There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
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
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 101
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
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
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
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
Second homes have unique risks and insuring them is different than a primary home.
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Insuring Your Second Home
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
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
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
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A Look at Whole Life Insurance
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Does your #business need some digital help? Here are some new #apps that might help!
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Top New Digital Tools for Small Businesses
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
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
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
