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Retirement

9 Facts About Retirement
Social Security: Maximizing Benefits
Who Is Your Trusted Contact?
Conquering Retirement Challenges for Women
Deciding When to Take Social Security
Women on the Rise
Choosing a Retirement Plan that Fits Your Business

Investment

The Utility of Sector Investing
The Anatomy of an Index
Alternative Investments - Going Mainstream
A Primer on Dividends
A Taxing Story: Capital Gains and Losses
Inflation & Your Money
How Stocks Work

Estate

Problems with Probate
Four Steps to Valuing an Estate
Estate Management Checklist
A Brief History of Estate Taxes

Insurance

Keeping Summer Safe: Pool and Spa Safety Tips
Teen Drinking and Your Liability
Making Sense Of A Home Warranty
The Cost of Medical Care
Inventorying Your Possessions
When Life Insurance Becomes Taxable
Understanding Extended Care
Assess Life Insurance Needs
The A, B, C, & D of Medicare

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
Tax & Estate Strategies for Married LGBTQ+ Couples
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
Do You Owe The AMT?
What Is a 1035 Exchange?

Money

The Half Million Dollar Baby
Buying vs. Leasing a Car
How Big is Money?
Personal Finance Calendar

Lifestyle

Prevent a Rift: Money Tips for Newlyweds
Fixed or Variable Mortgage, Which Should You Pick?
Mastering Mobile Lingo
Money Draining Food Myths
Changing Unhealthy Behaviors
The Financial Literacy Crisis
Putting a Price Tag On Your Health
Do Your Kids Know The Value of a Silver Spoon?

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Office: 518-360-7661

33 Chester Ct

Troy, NY 12182

tdingley@tjdfinancialplanning.com

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