Do you have a will? Is it updated?
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When Do You Need a Will?
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
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
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
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?
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
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
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
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
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
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
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
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
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?
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
How prepared are you for retirement?
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The Pre-Retirement Checklist
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
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
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
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
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
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
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
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
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?
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
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
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
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
THRIVEFINANCIALPLANNING.COM
Red Flags for Tax Auditors
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
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
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Budgeting After a Divorce
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
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Where Is the Market Headed?
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
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?
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
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Budgeting After a Divorce
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
THRIVEFINANCIALPLANNING.COM
Where Is the Market Headed?
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
THRIVEFINANCIALPLANNING.COM
Creative Ways to Motivate Your Employees
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
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
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?
Childhood attitudes and habits can determine your child's health in his or her adult years.
THRIVEFINANCIALPLANNING.COM
Raising Healthy Children
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
THRIVEFINANCIALPLANNING.COM
Budgeting After a Divorce
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
THRIVEFINANCIALPLANNING.COM
Where Is the Market Headed?
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
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
How prepared are you for retirement?
THRIVEFINANCIALPLANNING.COM
The Pre-Retirement Checklist
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
THRIVEFINANCIALPLANNING.COM
What Is a 1035 Exchange?
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
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
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?
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
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
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
How prepared are you for retirement?
THRIVEFINANCIALPLANNING.COM
The Pre-Retirement Checklist
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
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Retiring Wild: National Parks and You
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
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?
Ever heard of a Roth 401(k)? Would one be right for you?
THRIVEFINANCIALPLANNING.COM
What Is a Roth 401(k)?
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
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
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Find out whether you are insurable before implementing a strategy using life insurance.
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Universal Life Insurance
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
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Retiring Wild: National Parks and You
Learn more about whether you need to pay estimated taxes.
THRIVEFINANCIALPLANNING.COM
You May Need to Make Estimated Tax Payments If…
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?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
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The Three Keys to a Great Password
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Find out whether you are insurable before implementing a strategy using life insurance.
THRIVEFINANCIALPLANNING.COM
Universal Life Insurance
How much is enough for your emergency fund?
THRIVEFINANCIALPLANNING.COM
Your Emergency Fund: How Much Is Enough?
Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
THRIVEFINANCIALPLANNING.COM
Retiring Wild: National Parks and You
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
THRIVEFINANCIALPLANNING.COM
Monthly Market Insights | March 2021
As complex as the details of taxes can be, the income tax process is fairly straightforward.
THRIVEFINANCIALPLANNING.COM
How Income Taxes Work
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
THRIVEFINANCIALPLANNING.COM
The Three Keys to a Great Password
Did you know that women control 51% of all personal wealth in the United States?
THRIVEFINANCIALPLANNING.COM
Women on the Rise
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
THRIVEFINANCIALPLANNING.COM
To Buy or Not to Buy
Just entering retirement? Here's what you need to know.
THRIVEFINANCIALPLANNING.COM
9 Facts About Retirement
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
THRIVEFINANCIALPLANNING.COM
Tax Rules When Selling Your Home
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
THRIVEFINANCIALPLANNING.COM
Monthly Market Insights | March 2021
As complex as the details of taxes can be, the income tax process is fairly straightforward.
THRIVEFINANCIALPLANNING.COM
How Income Taxes Work
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
College, kids and costs.
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Getting a Head Start on College Savings
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
THRIVEFINANCIALPLANNING.COM
To Buy or Not to Buy
Just entering retirement? Here's what you need to know.
THRIVEFINANCIALPLANNING.COM
9 Facts About Retirement
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
THRIVEFINANCIALPLANNING.COM
Tax Rules When Selling Your Home
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
College, kids and costs.
THRIVEFINANCIALPLANNING.COM
Getting a Head Start on College Savings
Take an inside look into Simplified Employee Pension plans.
THRIVEFINANCIALPLANNING.COM
Is a SEP-IRA Right for Your Business?
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
THRIVEFINANCIALPLANNING.COM
To Buy or Not to Buy
