Testing Blog

PERCEPTION VS. REALITY

THE FACTS ABOUT INCOME TAX

THE CYCLE OF INVESTING

YOUR DNA TEST

SOCIAL SECURITY: BY THE NUMBERS

THE OTHER SURE THING

TO BUY OR NOT TO BUY

EXIT STRATEGIES OF THE RICH AND FAMOUS

RIGHTSIZING FOR RETIREMENT

CHOOSING A MORTGAGE

MAKING YOUR TAX BRACKET WORK

WHAT CAN A MILLION DOLLARS BUY YOU?

ESTATE MANAGEMENT 101

SHOULD I INVEST IN GOLD?

CHARITABLE GIVING: SMART FROM THE HEART

WHEN DO YOU NEED A WILL?

SHOULD YOU TAP RETIREMENT SAVINGS TO FUND COLLEGE?

RETIRING THE 4% RULE

WHERE IS THE MARKET HEADED?

SHOULD YOU INVEST IN EXCHANGE TRADED FUNDS?

THE POWER OF COMPOUND INTEREST

WHAT SMART INVESTORS KNOW

THE RICHEST MAN IN BABYLON

SAFEGUARD YOUR DIGITAL ESTATE

A BUCKET PLAN TO GO WITH YOUR BUCKET LIST

THE RULE OF 72

THE BUSINESS CYCLE

ARE ALTERNATIVE INVESTMENTS RIGHT FOR YOU?

GLOBAL AND INTERNATIONAL FUNDS

EMERGING MARKET OPPORTUNITIES

SUDDENLY SINGLE: 3 STEPS TO TAKE NOW

THE JUNK DRAWER APPROACH TO INVESTING

WHAT YOU SHOULD DO ABOUT INSURANCE FOLLOWING A DIVORCE

UNDERSTANDING THE BASICS OF MEDIGAP POLICIES

PLANNING FOR THE EXPECTED

16 WALL STREET CLICHES IN 60 SECONDS

WHAT TO DO WHEN YOU LOSE YOUR WALLET

CAN GROUP, PRIVATE DISABILITY POLICIES WORK TOGETHER?

AN ARM AND A LEG

PROTECTING YOUR BUSINESS FROM THE LOSS OF A KEY PERSON

SHOULD YOU EVER RETIRE?

THE REAL COST OF A VACATION HOME

INFLATION AND YOUR PORTFOLIO

BURSTING THE BUBBLE

KEEPING UP WITH THE JONESES

HOW TO RETIRE EARLY

THE FED AND HOW IT GOT THAT WAY

WHAT OUR KIDS CAN TEACH US ABOUT SAVING MONEY

JANE BOND: INFILTRATING THE MARKET

JANE BOND: SCALING THE LADDER

FROM BOATS TO BROKERS

A FRUITFUL RETIREMENT: SOCIAL SECURITY BENEFIT

COACHES

EXTENDED CARE: A PATCHWORK OF POSSIBILITIES

SURPRISES

INVESTMENTS

ACRES OF DIAMONDS

RETIREMENT REDEFINED

FORECAST

IT MAY BE TIME FOR A FINANCIAL CHECKUP

CONSIDER THESE 3 THINGS BEFORE DRIVING OFF THE LOT

WHEN SPECIAL CARE IS NEEDED: THE SPECIAL NEEDS TRUST

THE COST OF PROCRASTINATION

IT WAS THE BEST OF TIMES, IT WAS THE WORST OF TIMES

THE LATTE LIE AND OTHER MYTHS

SAVING FOR COLLEGE 101

INSURING YOUR BUSINESS WITH A BUY/SELL AGREEMENT

BRIDGING THE CONFIDENCE GAP

TERM VS. PERMANENT LIFE INSURANCE

DISABILITY AND YOUR FINANCES

KEEP YOUR UMBRELLA HANDY

UNDERSTANDING EXTENDED CARE

WHAT TO LOOK FOR IN AN EXTENDED-CARE POLICY

VARIABLE UNIVERSAL LIFE INSURANCE

UNIVERSAL LIFE INSURANCE

18 YEARS’ WORTH OF DAYS

RE: RETIREMENT

SURPRISE! YOU’VE GOT MONEY!

A NEW WAY TO LOOK AT YOUR BUCKET LIST

ONCE UPON A GOAL

DON’T BUY THE HYPE

PREPARING FOR THE ULTIMATE VACATION

NO CASH, NO CHECKS, NO PROBLEM

WHEN MARKETS REACT

THE LONG RUN: WOMEN AND RETIREMENT

STAY SAFE WITH A B.O.P. AT YOUR BACK

UNDERSTANDING THE SECURE ACT

ENCORE CAREERS: PUSH YOUR BOUNDARIES

DREAMING UP AN ACTIVE RETIREMENT

RETIRING IN A POST-PANDEMIC WORLD

RISK TOLERANCE: WHAT’S YOUR STYLE?

SUPPORTING LOCAL BUSINESS IN A CRISIS

IS TERM LIFE INSURANCE FOR YOU?

A LOOK AT WHOLE LIFE INSURANCE

ASSESS LIFE INSURANCE NEEDS

How to Support Local Businesses During a Pandemic

RETIRING WILD: NATIONAL PARKS AND YOU

PICKLEBALL IN RETIREMENT

Three Keys To A Great Password

FINANCIAL AID FOR STUDENTS 101

5 THINGS THAT SEASONED TRAVELERS ARE DOING (THAT YOU’RE NOT)

THE BEST APPS IN TRAVEL

TRAVEL, WITHOUT THE BAGGAGE

BEST VACATIONS: BY CAR, BY SHIP, BY FOOT, ONCE IN A LIFETIME

FOUR GREAT, UNEXPECTED PLACES TO RAISE A FAMILY

MASTERING MOBILE LINGO

KEEPING GOOD RECORDS IS GOOD BUSINESS

CREATIVE WAYS TO MOTIVATE YOUR EMPLOYEES

BUILDING YOUR LEGACY

MONEY DRAINING FOOD MYTHS

GOOD HEALTH IS GOOD BUSINESS

RAISING HEALTHY CHILDREN

AVOIDING COGNITIVE DECLINE

DEBT STRESS

CHANGING UNHEALTHY BEHAVIORS

PLEASE LEAVE HOME WITHOUT IT

STOP WASTING MONEY

SAVING ON SUBSCRIPTION SERVICE COSTS

THE FINANCIAL LITERACY CRISIS

A CHEAT SHEET FOR SENDING YOUR KID TO COLLEGE

PERSONAL FINANCE TIPS FOR MILITARY FAMILIES

PREVENT A RIFT: MONEY TIPS FOR NEWLYWEDS

CROWDFUNDING—CAPITAL FOR THE 21ST CENTURY

PUTTING A PRICE TAG ON YOUR HEALTH

COUNTDOWN TO COLLEGE

DO YOUR KIDS KNOW THE VALUE OF A SILVER SPOON?

HEALTHY BODY, HEALTHY POCKETBOOK

A HOUSE DIVIDED

TO CATCH A THIEF

FIXED OR VARIABLE MORTGAGE, WHICH SHOULD YOU PICK?

LOTS OF VARIABLES WITH FIXED-RATE MORTGAGES

MANAGING MONEY AS A COUPLE

BUILDING A SOLID FINANCIAL FOUNDATION

MORTGAGES IN RETIREMENT

YEAR-END CHARITABLE GIFTING AND YOU

Data Thieves from Outer Spae

THE HISTORY OF CURRENCY

BUDGETING AFTER A DIVORCE

STRATEGIES FOR MANAGING STUDENT LOAN DEBT

THE LOWDOWN ON THOSE FREE CREDIT SCORES

THE HALF MILLION DOLLAR BABY

WEIGHING THE BENEFITS OF PREPAID DEBIT CARDS

COUNTERING COUNTERFEIT CURRENCY

THE ECONOMIC JOURNEY OF YOUR MORNING COFFEE

A PENNY SAVED IS TWO PENNIES EARNED

PASSWORD PROTECTION STRATEGIES

WHAT TO LOOK FOR IN PERSONAL FINANCE APPS

BUDGET CHECK UP: TAX TIME IS THE RIGHT TIME

YOUR EMERGENCY FUND: HOW MUCH IS ENOUGH?

BUYING VS. LEASING A CAR

PAY YOURSELF FIRST

LIFE AND DEATH OF A TWENTY DOLLAR BILL

U.S. PERSONAL SAVINGS RATE

HOW DOES YOUR CREDIT SCORE COMPARE?

SPOTTING CREDIT TROUBLE

ASSESS LIFE INSURANCE NEEDS

TAX & ESTATE STRATEGIES FOR MARRIED LGBTQ+ COUPLES

FILING FINAL TAX RETURNS FOR THE DECEASED

TAX RULES WHEN SELLING YOUR HOME

DOES YOUR CHILD NEED TO FILE AN INCOME TAX RETURN?

YOU MAY NEED TO MAKE ESTIMATED TAX PAYMENTS IF…

FIVE MOST OVERLOOKED TAX DEDUCTIONS

HOW TO APPEAL YOUR PROPERTY TAXES

RED FLAGS FOR TAX AUDITORS

DONATING ART: TAXATION ABSTRACTION

TAX DEDUCTIONS YOU WON’T BELIEVE

HOW TO MAKE THE TAX CODE WORK FOR YOU

DO YOU OWE THE AMT?

GET PAID FOR GOING GREEN

WHAT IS A 1035 EXCHANGE?

WHAT IF YOU GET AUDITED?

WHAT DO YOUR TAXES PAY FOR?

HOW INCOME TAXES WORK

How to Conquer the World- 5 Financial Strategies for Savvy Single Women

INVESTING FOR IMPACT

PULLBACKS, CORRECTIONS, AND BEAR MARKETS

HOW TO INVEST IN LGBTQ+ FRIENDLY COMPANIES

YOU WOULD RATHER BE…

HOW FINANCIAL PROFESSIONALS ARE COMPENSATED

FOUR REALLY GOOD REASONS TO INVEST

INVESTMENT CHALLENGES OF THE AFFLUENT INVESTOR

DON’T BE YOUR OWN WORST ENEMY

ALTERNATIVE INVESTMENTS – GOING MAINSTREAM

THE INVESTMENT RISK NO ONE’S EVER HEARD OF

THE UTILITY OF SECTOR INVESTING

THE ANATOMY OF AN INDEX

INVESTING WITH YOUR HEART

EARNINGS FOR ALL SEASONS

THE IVORY TOWER CHANGES WALL STREET

THE ABCS OF ZERO COUPON BONDS

A TAXING STORY: CAPITAL GAINS AND LOSSES

ALL MUNI BONDS ARE NOT CREATED EQUAL

THE GREAT DEBATE CONTINUES: ACTIVE VS. PASSIVE

GLOBAL VS. INTERNATIONAL: WHAT’S THE DIFFERENCE?

A DECISION NOT MADE IS STILL A DECISION

GETTING A HEAD START ON COLLEGE SAVINGS

REQUIRED READING: THE ECONOMIC REPORT OF THE PRESIDENT

HOW STOCKS WORK

ASSET ALLOCATION

A PRIMER ON DIVIDENDS

HOW THE FEDERAL RESERVE WORKS

BEST-PERFORMING ASSET CLASSES

TYPES OF STOCK MARKET ANALYSIS

TIPS FOR INFLATION

ESTIMATING THE COST OF COLLEGE

REBALANCING YOUR PORTFOLIO

VALUE VS. GROWTH INVESTING

MUTUAL FUNDS VS. ETFS

INFLATION & YOUR MONEY

A LOOK AT DIVERSIFICATION

THE BUSINESS CYCLE

MANAGING AN INHERITANCE

WHY EVERYONE NEEDS AN ESTATE STRATEGY

WHEN HEIRS ARE IMPERFECT

FOUR STEPS TO VALUING AN ESTATE

FOUR REASONS MILLENNIALS NEED AN ESTATE STRATEGY

YOURS, MINE, AND OURS: ESTATE STRATEGIES FOR SECOND MARRIAGE

REVISING ESTATE STRATEGY ASSUMPTIONS

TIPS FOR FINDING CARE FOR YOUR DISABLED CHILD

A LIVING TRUST PRIMER

A PRIMER ON IRREVOCABLE LIFE INSURANCE TRUSTS

4 STEPS TO PROTECTING A CHILD WITH DISABILITIES

UNDERSTANDING THE ALTERNATE VALUATION DATE

CHOOSING A BUSINESS STRUCTURE

WHAT IS THE VALUE OF YOUR BUSINESS?

SUCCEEDING AT BUSINESS SUCCESSION

PROBLEMS WITH PROBATE

TRENDS IN CHARITABLE GIVING

WILL POWER

A BRIEF HISTORY OF ESTATE TAXES

PUT IT IN A LETTER

AND THE EXECUTOR IS

ESTATE MANAGEMENT CHECKLIST

CRITICAL ESTATE DOCUMENTS

SAVING EARLY & LETTING TIME WORK FOR YOU

RETIREMENT SEEN THROUGH YOUR EYES

STARTING A ROTH IRA FOR A TEEN

WHO IS YOUR TRUSTED CONTACT?

A Meal For All Generations

HELPFUL RETIREMENT STRATEGIES FOR WOMEN

HOW RETIREMENT SPENDING CHANGES WITH TIME

WHY MEDICARE SHOULD BE PART OF YOUR RETIREMENT STRATEGY

RETIREMENT REALITIES

HOW WOMEN CAN PREPARE FOR RETIREMENT

LESSER KNOWN PROVISIONS OF THE SECURE ACT

Women on the Rise

THE SECURE ACT

5 BENEFITS OF WORKING IN RETIREMENT

The Pre-Retirement Checklist

RETIREMENT TRAPS TO AVOID

WHAT’S NEW FOR SOCIAL SECURITY?

DOES YOUR PORTFOLIO FIT YOUR RETIREMENT LIFESTYLE?

EIGHT MISTAKES THAT CAN UPEND YOUR RETIREMENT

THREE KEY QUESTIONS TO ANSWER BEFORE TAKING SOCIAL SECURITY

IS A VARIABLE ANNUITY RIGHT FOR ME?

IRA WITHDRAWALS THAT ESCAPE THE 10% TAX PENALTY

CHOICES FOR YOUR 401(K) AT A FORMER EMPLOYER

SOCIAL SECURITY: THE ELEPHANT IN THE ROOM

SOCIAL SECURITY: FIVE FACTS YOU NEED TO KNOW

SOCIAL SECURITY: THE 64,000 DOLLAR QUESTION

SOCIAL SECURITY: MAXIMIZING BENEFITS

SOCIAL SECURITY BENEFITS: HOW MUCH WILL I RECEIVE

VOLUNTEERING IN RETIREMENT

SHOULD YOU BORROW FROM YOUR 401(K)?

THINKING OF RETIRING ABROAD?

CERTAIN UNCERTAINTIES IN RETIREMENT

MONEY THAT BUYS GOOD HEALTH IS NEVER ILL SPENT

INFLATION – BACK TO THE FUTURE

ORCHESTRATING YOUR RETIREMENT ACCOUNTS

IS A SEP-IRA RIGHT FOR YOUR BUSINESS?

CHOOSING A RETIREMENT PLAN THAT FITS YOUR BUSINESS

A BUCKET PLAN TO GO WITH YOUR BUCKET LIST

YOUR CHANGING DEFINITION OF RISK IN RETIREMENT

RETIREMENT INCOME AND THE TRADITIONAL PORTFOLIO

SYSTEMATIC WITHDRAWALS IN RETIREMENT

CATCH-UP CONTRIBUTIONS

WHAT IS A ROTH 401(K)?

CARING FOR AGING PARENTS

WOMEN AND FINANCIAL STRATEGIES

THE WILD WEST OF DATA THEFT

IMMEDIATE VS. DEFERRED ANNUITIES

HOW WILL WORKING AFFECT SOCIAL SECURITY BENEFITS?

IMPORTANT BIRTHDAYS OVER 50

WHERE WILL YOUR RETIREMENT MONEY COME FROM?

SPLIT ANNUITY STRATEGY

THE POWER OF TAX-DEFERRED GROWTH

TRADITIONAL VS. ROTH IRA

WHEN SHOULD YOU TAKE SOCIAL SECURITY

HEALTHCARE COSTS IN RETIREMENT

THE COST OF PROCRASTINATION

9 FACTS ABOUT SOCIAL SECURITY

9 FACTS ABOUT RETIREMENT

WHAT IS AN ANNUITY?

WHAT IS AN ANNUITY?

Dreaming Up an Active Retirement

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