Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
Social host laws may make you responsible for underage drinking in your home, even if you are away.
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Teen Drinking and Your Liability
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
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
What every parent needs to know about insuring his or her #teen #driver. #insurance
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Buying Auto Insurance For Teen Drivers
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
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
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Social host laws may make you responsible for underage drinking in your home, even if you are away.
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Teen Drinking and Your Liability
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
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What’s Your Investment IQ?
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
What do you need to know in the face of post COVID-19 volatility?
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Pullbacks, Corrections, and Bear Markets
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
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
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
Here are eight mistakes to avoid when #saving #retirement.
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Eight Mistakes That Can Upend Your Retirement
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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Dog Bites Neighbor. Now What?
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
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
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
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?
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
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
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
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
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
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
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?
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
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Insurance Needs Assessment: When You're Young and Single
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
Are you ready for school—again?
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Estimating the Cost of College
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
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
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
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
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
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Gap Insurance for Leased Cars
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
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
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
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
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.
TURNAGEWEALTH.COM
Estate Management 101
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
There are four basic steps to calculating the value of an estate.
TURNAGEWEALTH.COM
Four Steps to Valuing an Estate
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
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.
TURNAGEWEALTH.COM
Estate Management 101
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
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Errors and Omissions Insurance
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
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
#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
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
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
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?
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
TURNAGEWEALTH.COM
Errors and Omissions Insurance
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
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:
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Replacing Your Medicare Card
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
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
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?
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
