Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
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
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Don't overlook healthcare when crafting your retirement strategy.
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Healthy Body, Healthy Pocketbook
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
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
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
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
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
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
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?
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
Learn how #insurance #deductibles work, and how they can help you save money.
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How Insurance Deductibles Work
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
That big list of dreams and goals isn't the only way to look at your bucket list.
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A New Way to Look at Your Bucket List
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
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
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
The average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
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
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
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
Earnings season can move markets. Find out why.
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Earnings for All Seasons
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
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Jane Bond: Decoding Diversification
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?
College, kids and costs.
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Getting a Head Start on College Savings
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
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
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
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
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?
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
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
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Have you heard these three common misconceptions about #SocialSecurity?
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Don't Buy The Hype
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?
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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From Boats to Brokers
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
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
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
When it comes to investing, you may be your own worst enemy.
UPAL.INFO
Don’t Be Your Own Worst Enemy
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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From Boats to Brokers
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
UPAL.INFO
Building Your Legacy
Buying a home may be your largest financial commitment. Which loan is best for your situation?
UPAL.INFO
Fixed or Variable Mortgage, Which Should You Pick?
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
UPAL.INFO
Budgeting After a Divorce
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?
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
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
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
UPAL.INFO
Budgeting After a Divorce
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Are you ready for school—again?
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Estimating the Cost of College
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
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 few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
When it comes to investing, you may be your own worst enemy.
UPAL.INFO
Don’t Be Your Own Worst Enemy
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Are you ready for school—again?
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Estimating the Cost of College
[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
Some simple, inexpensive energy-saving tips that may help you save money.
UPAL.INFO
A Penny Saved is Two Pennies Earned
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?
You face sequence of returns risk. Know what it is? #investing #investmentrisk
UPAL.INFO
The Investment Risk No One’s Ever Heard Of
When it comes to investing, you may be your own worst enemy.
UPAL.INFO
Don’t Be Your Own Worst Enemy
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
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
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Tax time can be a good time to give your household budget a checkup.
UPAL.INFO
Budget Check Up: Tax Time Is the Right Time
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
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
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
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
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
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
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
When was the last time you paid yourself first?
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Pay Yourself First
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
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
How prepared are you for retirement?
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The Pre-Retirement Checklist
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
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
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
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
When was the last time you paid yourself first?
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Pay Yourself First
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
