Life insurance can potentially protect and even increase generational wealth in ways many people don't know about.
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Here's one way to help protect yourself from identity theft.
CONSUMERREPORTS.ORG
How to Delete Your Information From People-Search Sites
Parents have the chance to shape their kids' financial foundations. Do you think these five approaches are helpful?
LIFEHACK.ORG
5 Tips For Teaching Money Management To Children
Younger millennials are facing particular financial challenges during the pandemic. Here's a look at the current trends.
CNBC.COM
39% of younger millennials say the Covid-19 recession has them moving back home
Have you talked to your kids about major financial milestones, like their education and your retirement?
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Financial Topics to Discuss as a Parent
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Finance News and More
Are no-contact payment systems really safe? Here's what to know.
CONSUMERREPORTS.ORG
The Many Ways to Make Contactless Payments
Do you know anyone who could use this reminder?
NEXTAVENUE.ORG
Why Right Now Is a Great Time to Plan for Retirement
Appointing someone to manage your finances in an emergency can be a smart move for anyone with an income or assets.
NOLO.COM
Financial Powers of Attorney: Do You Need One?
You've probably heard dozens of warnings about phishing scams and other fraud tactics, but the financial losses due to fraudsters have only been growing lately. Stay vigilant with these helpful tips.
CNBC.COM
Don't fall prey to these 4 common bank scams
Divorce happens. Here are a few areas of life that may be impacted when a marriage ends.
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Finances & Divorce: What to Know
Starting a new job (or know someone who is)? Make sure you cover these basics when reviewing and selecting benefits.
USATODAY.COM
Just got a job offer? Be smart about your new benefit choices like health coverage, 401(k) savings levels
There could be many ways to try stretching your funds during retirement. A recent podcast offers a few things to think about.
NEXTAVENUE.ORG
How to Spend Less in Retirement: Fewer Lattes or The Big Cut?
Whether you're saving more or less these days, it's important to review your plans and goals.
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Finance News and Updates
Do you have questions about business expense deductions? The IRS has issued new guidance:
IRS.GOV
IRS issues final regulations on the deduction for meals and entertainment | Internal Revenue Service
Closing a business is rarely simple. Here are a few considerations to keep in mind.
CNBC.COM
Thinking of closing your business? Avoid these last-minute tax surprises
These financial losses don't have to happen. Here's what to watch out for.
AARP.ORG
Romance Scams Top List of Costly Scams for Older Adults
From timing to taxes, get to know your options.
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Considering Your Social Security Options
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There's a lot to think about when it comes to claiming Social Security. Reach out if you ever have any questions.
NEXTAVENUE.ORG
When Should You Start Claiming Social Security?
Here's what some legal experts suggest when it comes to estate planning. Do you want to discuss what's right for you? Reach out anytime.
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Top Ten Estate Planning Recommendations before the End of 2020
Is there anything I can help you with? Please reach out if you or someone you know could use my services right now or in the near future.
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Want to see how Social Security benefits in the U.S. compare to other countries? Wondering about overall trends? Take a look.
CBPP.ORG
Policy Basics: Top Ten Facts about Social Security
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Do you have these essential documents organized and up to date? Here's what to know.
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4 Types of Legal Documents to Prepare
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Finance Insights
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The Securing a Strong Retirement Act of 2020 would affect RMD rules and student loan borrowers.
CNBC.COM
New retirement bill has perks for seniors, student loan borrowers
Learn more about making sure your estate plan works the way you want it to.
NEXTAVENUE.ORG
You Have an Estate Plan. Will It Work?
The IRS has released new information for taxpayers about standard deduction amounts, marginal rates and more. Take a look.
IRS.GOV
IRS provides tax inflation adjustments for tax year 2021 | Internal Revenue Service
