Take this 10 question quiz to brush up on your Social Security basics. Good things to know as you approach the decision on when to take SSN benefits.
THINKADVISOR.COM
Quiz: Do You Know These Social Security Facts? | ThinkAdvisor
My friend and fellow sister CFP Laura LaTourette wrote this engaging article on What Women Are Doing Right in regards to managing their money. I agree that women ask wonderful questions and understand much more than they feel they know about basic financial planning. We are moving in the right direction and proud of that.
LETSMAKEAPLAN.ORG
Financial Mistakes Women Make and Other Myths
Read this then order your free credit report to review on an annual basis. Your FICO score effects many things other than just credit card rates.
Go to www.annualcreditreport.com the official website to fill orders for these free credit reports (1 free from each agency every 12 months) Equifax, Experian, TransUnion.
EXPERIAN.COM
What Affects Your Credit Scores?
Does your will include a pet trust or ethical will? Things to consider when planning your estate.
THINKADVISOR.COM
7 Things Your Client's Estate Plan Might Be Missing: Morningstar | ThinkAdvisor
This is worth watching for a walk through history of fast food. Who do you think wins the race for biggest in 2020?
PUBLIC.FLOURISH.STUDIO
Biggest Fast Food Chains in the World 1971 - 2019 (Stores)
Also be familiar with Non-qualified expenses (what you cannot pay for with a 529)!!!
SAVINGFORCOLLEGE.COM
Non-qualified expenses: What you can't pay for with a 529 plan
Which parent completes the FASFA if divorced? It depends...
SAVINGFORCOLLEGE.COM
Divorce and the FAFSA
Time to review your Medicare coverage and compare plans beginning October 15th!!!
BROADRIDGEADVISOR.COM
Medicare Open Enrollment for 2021 Begins October 15
Time to complete or update FASFA starting October 1, 2020. This year is important due to COVID so be sure and spend the 35 minutes.
BROADRIDGEADVISOR.COM
FAFSA for 2021-2022 Academic Year Opens on October 1
Mostly unchanged for 2021 in regards to contribution limits, however standard deduction is up slightly to $25,100 married-joint, $12,550 for singles, and $18,800 for head of household filers.
THINKADVISOR.COM
IRS Boosts 2021 Income Limits for Deductible IRA Contributions | ThinkAdvisor
Attending a virtual Women's Leadership eForum with wonderful speakers and helpful topics to help guide my clients. Today's session was on ESG ~ Environmental Social & Governance for Sustainable Investing with Fidelity Investments.
#LPLWomenLeadeForum
SHARE.VBOOTH.CO
share.vbooth.co
The third week of October has been designated as National Estate Planning Awareness Week. Estate planning is a vital to every financial plan
BROADRIDGEADVISOR.COM
4 Key Estate Planning Documents Everyone Should Consider
Interesting article with lots of detail on how this proposal may or may not work for some student loan debt.
SAVINGFORCOLLEGE.COM
Joe Biden Proposes to Forgive Student Loans and Make College Free
Managing your financial picture at different ages and stages. Some things to consider for 2021!!! Happy New Year 2021!!!
BROADRIDGEADVISOR.COM
Broadridge Advisor Solutions
Amazing, I did this money makeover in 2010 together with Pamela Yip from the Dallas Morning News for this sweet retiree Doris Cluck. I just found our photo used for a 2019 article on websites to help your aging parents get affairs in order. Glad it's still helpful and educating others.
DALLASNEWS.COM
Three websites to help you or your aging parents get affairs in order
LPL Research's latest Podcast discusses 3rd Quarter earnings, rotation from growth to value and positive vaccine news.
LPL.COM
Optimism Is Out There
BROADRIDGEADVISOR.COM
www.broadridgeadvisor.com
Great article for women of any age regarding retirement income in your Golden Years. When is the last time you reviewed your Social Security Benefits? You need to sign on and print a statement, they are no longer mailed. Take the time to set up your account at SSA.gov Knowing and Planning is your job!!
THEWEALTHADVISOR.COM
What Women Need To Do Now To Protect Their Finances In Their Golden Years
LPL comments on Game Stop and the broad overall market outlook. Interesting times indeed.
LPLRESEARCH.COM
Will GameStop Stop The Bull Market?
The U.S. the largest economy ranks No. 14 in financial literacy. Only 17 states require a personal finance class before high school graduation.
This is sad.
INVESTMENTNEWS.COM
Financial literacy: An epic fail in America - InvestmentNews
Mortgage rates are at historically low rates. Consider these strategies for refinancing your mortgage.
LETSMAKEAPLAN.ORG
Strategies for Refinancing in a Low Interest Environment
Happy New Year!!! How does the Blue wave effect the stock market outlook going into 2021.
Listen to historic statistics from LPL Research.
YOUTUBE.COM
Surprises to Start 2021
