Maxwell Financial Management

05/04/2022

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

05/02/2022

Self-employed? Learn more about your retirement plan options.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

04/27/2022

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

04/25/2022

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

04/20/2022

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

04/19/2022

With just weeks to go until the tax deadline, should you be waiting to file your taxes?

04/18/2022

This message provides a look at how variable rates of return impact investors over time.

A look at how variable rates of return impact investors over time.

04/15/2022

may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

04/15/2022

From free hotel rooms to line-cutting privileges at the airport, here’s how to make your credit cards deliver “Champagne on a beer budget.”

04/13/2022

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

04/12/2022

When 10-year Treasury notes yield less than 3-month Treasury bills, that strongly signals recession and weak markets. It isn't close to happening yet.

04/08/2022

The economic outlook may stabilize now that the Fed has outlined a plan for their monetary policy and ways to stem the rising tide of inflation.

Greater clarity on monetary policy and improved investor sentiment on the economic outlook propelled stocks in March to their first monthly gain of the year.