Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
WPAINC.BIZ
A House Divided
Does it make more sense to push back #retirement, or not to retire at all?
WPAINC.BIZ
Should You Ever Retire?
If you haven't filed taxes for several years, or if you've never filed #taxes, you can still file a late return. However, you may not receive any #TaxRefunds since they generally expire after three years. Learn what to do in this article.
THEBALANCE.COM
Filing a Late Tax Return and Protecting Your Refunds
Have a kid heading off to college? Here are a few tips.
WPAINC.BIZ
A Cheat Sheet for Sending Your Kid to College
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
WPAINC.BIZ
Understanding Homeowner’s Insurance
What does it actually cost to raise a child? You might be surprised.
WPAINC.BIZ
The Half Million Dollar Baby
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
WPAINC.BIZ
Yours, Mine and Ours: Estate Strategies for Second Marriages
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
WPAINC.BIZ
What If You Get Audited?
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
WPAINC.BIZ
Monthly Market Insights | October 2020
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
WPAINC.BIZ
Six Most Overlooked Tax Deductions
Ever heard of a Roth 401(k)? Would one be right for you?
WPAINC.BIZ
What Is a Roth 401(k)?
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
WPAINC.BIZ
Tax Rules When Selling Your Home
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
WPAINC.BIZ
What Do Your Taxes Pay For?
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
WPAINC.BIZ
Rebalancing Your Portfolio
Attention Estate Executors: Do you know about the Alternate Valuation Date?
WPAINC.BIZ
Understanding the Alternate Valuation Date
If you don’t have an #estatestrategy, here’s some reasons why you should.
WPAINC.BIZ
Why Everyone Needs an Estate Strategy
When the rules of the game change, tactics should follow in response to the new landscape.
WPAINC.BIZ
Revising Estate Strategy Assumptions
Concerned about identity theft? Some things to leave at home. #IdentityTheft
WPAINC.BIZ
Please Leave Home Without It
Investors should understand the ways in which financial professionals are compensated for the services they provide.
WPAINC.BIZ
How Financial Professionals Are Compensated
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
WPAINC.BIZ
The Value of Insuring Against Life’s Risks
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
WPAINC.BIZ
When Heirs are Imperfect
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
WPAINC.BIZ
Password Protection Strategies
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
WPAINC.BIZ
Once Upon a Goal
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
WPAINC.BIZ
What is the Value of Your Business?
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
WPAINC.BIZ
A Look at Whole Life Insurance
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
WPAINC.BIZ
Monthly Market Insights | February 2021
In the world of finance, the effects of the "confidence gap" can be especially apparent.
WPAINC.BIZ
Bridging the Confidence Gap
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
WPAINC.BIZ
“Dirty Dozen” Tax Scams to Watch For
Here are 4 unexpected locations that make great places to #raise your #family.
WPAINC.BIZ
Four Great, Unexpected Places to Raise a Family
There are ways to protect your business in the event of your death or the death of a partner.
WPAINC.BIZ
Insuring Your Business With a Buy/Sell Agreement
