Infographics Archive

Infographics

10 Tax Planning Tips Your CPA Might Have Missed

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

Infographics

Medicare and Social Security Milestones

Medicare and Social Security can be confusing. However as you approach retirement, they become very important and are no longer avoidable. Use our Medicare and Social Security Milestones infographic to guide you as you approach retirement!

Infographics

Small Business Owners

199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.

Infographics

Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce.

Infographics

In Transition: Coping with Big Life Changes

The one constant in life is change. Whether your child is graduating from college or getting married, whether you’ve inherited assets, recently divorced, lost your job, lost your spouse, remarried, or been diagnosed with an illness, life comes at you fast.

Infographics

Caregiving, No Greater Gift

If you’re part of the “Sandwich Generation,” then you’re facing the challenge of managing your family, career, and the needs of your aging parents. First coined in 1981, the label “Sandwich Generation” describes caregivers who are responsible for both children and elderly parents.

Infographics

10 Questions Every Woman Should Ask Her Advisor

It’s important to do your homework before choosing your financial advisor.

Infographics

What Every Woman Should Know About Long Term Care

Published by Taylor Financial Group Why should women plan for long-term care? Because they are living longer than men and it is expensive! Annual costs of common long-term care services can add up to anywhere from $43,000 to over $100,000. How are you going to pay for it?

Infographics

Long-Term Care

Do you know someone who has recently been diagnosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia.

Infographics

Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million.