It’s the season of giving! There are more than just personal and emotional benefits from charitable giving; there are tax benefits, too. But how do you know if you’re getting the deductions you expect? And if not, how do you create them? Start the holiday season right by joining our host Jim as he helps you navigate tax and estate planning tools you may not have known about.
Real Wealth® is an online radio program with a purpose to educate Americans on financial wellness. Each episode covers a different subject that can help you achieve your financial needs and goals.
Tuition has gone up more than 50% since 1999 and there’s no sign of it slowing down. Tune in as John Wheeler, 40+ year veteran in the Insurance Industry, shares one out-of-the box savings tool you might not have considered!
Quote of the Week
“Act as if what you do makes a difference… IT DOES.”
– William James
Resources For You
American Association for Medicare Supplemental Insurance
Learn about Medicare Supplement Insurance plans, information & costs. "Medigap" insurance is private health insurance designed to help pay health care costs that Medicare does not cover, such as co-payments, co-insurance and deductibles.
Make tax savings easy! Turn business expenses into deductions, track your mileage, digitally store your receipts, and keep more of your money.
Taxbot is usually $19.99/month. Use this link to get a 50% discount!
College Savings Foundation
Achieve your education savings goals! CSF is a not-for-profit organization with the mission of helping American families achieve their education savings goals by working with public policy makers, media representatives and financial services industry executives in support of education savings programs.
A nonprofit organization dedicated to helping Americans take personal financial responsibility through the ownership of life insurance and related products, including disability and long-term care insurance. Life Happens, so make sure to safeguard yourself and your loved ones.
Social Security: Estimate Your Benefits
The Retirement Estimator gives estimates based on your actual Social Security earnings record.
Please keep in mind these are just estimates.
The Power Formula
Master the secrets of LinkedIn with this crash-course! Find the perfect prospects that lead to sales, connect with people who really matter, get leads to come to you, and uncover insider information about your prospects!
Use code "REALWEALTH" to save 25%.
Savings Bond Calculator
Find out what your savings bonds are worth with this online calculator. The calculator will price Series EE, Series E, and Series I savings bonds, and Savings Notes. Features include current interest rate, next accrual date, final maturity date, and year-to-date interest earned.
American Association for Critical Illness Insurance
The nation's leading source for information on critical illness protection. Get the facts. See what insurance costs. Request a free, no-obligation quote from the Association's designated experts.
Saving For College
Your guide to saving for college.
Find objective information about Section 529 college savings plans, compare savings options, access tools & calculators and perform scholarship searches.
National Endowment for Financial Education
The leading private nonprofit 501(c)(3) national foundation dedicated to inspiring empowered financial decision-making for individuals and families through every stage of life.
Social Security: Manage Your Benefits
Keep track of your earnings and verify them every year, get an estimate of your future benefits if you're still working, get a letter with proof of your benefits if you currently receive them and manage your benefits.
Share Save Spend
Learn the 'Share, Save, Spend' approach on developing and maintaining healthy money habits, and link your money decisions to your values.
The choices we make can change the world.
American Association for Long-Term Care Insurance
Compare Long Term Care costs, get the latest facts, compare quotes and get tax deduction information. The AALTCI's goal is to educate consumers and provide the most current and objective information to help you make smarter decisions.
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Real Wealth® 2016
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