When considering a record keeping system for your business, you need to ask yourself some very important questions
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Keeping Good Records is Good Business
The economy is still hurting, but nobody told that to the large companies in the S&P 500. Powered by robust earnings growth and mountains of liquidity, the S&P 500 reached an all-time high on September 2nd less than six months after...
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S&P 500 Reaches All-Time High on Rapid Rebound
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
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?
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got 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
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
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
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
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
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
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
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
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
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
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
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
How many credit cards do you have?
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Spotting Credit Trouble
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
In a year bereft of good news, yesterday’s joint press release from Pfizer and BioNTech was a welcome relief not only to investors, but people everywhere. It said that their “vaccine candidate was found to be more than 90%...
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Pfizer and BioNTech Announce Phase 3 Success
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
When was the last time you updated your will?
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Will Power
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
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
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
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
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
The loss of life and the complete transformation of daily living has led to grief and hardship. It seems callous to look for potentially positive unintended consequences, but we are tasked with managing client portfolios and keeping...
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New Business Formations Surge
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
The average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
When was the last time you paid yourself first?
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Pay Yourself First
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
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
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
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
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
When was the last time you paid yourself first?
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Pay Yourself First
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
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
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
2020 was a year for the history books. COVID-19 created a pandemic unlike any we have seen in the last 100 years. Fatalities from COVID-19 in the United States and globally are now estimated to be in excess of 340,000 and 1.8 million,...
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2020: A Year to Forget and Remember
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
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
Is your retirement portfolio subject to “sequence of returns” danger?
NEWPOTOMACPARTNERS.COM
Retirement Income and the Traditional Portfolio
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
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.
NEWPOTOMACPARTNERS.COM
Estate Management 101
The savings rate is the government’s estimate of how much U.S. households are saving.
NEWPOTOMACPARTNERS.COM
U.S. Personal Savings Rate
2020 was a year for the history books. COVID-19 created a pandemic unlike any we have seen in the last 100 years. Fatalities from COVID-19 in the United States and globally are now estimated to be in excess of 340,000 and 1.8 million,...
NEWPOTOMACPARTNERS.COM
2020: A Year to Forget and Remember
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
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
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
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
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
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
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
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
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Even low inflation rates can impact your retirement outlook over time.
NEWPOTOMACPARTNERS.COM
Inflation - Back to the Future
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
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
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
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
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
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
The average college senior graduates with credit card debt. How will your kids manage money?
NEWPOTOMACPARTNERS.COM
Do Your Kids Know The Value of a Silver Spoon?
What did it take to become the richest man in Babylon?
NEWPOTOMACPARTNERS.COM
The Richest Man in Babylon
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
As most people know by now, GameStop shares experienced a meteoric rise in January before crashing back to earth. Retail “investors” on a Reddit message board tried to initiate a short squeeze on the heavily shorted stock....
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GameStop and Financial Markets
There are many factors to consider before tapping retirement money to pay for college.
NEWPOTOMACPARTNERS.COM
Should You Tap Retirement Savings to Fund College?
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
NEWPOTOMACPARTNERS.COM
Life and Death of a Twenty Dollar Bill
10 tips that can head-off marriage money problems.
NEWPOTOMACPARTNERS.COM
Prevent a Rift: Money Tips for Newlyweds
Three steps may make a difference if you find yourself suddenly single.
NEWPOTOMACPARTNERS.COM
Suddenly Single: 3 Steps to Take Now
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
[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
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
As most people know by now, GameStop shares experienced a meteoric rise in January before crashing back to earth. Retail “investors” on a Reddit message board tried to initiate a short squeeze on the heavily shorted stock....
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GameStop and Financial Markets
There are benefits and limitations when using a living trust. #LivingTrust
NEWPOTOMACPARTNERS.COM
A Living Trust Primer
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
NEWPOTOMACPARTNERS.COM
Trends in Charitable Giving
When it comes to investing, you may be your own worst enemy.
NEWPOTOMACPARTNERS.COM
Don’t Be Your Own Worst Enemy
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
NEWPOTOMACPARTNERS.COM
The Fed and How It Got That Way
15-year vs. 30-year: know your refinancing options.
NEWPOTOMACPARTNERS.COM
Lots of Variables with Fixed-Rate Mortgages
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
NEWPOTOMACPARTNERS.COM
Mastering Mobile Lingo
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
NEWPOTOMACPARTNERS.COM
What Is a 1035 Exchange?
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
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
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
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
NEWPOTOMACPARTNERS.COM
What Is a 1035 Exchange?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
NEWPOTOMACPARTNERS.COM
IRA Withdrawals that Escape the 10% Tax Penalty
When was the last time you paid yourself first?
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Pay Yourself First
Do you know the difference between a global mutual fund and an international mutual fund?
NEWPOTOMACPARTNERS.COM
Global and International Funds
The House of Representatives passed a $1.9 trillion bill known as the American Rescue Plan on March 10, 2021. The vitriol level seems to have fallen on both sides even if the era of hyper-partisanship continues. All but one of the...
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The American Rescue Plan Passes
Childhood attitudes and habits can determine your child's health in his or her adult years.
NEWPOTOMACPARTNERS.COM
Raising Healthy Children
Business owners should consider a succession plan sooner rather than later.
NEWPOTOMACPARTNERS.COM
Succeeding at Business Succession
Learn more about whether you need to pay estimated taxes.
NEWPOTOMACPARTNERS.COM
You May Need to Make Estimated Tax Payments If…
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
NEWPOTOMACPARTNERS.COM
Once Upon a Goal
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
Should gold be a part of your diversified portfolio?
NEWPOTOMACPARTNERS.COM
Should I Invest in Gold?
Do you know the difference between a global mutual fund and an international mutual fund?
NEWPOTOMACPARTNERS.COM
Global and International Funds
The House of Representatives passed a $1.9 trillion bill known as the American Rescue Plan on March 10, 2021. The vitriol level seems to have fallen on both sides even if the era of hyper-partisanship continues. All but one of the...
NEWPOTOMACPARTNERS.COM
The American Rescue Plan Passes
Childhood attitudes and habits can determine your child's health in his or her adult years.
NEWPOTOMACPARTNERS.COM
Raising Healthy Children
