What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
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All Muni Bonds Are Not Created Equal
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?
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
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Mortgages in Retirement
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
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
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
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
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?
How many credit cards do you have?
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Spotting Credit Trouble
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
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
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
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
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
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
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
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
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
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
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
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?
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
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
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
