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Understanding Homeowner’s Insurance
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
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Understanding Homeowner’s Insurance
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
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?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
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
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
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Directors and Officers Liability Insurance
Do you have a will? Is it updated?
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When Do You Need a Will?
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
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Jane Bond: Decoding Diversification
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
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?
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
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
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.
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Do You Owe The AMT?
For the past 19 election years since 1944, the S&P 500 has gained an average 1.7% in the 10-day period after Election Day, according CFRA Research. Chances of an up market during this short period have been just about a coin toss, or 47% of the time, the data showed.
For one, JPMorgan believes the stock market is poised to resume its bull market rally after the election, with nearly 50% upside still left to climb over the long term.
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
921CTQ.IHEART.COM
Military Veterans - Do Not Pay for a Meal on Veterans Day- List of Freebies | 92.1 CTQ | Maverick
Denis V. Cooper Foundation - Wishes for Heroes
November 11 at 1:07 PM ·
Here is a great list of well deserved Free things for Veterans today, in honor of Veterans Day. No need to pay for food or drink, all day.
Great article on the tax implications of the Presidency.
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What Does A Biden Presidency Mean For Your Tax Bill?
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?
How prepared are you for retirement?
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The Pre-Retirement Checklist
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
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
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?
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
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
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
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Investing for Impact
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
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
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
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
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Why Medicare Should Be Part of Your Retirement Strategy
When was the last time you updated your will?
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Will Power
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
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
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
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
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:
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Medicare Advantage Plans (Medicare Part C)
[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
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
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
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
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
How prepared are you for retirement?
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The Pre-Retirement Checklist
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
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
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
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
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
WILLIAMSWEALTH360.COM
Monthly Market Insights | January 2021
The truth is a little more complicated with these personal finance idioms.
WILLIAMSWEALTH360.COM
The Latte Lie and Other Myths
Learn the language of life insurance.
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Term vs. Permanent Life Insurance
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
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
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
Learn the language of life insurance.
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Term vs. Permanent Life Insurance
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
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
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
ATTENTION CLIENTS
TAX FORMS FROM TD AMERITRADE
In an effort to allow sufficient time to capture as many income reallocations as possible, TD has designated the following dates for any necessary 1099 corrections.
1st Correction Cycle - February 19, 2021
Reports reclassified income (not captured on Consolidated 1099 forms to be issued by mid-February 2019) that was reported to TD Ameritrade between February 5, 2021, and February 11, 2021.
2nd Correction Cycle - March 3, 2021
Reports reclassified income that was reported to TD Ameritrade between February 12, 2021, and February 25, 2021.
3rd Correction Cycle - March 17, 2021
Reports reclassified income that was reported to TD Ameritrade between February 26, 2021, and March 11, 2021.
4th Correction Cycle - April 7, 2021
Reports reclassified income that was reported to TD Ameritrade between March 12, 2021, and March 31, 2021.
2020 Consolidated Form 1099(s) and 2020 corrected Form 1099(s) (if issued) are available to be accessed online via AdvisorClient.com and through your Black Diamond Vault.
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
WILLIAMSWEALTH360.COM
Monthly Market Insights | February 2021
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
WILLIAMSWEALTH360.COM
“Dirty Dozen” Tax Scams to Watch For
Some simple, inexpensive energy-saving tips that may help you save money.
WILLIAMSWEALTH360.COM
A Penny Saved is Two Pennies Earned
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
WILLIAMSWEALTH360.COM
When Markets React
Do you know how missing the best and worst market days might affect your #portfolio?
WILLIAMSWEALTH360.COM
It Was the Best of Times, It Was the Worst of Times
Every year since 1947, the U.S. President pens an economics textbook.
WILLIAMSWEALTH360.COM
Required Reading: The Economic Report of the President
Do you have a will? Is it updated?
WILLIAMSWEALTH360.COM
When Do You Need a Will?
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Inventorying Your Possessions
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
WILLIAMSWEALTH360.COM
Monthly Market Insights | February 2021
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
WILLIAMSWEALTH360.COM
Fallen Tree Damage—Who Pays?
Every year since 1947, the U.S. President pens an economics textbook.
WILLIAMSWEALTH360.COM
Required Reading: The Economic Report of the President
Do you have a will? Is it updated?
WILLIAMSWEALTH360.COM
When Do You Need a Will?
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
WILLIAMSWEALTH360.COM
To Buy or Not to Buy
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
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Mortgages in Retirement
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
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
Business owners should consider a succession plan sooner rather than later.
WILLIAMSWEALTH360.COM
Succeeding at Business Succession
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
WILLIAMSWEALTH360.COM
Red Flags for Tax Auditors
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Children with special needs may need ongoing help after their parents are gone.
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4 Steps to Protecting a Child with Disabilities
Long-term care: three words many people hope they'll never need.
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Understanding Long-Term Care
When was the last time you paid yourself first?
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Pay Yourself First
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
WILLIAMSWEALTH360.COM
Red Flags for Tax Auditors
Protect yourself from identity theft. #IdentityTheft
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To Catch a Thief
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
Children with special needs may need ongoing help after their parents are gone.
WILLIAMSWEALTH360.COM
4 Steps to Protecting a Child with Disabilities
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.
WILLIAMSWEALTH360.COM
Do You Owe The AMT?
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
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
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
