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Retirement

Split Annuity Strategy

Investment

How Stocks Work
Estimating the Cost of College
Required Reading: The Economic Report of the President
The Utility of Sector Investing
The Anatomy of an Index

Estate

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

Insurance

The Value of Insuring Against Life’s Risks
Dog Bites Neighbor. Now What?
When Life Insurance Becomes Taxable
Keeping Summer Safe: Pool and Spa Safety Tips
Teen Drinking and Your Liability
Making Sense Of A Home Warranty
Inventorying Your Possessions
Understanding Extended Care

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
Do You Owe The AMT?

Money

Countering Counterfeit Currency
Weighing the Benefits of Prepaid Debit Cards
Your Emergency Fund: How Much Is Enough?
U.S. Personal Savings Rate
The Lowdown on Those Free Credit Scores

Lifestyle

Good Health is Good Business
Debt Stress
Raising Healthy Children
Prevent a Rift: Money Tips for Newlyweds
Personal Finance Tips for Military Families
Fixed or Variable Mortgage, Which Should You Pick?

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Mobile: (502) 888-6138

219 W Main Street

Suite B

Auburn, KY 42206

jacob.mudd@tavennerco.com

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