Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
AFFINITYADVANTAGE.COM
Life and Death of a Twenty Dollar Bill
Here are a few key factors to consider when naming an executor for your estate.
AFFINITYADVANTAGE.COM
And the Executor Is
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
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
10 tips that can head-off marriage money problems.
AFFINITYADVANTAGE.COM
Prevent a Rift: Money Tips for Newlyweds
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
AFFINITYADVANTAGE.COM
What’s Your Investment IQ?
When considering a record keeping system for your business, you need to ask yourself some very important questions
AFFINITYADVANTAGE.COM
Keeping Good Records is Good Business
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
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
Your ideal #retirement may differ from reality, but we can work together to better align the two.
AFFINITYADVANTAGE.COM
RE: Retirement
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
AFFINITYADVANTAGE.COM
Once Upon a Goal
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
AFFINITYADVANTAGE.COM
Planning for the Expected
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
AFFINITYADVANTAGE.COM
What is the Value of Your Business?
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
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?
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
AFFINITYADVANTAGE.COM
Put It in a Letter
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
AFFINITYADVANTAGE.COM
What You Should Do About Insurance Following a Divorce
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
What would happen to your loved ones if you were gone? Make financial preparations today.
AFFINITYADVANTAGE.COM
Variable Universal Life Insurance
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
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?
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
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
AFFINITYADVANTAGE.COM
Social Security: By the Numbers
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
AFFINITYADVANTAGE.COM
Social Media: #NewestBusinessLiabilityRisk
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
AFFINITYADVANTAGE.COM
Budgeting After a Divorce
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
AFFINITYADVANTAGE.COM
Life and Death of a Twenty Dollar Bill
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and 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.
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Do You Owe The AMT?
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
AFFINITYADVANTAGE.COM
Understanding Marginal Income Tax Brackets
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
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
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
AFFINITYADVANTAGE.COM
What Do Your Taxes Pay For?
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
AFFINITYADVANTAGE.COM
The ABC’s of Auto Insurance
The average college senior graduates with credit card debt. How will your kids manage money?
AFFINITYADVANTAGE.COM
Do Your Kids Know The Value of a Silver Spoon?
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 doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Understanding the Basics of Medigap Policies
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
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
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
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
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Prescription Drug Benefits Under Medicare (Part D)
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
AFFINITYADVANTAGE.COM
Critical Estate Documents
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
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
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
AFFINITYADVANTAGE.COM
Stay Safe with a B.O.P. At Your Back
Did you know the word trivia is plural for the word trivium?
It's also National Trivia Day!
https://nationaldaycalendar.com/national-trivia-day-january-4/
NATIONALDAYCALENDAR.COM
NATIONAL TRIVIA DAY – January 4
Did you know it's National Spaghetti Day?
Mangia!
https://nationaltoday.com/national-spaghetti-day/
NATIONALTODAY.COM
NATIONAL SPAGHETTI DAY - January 4, 2021 | National Today
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
It's National Bagel Day! The one day a year we should all be morning people.
What's your favorite bagel?
https://www.delish.com/food-news/a35216789/national-bagel-day-2021-deals/
DELISH.COM
National Bagel Day Is Here And These Are The Places Honoring The Occasion With Free Breakfast Sandwiches
When it comes to investing, you may be your own worst enemy.
AFFINITYADVANTAGE.COM
Don’t Be Your Own Worst Enemy
Take the time to think about these three things when shopping for your next vehicle.
AFFINITYADVANTAGE.COM
Consider These 3 Things Before Driving Off the Lot
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+
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
AFFINITYADVANTAGE.COM
Insuring Your Business Against Cyber Liability
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
AFFINITYADVANTAGE.COM
Personal Finance Tips for Military Families
It's National Bagel Day! The one day a year we should all be morning people.
What's your favorite bagel?
https://www.delish.com/food-news/a35216789/national-bagel-day-2021-deals/
DELISH.COM
National Bagel Day Is Here And These Are The Places Honoring The Occasion With Free Breakfast Sandwiches
When it comes to investing, you may be your own worst enemy.
AFFINITYADVANTAGE.COM
Don’t Be Your Own Worst Enemy
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
AFFINITYADVANTAGE.COM
Mutual Funds vs. ETFs
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
AFFINITYADVANTAGE.COM
When Should You Take Social Security
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:
AFFINITYADVANTAGE.COM
Medicare At 65+
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
AFFINITYADVANTAGE.COM
Insuring Your Business Against Cyber Liability
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
AFFINITYADVANTAGE.COM
Personal Finance Tips for Military Families
Test your estate strategy knowledge with this short quiz.
AFFINITYADVANTAGE.COM
Test Your Estate Strategy Knowledge
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
AFFINITYADVANTAGE.COM
What Is a 1035 Exchange?
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
AFFINITYADVANTAGE.COM
Password Protection Strategies
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
AFFINITYADVANTAGE.COM
Mutual Funds vs. ETFs
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
AFFINITYADVANTAGE.COM
When Should You Take Social Security
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:
AFFINITYADVANTAGE.COM
Medicare At 65+
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
AFFINITYADVANTAGE.COM
Monthly Market Insights | February 2021
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
AFFINITYADVANTAGE.COM
TIPS for Inflation
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
AFFINITYADVANTAGE.COM
What You Should Do About Insurance Following a Divorce
Test your estate strategy knowledge with this short quiz.
AFFINITYADVANTAGE.COM
Test Your Estate Strategy Knowledge
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
AFFINITYADVANTAGE.COM
What Is a 1035 Exchange?
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
AFFINITYADVANTAGE.COM
Password Protection Strategies
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.
AFFINITYADVANTAGE.COM
Do You Owe The AMT?
Do you know what your #insurance needs are, when you’re married, with children?
AFFINITYADVANTAGE.COM
Insurance Needs Assessment: Married With Children
Find out whether you are insurable before implementing a strategy using life insurance.
AFFINITYADVANTAGE.COM
Universal 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.
AFFINITYADVANTAGE.COM
Monthly Market Insights | February 2021
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
AFFINITYADVANTAGE.COM
TIPS for Inflation
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
AFFINITYADVANTAGE.COM
What You Should Do About Insurance Following a Divorce
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
AFFINITYADVANTAGE.COM
The Business Cycle
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
AFFINITYADVANTAGE.COM
A Fruitful Retirement: Social Security Benefit
What should you look for in a personal finance app?
AFFINITYADVANTAGE.COM
What to Look for in Personal Finance Apps
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.
AFFINITYADVANTAGE.COM
Do You Owe The AMT?
Do you know what your #insurance needs are, when you’re married, with children?
AFFINITYADVANTAGE.COM
Insurance Needs Assessment: Married With Children
Find out whether you are insurable before implementing a strategy using life insurance.
AFFINITYADVANTAGE.COM
Universal Life Insurance
Ever heard of a Roth 401(k)? Would one be right for you?
AFFINITYADVANTAGE.COM
What Is a Roth 401(k)?
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
AFFINITYADVANTAGE.COM
Is Term Life Insurance for You?
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
AFFINITYADVANTAGE.COM
The Business Cycle
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
AFFINITYADVANTAGE.COM
A Fruitful Retirement: Social Security Benefit
What should you look for in a personal finance app?
AFFINITYADVANTAGE.COM
What to Look for in Personal Finance Apps
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.
AFFINITYADVANTAGE.COM
Do You Owe The AMT?
What do you need to know in the face of post COVID-19 volatility?
AFFINITYADVANTAGE.COM
Pullbacks, Corrections, and Bear Markets
For a small business, the loss of a key person could cause financial hardship.
AFFINITYADVANTAGE.COM
Protecting Your Business from the Loss of a Key Person
Ever heard of a Roth 401(k)? Would one be right for you?
AFFINITYADVANTAGE.COM
What Is a Roth 401(k)?
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
AFFINITYADVANTAGE.COM
Is Term Life Insurance for You?
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
AFFINITYADVANTAGE.COM
The Business Cycle
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
AFFINITYADVANTAGE.COM
A Fruitful Retirement: Social Security Benefit
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
AFFINITYADVANTAGE.COM
Put It in a Letter
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
AFFINITYADVANTAGE.COM
Monthly Market Insights | March 2021
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
AFFINITYADVANTAGE.COM
Jane Bond: Infiltrating the Market
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
AFFINITYADVANTAGE.COM
Emerging Market Opportunities
What do you need to know in the face of post COVID-19 volatility?
AFFINITYADVANTAGE.COM
Pullbacks, Corrections, and Bear Markets
For a small business, the loss of a key person could cause financial hardship.
AFFINITYADVANTAGE.COM
Protecting Your Business from the Loss of a Key Person
The average college senior graduates with credit card debt. How will your kids manage money?
AFFINITYADVANTAGE.COM
Do Your Kids Know The Value of a Silver Spoon?
Do your kids have the right stuff for college? #CollegePrep
AFFINITYADVANTAGE.COM
Countdown to College
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
AFFINITYADVANTAGE.COM
Put It in a Letter
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
AFFINITYADVANTAGE.COM
Monthly Market Insights | March 2021
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
AFFINITYADVANTAGE.COM
Jane Bond: Infiltrating the Market
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
AFFINITYADVANTAGE.COM
Emerging Market Opportunities
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
AFFINITYADVANTAGE.COM
The Junk Drawer Approach to Investing
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
AFFINITYADVANTAGE.COM
Yours, Mine, and Ours: Estate Strategies for Second Marriages
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
AFFINITYADVANTAGE.COM
Jane Bond: Scaling the Ladder
The average college senior graduates with credit card debt. How will your kids manage money?
AFFINITYADVANTAGE.COM
Do Your Kids Know The Value of a Silver Spoon?
Do your kids have the right stuff for college? #CollegePrep
AFFINITYADVANTAGE.COM
Countdown to College
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
AFFINITYADVANTAGE.COM
Put It in a Letter
10 tips that can head-off marriage money problems.
AFFINITYADVANTAGE.COM
Prevent a Rift: Money Tips for Newlyweds
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
AFFINITYADVANTAGE.COM
What to Look for in a Long-Term Care Policy
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
AFFINITYADVANTAGE.COM
The Junk Drawer Approach to Investing
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
AFFINITYADVANTAGE.COM
Yours, Mine, and Ours: Estate Strategies for Second Marriages
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
AFFINITYADVANTAGE.COM
Jane Bond: Scaling the Ladder
The average college senior graduates with credit card debt. How will your kids manage money?
AFFINITYADVANTAGE.COM
Do Your Kids Know The Value of a Silver Spoon?