES.COM
When Special Care Is Needed: The Special Needs Trust
#IRS #DELAY #filingtaxes
Tom Cavaliere was live.
March 22 at 1:13 PM ·
IRS delays tax filing for 2020.
