The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
WNFG.COM
Tax Rules When Selling Your Home
You’ll need to weigh several factors before retiring abroad.
WNFG.COM
Thinking of Retiring Abroad?
Your #creditscore may impact what you pay for auto and home #insurance.
WNFG.COM
Does Your Credit Score Affect Your Insurance Rates?
Check out this video on taxes. #IncomeTax
WNFG.COM
The Facts About Income Tax
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
WNFG.COM
Social Security: The Elephant in the Room
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
WNFG.COM
Mortgages in Retirement
If you thought that payouts from life insurance are tax-free in all cases, think again.
WNFG.COM
When Life Insurance Becomes Taxable
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
WNFG.COM
Monthly Market Insights | October 2020
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
WNFG.COM
Fallen Tree Damage—Who Pays?
Here are 4 unexpected locations that make great places to #raise your #family.
WNFG.COM
Four Great, Unexpected Places to Raise a Family
Three important questions to consider before you start taking #SocialSecurity.
WNFG.COM
Three Key Questions to Answer Before Taking Social Security
Please click below to read Kevin Nicholson's blog post on CPA Now
(e)(3)
PICPA.ORG
CPA Now
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
WNFG.COM
What If You Get Audited?
The truth is a little more complicated with these personal finance idioms.
WNFG.COM
The Latte Lie and Other Myths
The sooner you begin investing, the longer your money can work for you.
WNFG.COM
The Cost of Procrastination
As complex as the details of taxes can be, the income tax process is fairly straightforward.
WNFG.COM
How Income Taxes Work
How many credit cards do you have?
WNFG.COM
Spotting Credit Trouble
Do you know what your #insurance needs are, when you’re married, with children?
WNFG.COM
Insurance Needs Assessment: Married With Children
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
WNFG.COM
Where Is the Market Headed?
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
WNFG.COM
How to Make the Tax Code Work for You
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
WNFG.COM
“Dirty Dozen” Tax Scams to Watch For
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
WNFG.COM
Money Draining Food Myths
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
WNFG.COM
Retiring the 4% Rule
Test your estate strategy knowledge with this short quiz.
WNFG.COM
Test Your Estate Strategy Knowledge
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.
WNFG.COM
The Average American Budget
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.
WNFG.COM
Monthly Market Insights | November 2020
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
WNFG.COM
Mastering Mobile Lingo
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
WNFG.COM
Social Security Benefits: How Much Will I Receive
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
WNFG.COM
When Heirs are Imperfect
Here are 4 unexpected locations that make great places to #raise your #family.
WNFG.COM
Four Great, Unexpected Places to Raise a Family
15-year vs. 30-year: know your refinancing options.
WNFG.COM
Lots of Variables with Fixed-Rate Mortgages
Concerned about identity theft? Some things to leave at home. #IdentityTheft
WNFG.COM
Please Leave Home Without It
The tax rules that govern donating art are complex and confusing. #taxes #art
WNFG.COM
Donating Art: Taxation Abstraction
PICPA.ORG
CPAs and Financial Advisers: Working Together a Plus for All
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
WNFG.COM
The Economic Journey of Your Morning Coffee
https://www.picpa.org/articles/cpa-now-blog/cpa-now/2020/11/05/cpas-and-financial-advisers-working-together-a-plus-for-all
PICPA.ORG
CPAs and Financial Advisers: Working Together a Plus for All
How prepared are you for retirement?
WNFG.COM
The Pre-Retirement Checklist
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
WNFG.COM
Budgeting After a Divorce
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
WNFG.COM
Year-End Charitable Gifting and You
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
WNFG.COM
Monthly Market Insights | December 2020
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
WNFG.COM
What If You Get Audited?
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
WNFG.COM
Retirement Redefined
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
WNFG.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
When was the last time you checked your credit score? #CreditScore
WNFG.COM
How Does Your Credit Score Compare?
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
WNFG.COM
What Do Your Taxes Pay For?
You’re the conductor of your 401k, IRA and taxable savings.
WNFG.COM
Orchestrating Your Retirement Accounts
If you thought that payouts from life insurance are tax-free in all cases, think again.
WNFG.COM
When Life Insurance Becomes Taxable
If you died, what would happen to your email archives, social
profiles, and online accounts?
WNFG.COM
Safeguard Your Digital Estate
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
WNFG.COM
Jane Bond: Scaling the Ladder
How much is enough for your emergency fund?
WNFG.COM
Your Emergency Fund: How Much Is Enough?
What does it actually cost to raise a child? You might be surprised.
WNFG.COM
The Half Million Dollar Baby
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
WNFG.COM
Protecting Your Home Against Flood Loss
M0 is the total of all physical currency worldwide. What’s it look like?
WNFG.COM
How Big is Money?
Do you need umbrella insurance? Find out more. #LiabilityInsurance
WNFG.COM
Keep Your Umbrella Handy
What does it actually cost to raise a child? You might be surprised.
WNFG.COM
The Half Million Dollar Baby
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
WNFG.COM
TIPS for Inflation
You face sequence of returns risk. Know what it is? #investing #investmentrisk
WNFG.COM
The Investment Risk No One’s Ever Heard Of
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
WNFG.COM
Monthly Market Insights | January 2021
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
WNFG.COM
Protecting Your Home Against Flood Loss
M0 is the total of all physical currency worldwide. What’s it look like?
WNFG.COM
How Big is Money?
Do you need umbrella insurance? Find out more. #LiabilityInsurance
WNFG.COM
Keep Your Umbrella Handy
Saving for college doesn’t have to be as complicated as college itself.
WNFG.COM
Saving for College 101
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
WNFG.COM
Once Upon a Goal
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
WNFG.COM
TIPS for Inflation
You face sequence of returns risk. Know what it is? #investing #investmentrisk
WNFG.COM
The Investment Risk No One’s Ever Heard Of
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
WNFG.COM
Monthly Market Insights | January 2021
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
WNFG.COM
Protecting Your Home Against Flood Loss
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
WNFG.COM
When Special Care Is Needed: The Special Needs Trust
So many investments to choose from, so little time. Learn the pros and cons of each.
WNFG.COM
Mutual Funds vs. ETFs
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
WNFG.COM
How to Read Your Credit Report
Saving for college doesn’t have to be as complicated as college itself.
WNFG.COM
Saving for College 101
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
WNFG.COM
Once Upon a Goal
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
WNFG.COM
TIPS for Inflation
Does your business have a retirement strategy that fits your short, long-term needs?
WNFG.COM
Choosing a Retirement Plan that Fits Your Business
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
WNFG.COM
Insurance Needs Assessment: When You're Young and Single
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
WNFG.COM
When Special Care Is Needed: The Special Needs Trust
So many investments to choose from, so little time. Learn the pros and cons of each.
WNFG.COM
Mutual Funds vs. ETFs
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
WNFG.COM
How to Read Your Credit Report
Saving for college doesn’t have to be as complicated as college itself.
WNFG.COM
Saving for College 101
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
WNFG.COM
Monthly Market Insights | February 2021
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
WNFG.COM
How to Make the Tax Code Work for You
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
WNFG.COM
Coaches
Are you ready for school—again?
WNFG.COM
Estimating the Cost of College
Does your business have a retirement strategy that fits your short, long-term needs?
WNFG.COM
Choosing a Retirement Plan that Fits Your Business
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
WNFG.COM
Insurance Needs Assessment: When You're Young and Single
You face sequence of returns risk. Know what it is? #investing #investmentrisk
WNFG.COM
The Investment Risk No One’s Ever Heard Of
WNFG Office will be closed Monday, February 15th for President's Day
WEB-EXTRACT.CONSTANTCONTACT.COM
WNFG Office will be closed Monday, February 15th for President's Day
An ILIT could play a role in your estate strategy.
WNFG.COM
A Primer on Irrevocable Life Insurance Trusts
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
WNFG.COM
Money Draining Food Myths
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
WNFG.COM
Monthly Market Insights | February 2021
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
WNFG.COM
How to Make the Tax Code Work for You
Should gold be a part of your diversified portfolio?
WNFG.COM
Should I Invest in Gold?
10 tips that can head-off marriage money problems.
WNFG.COM
Prevent a Rift: Money Tips for Newlyweds
You face sequence of returns risk. Know what it is? #investing #investmentrisk
WNFG.COM
The Investment Risk No One’s Ever Heard Of
WNFG Office will be closed Monday, February 15th for President's Day
WEB-EXTRACT.CONSTANTCONTACT.COM
WNFG Office will be closed Monday, February 15th for President's Day
An ILIT could play a role in your estate strategy.
WNFG.COM
A Primer on Irrevocable Life Insurance Trusts
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
WNFG.COM
Money Draining Food Myths
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
WNFG.COM
Retirement Realities
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
WNFG.COM
The ABC’s of Auto Insurance
Should gold be a part of your diversified portfolio?
WNFG.COM
Should I Invest in Gold?
10 tips that can head-off marriage money problems.
WNFG.COM
Prevent a Rift: Money Tips for Newlyweds
You face sequence of returns risk. Know what it is? #investing #investmentrisk
WNFG.COM
The Investment Risk No One’s Ever Heard Of
WNFG Office will be closed Monday, February 15th for President's Day
WEB-EXTRACT.CONSTANTCONTACT.COM
WNFG Office will be closed Monday, February 15th for President's Day
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
WNFG.COM
Do You Owe The AMT?
Take the time to think about these three things when shopping for your next vehicle.
WNFG.COM
Consider These 3 Things Before Driving Off the Lot
Buying a home may be your largest financial commitment. Which loan is best for your situation?
WNFG.COM
Fixed or Variable Mortgage, Which Should You Pick?
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
WNFG.COM
Retirement Realities
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
WNFG.COM
The ABC’s of Auto Insurance
Should gold be a part of your diversified portfolio?
WNFG.COM
Should I Invest in Gold?
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
WNFG.COM
Monthly Market Insights | March 2021
If you died, what would happen to your email archives, social
profiles, and online accounts?
WNFG.COM
Safeguard Your Digital Estate
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
WNFG.COM
Mortgages in Retirement
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
WNFG.COM
Do You Owe The AMT?
Take the time to think about these three things when shopping for your next vehicle.
WNFG.COM
Consider These 3 Things Before Driving Off the Lot
Buying a home may be your largest financial commitment. Which loan is best for your situation?
WNFG.COM
Fixed or Variable Mortgage, Which Should You Pick?
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
WNFG.COM
From Boats to Brokers
What did it take to become the richest man in Babylon?
WNFG.COM
The Richest Man in Babylon
Ready to test your knowledge of the stock market? (Infographic)
WNFG.COM
How Stocks Work
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
WNFG.COM
Monthly Market Insights | March 2021
If you died, what would happen to your email archives, social
profiles, and online accounts?
WNFG.COM
Safeguard Your Digital Estate
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
WNFG.COM
Mortgages in Retirement
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
WNFG.COM
Are Alternative Investments Right for You?
Can group and private disability policies work together? #DisabilityInsurance
WNFG.COM
Can Group, Private Disability Policies Work Together?
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
WNFG.COM
From Boats to Brokers
What did it take to become the richest man in Babylon?
WNFG.COM
The Richest Man in Babylon
Ready to test your knowledge of the stock market? (Infographic)
WNFG.COM
How Stocks Work
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
WNFG.COM
Monthly Market Insights | March 2021
15-year vs. 30-year loan. Which is better for you? Learn how each loan compares.
WNFG.COM
Lots of Variables with Fixed-Rate Mortgages
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
WNFG.COM
Choosing a Business Structure
Nobel-prize-winning investment research.
WNFG.COM
The Ivory Tower Changes Wall Street
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
WNFG.COM
Are Alternative Investments Right for You?
Can group and private disability policies work together? #DisabilityInsurance
WNFG.COM
Can Group, Private Disability Policies Work Together?
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
WNFG.COM
From Boats to Brokers
