There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
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
When was the last time you updated your will?
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Will Power
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
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?
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
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
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Important Birthdays Over 50
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
Don't overlook healthcare when crafting your retirement strategy.
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Healthy Body, Healthy Pocketbook
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Annuities: One option for retirement-minded individuals.
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Immediate vs. Deferred Annuities
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
What do you need to know in the face of post COVID-19 volatility?
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Pullbacks, Corrections, and Bear Markets
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
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
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Coaches
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
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
A will is a powerful tool for distributing assets, but most people don’t have one. Is your up to date?
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Will Power
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
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
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
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
