Do you have a will? Is it updated?
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When Do You Need a Will?
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
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
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
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
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Protecting Your Home Against Flood Loss
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?
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
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
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
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
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?
Do global and international mutual funds complement or conflict with each other?
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Global vs. International: What’s The Difference?
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
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
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
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
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
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When Does Your Personal Car Become a Commercial Vehicle?
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
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
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
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
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A Look at Whole Life Insurance
When was the last time you paid yourself first?
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Pay Yourself First
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
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
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
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
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
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
When was the last time you paid yourself first?
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Pay Yourself First
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?
When was the last time you updated your will?
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Will Power
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
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
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A Look at Whole Life Insurance
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
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
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
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Medicare At 65+
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
When the rules of the game change, tactics should follow in response to the new landscape.
WHEATGIVENS.COM
Revising Estate Strategy Assumptions
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
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?
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
WHEATGIVENS.COM
Countering Counterfeit Currency
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
WHEATGIVENS.COM
The Most Overlooked Item of Any Home Improvement
Do you have a will? Is it updated?
WHEATGIVENS.COM
When Do You Need a Will?
When was the last time you updated your will?
WHEATGIVENS.COM
Will Power
The sooner you begin investing, the longer your money can work for you.
WHEATGIVENS.COM
The Cost of Procrastination
What should you look for in a personal finance app?
WHEATGIVENS.COM
What to Look for in Personal Finance Apps
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
WHEATGIVENS.COM
What If You Get Audited?
$100 not spent is more like $143. Intrigued? #taxes #saving
WHEATGIVENS.COM
Stop Wasting Money
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Check out this video on taxes. #IncomeTax
WHEATGIVENS.COM
The Facts About Income Tax
Do you have a will? Is it updated?
WHEATGIVENS.COM
When Do You Need a Will?
When was the last time you updated your will?
WHEATGIVENS.COM
Will Power
The sooner you begin investing, the longer your money can work for you.
WHEATGIVENS.COM
The Cost of Procrastination
What should you look for in a personal finance app?
WHEATGIVENS.COM
What to Look for in Personal Finance Apps
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
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
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
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The Three Keys to a Great Password
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
WHEATGIVENS.COM
Money Draining Food Myths
Check out this video on taxes. #IncomeTax
WHEATGIVENS.COM
The Facts About Income Tax
Do you have a will? Is it updated?
WHEATGIVENS.COM
When Do You Need a Will?
How much is enough for your emergency fund?
WHEATGIVENS.COM
Your Emergency Fund: How Much Is Enough?
Is there a role for both active and passive investments in your portfolio?
WHEATGIVENS.COM
The Great Debate Continues: Active vs. Passive
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
WHEATGIVENS.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.
WHEATGIVENS.COM
How to Make the Tax Code Work for You
How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.
WHEATGIVENS.COM
The Three Keys to a Great Password
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
WHEATGIVENS.COM
Social Security: Five Facts You Need to Know
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
WHEATGIVENS.COM
Trends in Charitable Giving
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
WHEATGIVENS.COM
Red Flags for Tax Auditors
How much is enough for your emergency fund?
WHEATGIVENS.COM
Your Emergency Fund: How Much Is Enough?
Is there a role for both active and passive investments in your portfolio?
WHEATGIVENS.COM
The Great Debate Continues: Active vs. Passive
There are benefits and limitations when using a living trust. #LivingTrust
WHEATGIVENS.COM
A Living Trust Primer
How many credit cards do you have?
WHEATGIVENS.COM
Spotting Credit Trouble
Childhood attitudes and habits can determine your child's health in his or her adult years.
WHEATGIVENS.COM
Raising Healthy Children
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
WHEATGIVENS.COM
Social Security: Five Facts You Need to Know
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
WHEATGIVENS.COM
Trends in Charitable Giving
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
WHEATGIVENS.COM
Red Flags for Tax Auditors
How much is enough for your emergency fund?
WHEATGIVENS.COM
Your Emergency Fund: How Much Is Enough?
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
WHEATGIVENS.COM
The Cost of Medical Care
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
WHEATGIVENS.COM
Choosing a Business Structure
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
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An Overview of Renter’s Insurance
How many credit cards do you have?
WHEATGIVENS.COM
Spotting Credit Trouble
Childhood attitudes and habits can determine your child's health in his or her adult years.
WHEATGIVENS.COM
Raising Healthy Children
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
WHEATGIVENS.COM
Social Security: Five Facts You Need to Know
In the world of finance, the effects of the "confidence gap" can be especially apparent.
WHEATGIVENS.COM
Bridging the Confidence Gap
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
WHEATGIVENS.COM
Monthly Market Insights | March 2021
Check out this video on taxes. #IncomeTax
WHEATGIVENS.COM
The Facts About Income Tax
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
WHEATGIVENS.COM
The Cost of Medical Care
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
WHEATGIVENS.COM
Choosing a Business Structure
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
WHEATGIVENS.COM
An Overview of Renter’s Insurance
Children with special needs may need ongoing help after their parents are gone.
WHEATGIVENS.COM
4 Steps to Protecting a Child with Disabilities
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
WHEATGIVENS.COM
Budgeting After a Divorce
In the world of finance, the effects of the "confidence gap" can be especially apparent.
WHEATGIVENS.COM
Bridging the Confidence Gap
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
WHEATGIVENS.COM
Monthly Market Insights | March 2021
Check out this video on taxes. #IncomeTax
WHEATGIVENS.COM
The Facts About Income Tax
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
WHEATGIVENS.COM
The Cost of Medical Care
Do global and international mutual funds complement or conflict with each other?
WHEATGIVENS.COM
Global vs. International: What’s The Difference?
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
WHEATGIVENS.COM
Building Your Legacy
The market is as unpredictable as the weather. We’re here to help you prepare.
WHEATGIVENS.COM
Forecast
Children with special needs may need ongoing help after their parents are gone.
WHEATGIVENS.COM
4 Steps to Protecting a Child with Disabilities
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
WHEATGIVENS.COM
Budgeting After a Divorce
In the world of finance, the effects of the "confidence gap" can be especially apparent.
WHEATGIVENS.COM
Bridging the Confidence Gap
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
WHEATGIVENS.COM
Red Flags for Tax Auditors
Three tips for giving smart from the heart.
WHEATGIVENS.COM
Charitable Giving: Smart from the Heart
Do global and international mutual funds complement or conflict with each other?
WHEATGIVENS.COM
Global vs. International: What’s The Difference?
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
WHEATGIVENS.COM
Building Your Legacy
The market is as unpredictable as the weather. We’re here to help you prepare.
WHEATGIVENS.COM
Forecast
Children with special needs may need ongoing help after their parents are gone.
WHEATGIVENS.COM
4 Steps to Protecting a Child with Disabilities
