AGT Financial, llc

AGT Financial, llc Clarifying Your Financial Future

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
03/17/2025

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
03/14/2025

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

How prepared are you for retirement?
03/12/2025

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.

Benefit. Premium. Policyholder. Learn the language before evaluating your options.
03/10/2025

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

Check out this video on taxes.
03/07/2025

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What should you look for in a personal finance app?
03/05/2025

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

"The only things certain in life are death and taxes." Benjamin Franklin
03/03/2025

"The only things certain in life are death and taxes." Benjamin Franklin

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
02/28/2025

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
02/26/2025

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

What would happen to your loved ones if you were gone? Make financial preparations today.
02/24/2025

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
02/21/2025

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

The financial risks to consider when evaluating self insurance?
02/19/2025

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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