Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
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?
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
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
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
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Errors and Omissions Insurance
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
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
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
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
Do you have a will? Is it updated?
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When Do You Need a Will?
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
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
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
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
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Protecting Your Home Against Flood Loss
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
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
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
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
TBAERWEALTHMANAGEMENT.COM
Understanding Marginal Income Tax Brackets
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
What do you need to know in the face of post COVID-19 volatility?
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Pullbacks, Corrections, and Bear Markets
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
How much do you know about stocks?
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How Stocks Work
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
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Planning for the Expected
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
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
TBAERWEALTHMANAGEMENT.COM
Should You Invest in Exchange Traded Funds?
Some simple, inexpensive energy-saving tips that may help you save money.
TBAERWEALTHMANAGEMENT.COM
A Penny Saved is Two Pennies Earned
Working in Retirement: New trend or same old story?
TBAERWEALTHMANAGEMENT.COM
Where Will Your Retirement Money Come From?
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Understanding the Basics of Medigap Policies
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
What every parent needs to know about insuring his or her #teen #driver. #insurance
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Buying Auto Insurance For Teen Drivers
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
TBAERWEALTHMANAGEMENT.COM
The Long Run: Women and Retirement
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Understanding the Basics of Medigap Policies
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
TBAERWEALTHMANAGEMENT.COM
The Long Run: Women and Retirement
It’s possible to avoid these classic #retirement traps, with a little preparation.
TBAERWEALTHMANAGEMENT.COM
Retirement Traps to Avoid
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
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?
Ever heard of a Roth 401(k)? Would one be right for you?
TBAERWEALTHMANAGEMENT.COM
What Is a Roth 401(k)?
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
TBAERWEALTHMANAGEMENT.COM
Social Security: The Elephant in the Room
There are four basic steps to calculating the value of an estate.
TBAERWEALTHMANAGEMENT.COM
Four Steps to Valuing an Estate
How prepared are you for retirement?
TBAERWEALTHMANAGEMENT.COM
The Pre-Retirement Checklist
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
When was the last time you paid yourself first?
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Pay Yourself First
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
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?
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
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Medicare vs. Medicaid
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
TBAERWEALTHMANAGEMENT.COM
Protecting Your Home Against Flood Loss
How prepared are you for retirement?
TBAERWEALTHMANAGEMENT.COM
The Pre-Retirement Checklist
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
TBAERWEALTHMANAGEMENT.COM
Immediate vs. Deferred Annuities
When was the last time you paid yourself first?
TBAERWEALTHMANAGEMENT.COM
Pay Yourself First
Over age 50? You may be able to catch-up on retirement.
TBAERWEALTHMANAGEMENT.COM
Catch-Up Contributions
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
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
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
Do you know how missing the best and worst market days might affect your #portfolio?
TBAERWEALTHMANAGEMENT.COM
It Was the Best of Times, It Was the Worst of Times
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
TBAERWEALTHMANAGEMENT.COM
Medicare vs. Medicaid
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
TBAERWEALTHMANAGEMENT.COM
The Long Run: Women and Retirement
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
TBAERWEALTHMANAGEMENT.COM
Should You Invest in Exchange Traded Funds?
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
TBAERWEALTHMANAGEMENT.COM
The Cycle of Investing
If you thought that payouts from life insurance are tax-free in all cases, think again.
TBAERWEALTHMANAGEMENT.COM
When Life Insurance Becomes Taxable
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
Whether you realize it or not, you’ve allocated your assets.
TBAERWEALTHMANAGEMENT.COM
A Decision Not Made Is Still a Decision
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
TBAERWEALTHMANAGEMENT.COM
The Long Run: Women and Retirement
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?
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
TBAERWEALTHMANAGEMENT.COM
Social Security: The Elephant in the Room
The savings rate is the government’s estimate of how much U.S. households are saving.
TBAERWEALTHMANAGEMENT.COM
U.S. Personal Savings Rate
Here are a few key factors to consider when naming an executor for your estate.
TBAERWEALTHMANAGEMENT.COM
And the Executor Is
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
TBAERWEALTHMANAGEMENT.COM
Events on Wall Street
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
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
Ben Franklin used compound interest to make big contributions to his two favorite cities.
TBAERWEALTHMANAGEMENT.COM
The Power of Compound Interest
Business owners should consider a succession plan sooner rather than later.
TBAERWEALTHMANAGEMENT.COM
Succeeding at Business Succession
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
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An Overview of Renter’s Insurance
Here are a few key factors to consider when naming an executor for your estate.
TBAERWEALTHMANAGEMENT.COM
And the Executor Is
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
TBAERWEALTHMANAGEMENT.COM
Events on Wall Street
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
TBAERWEALTHMANAGEMENT.COM
Monthly Market Insights | February 2021
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
TBAERWEALTHMANAGEMENT.COM
Understanding the Basics of Medigap Policies
M0 is the total of all physical currency worldwide. What’s it look like?
TBAERWEALTHMANAGEMENT.COM
How Big is Money?
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
TBAERWEALTHMANAGEMENT.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
TBAERWEALTHMANAGEMENT.COM
Medicare vs. Medicaid
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
TBAERWEALTHMANAGEMENT.COM
Understanding the Basics of Medigap Policies
M0 is the total of all physical currency worldwide. What’s it look like?
TBAERWEALTHMANAGEMENT.COM
How Big is Money?
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
TBAERWEALTHMANAGEMENT.COM
Protecting Your Home Against Flood Loss
Enlarge your perspective: understand the economic cycle and how it affects your investments.
TBAERWEALTHMANAGEMENT.COM
The Business Cycle
Your ideal #retirement may differ from reality, but we can work together to better align the two.
TBAERWEALTHMANAGEMENT.COM
RE: Retirement
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
TBAERWEALTHMANAGEMENT.COM
Monthly Market Insights | March 2021
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
Did you know that women control 51% of all personal wealth in the United States?
TBAERWEALTHMANAGEMENT.COM
Women on the Rise
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
TBAERWEALTHMANAGEMENT.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
TBAERWEALTHMANAGEMENT.COM
Silver Sneakers 101
When was the last time you updated your will?
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Will Power
Enlarge your perspective: understand the economic cycle and how it affects your investments.
TBAERWEALTHMANAGEMENT.COM
The Business Cycle
Your ideal #retirement may differ from reality, but we can work together to better align the two.
TBAERWEALTHMANAGEMENT.COM
RE: Retirement
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
TBAERWEALTHMANAGEMENT.COM
Monthly Market Insights | March 2021
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
TBAERWEALTHMANAGEMENT.COM
Test Your Life Insurance Knowledge
How many credit cards do you have?
TBAERWEALTHMANAGEMENT.COM
Spotting Credit Trouble
When the rules of the game change, tactics should follow in response to the new landscape.
TBAERWEALTHMANAGEMENT.COM
Revising Estate Strategy Assumptions
Your financial future is calling. Develop a strategy for your investments today.
TBAERWEALTHMANAGEMENT.COM
The Cost of Procrastination
Just entering retirement? Here's what you need to know.
TBAERWEALTHMANAGEMENT.COM
9 Facts About Retirement
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
TBAERWEALTHMANAGEMENT.COM
Silver Sneakers 101
When was the last time you updated your will?
TBAERWEALTHMANAGEMENT.COM
Will Power
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
TBAERWEALTHMANAGEMENT.COM
Healthy Body, Healthy Pocketbook
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
TBAERWEALTHMANAGEMENT.COM
Password Protection Strategies
As complex as the details of taxes can be, the income tax process is fairly straightforward.
TBAERWEALTHMANAGEMENT.COM
How Income Taxes Work
How many credit cards do you have?
TBAERWEALTHMANAGEMENT.COM
Spotting Credit Trouble
When the rules of the game change, tactics should follow in response to the new landscape.
TBAERWEALTHMANAGEMENT.COM
Revising Estate Strategy Assumptions
Your financial future is calling. Develop a strategy for your investments today.
TBAERWEALTHMANAGEMENT.COM
The Cost of Procrastination
