Worried about passing your wealth to a troubled adult child?There are strategies that can help.
AGEMY.COM
When Heirs are Imperfect
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
AGEMY.COM
A Home Insurance Claim: To File Or Not To File
How much is enough for your emergency fund?
AGEMY.COM
Your Emergency Fund: How Much Is Enough?
Children with special needs may need ongoing help after theirparents are gone.
AGEMY.COM
4 Steps to Protecting a Child with Disabilities
Attention Estate Executors: Do you know about the Alternate Valuation Date?
AGEMY.COM
Understanding the Alternate Valuation Date
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
AGEMY.COM
Social Security Benefits: How Much Will I Receive
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
AGEMY.COM
Trends in Charitable Giving
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
AGEMY.COM
What’s Your Investment IQ?
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
AGEMY.COM
Monthly Market Insights | October 2020
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
AGEMY.COM
Dog Bites Neighbor. Now What?
Do you have a will? Is it updated?
AGEMY.COM
When Do You Need a Will?
When was the last time you paid yourself first?
AGEMY.COM
Pay Yourself First
Have a strategy for discussing healthcare with your parents. #AgingParents
AGEMY.COM
Caring for Aging Parents
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
AGEMY.COM
How the Federal Reserve Works
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
AGEMY.COM
Password Protection Strategies
Test your estate strategy knowledge with this short quiz.
AGEMY.COM
Test Your Estate Strategy Knowledge
Do you know the difference between a global mutual fund and an international mutual fund?
AGEMY.COM
Global and International Funds
How prepared are you for retirement?
AGEMY.COM
The Pre-Retirement Checklist
That big list of dreams and goals isn't the only way to look at your bucket list.
AGEMY.COM
A New Way to Look at Your Bucket List
If you died, what would happen to your email archives, social
profiles, and online accounts?
AGEMY.COM
Safeguard Your Digital Estate
When considering a record keeping system for your business, you need to ask yourself some very important questions
AGEMY.COM
Keeping Good Records is Good Business
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
AGEMY.COM
Choosing a Business Structure
You can help ensure that losing your wallet doesn't turn into something bigger.
AGEMY.COM
What to Do When You Lose Your Wallet
Here are 4 unexpected locations that make great places to #raise your #family.
AGEMY.COM
Four Great, Unexpected Places to Raise a Family
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
AGEMY.COM
Social Security Benefits: How Much Will I Receive
What did it take to become the richest man in Babylon?
AGEMY.COM
The Richest Man in Babylon
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
AGEMY.COM
Monthly Market Insights | February 2021
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
AGEMY.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
AGEMY.COM
Investments
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
AGEMY.COM
How the Federal Reserve Works
