Platinum Financial Associates

Platinum Financial Associates has been a member of Linktree for 2 years and joined in June 2024. The social media accounts linked to from Platinum Financial Associates are: • Instagram • Website Besides social media accounts, platinumfinancialassoc has populated their site with: • SIPC.org • FINRA.org • What Is the History of the Federal Estate Tax? • Goodbye Passwords, Hello Passkeys • Variable Annuities: Strategies to Help Counter Retirement Risks • What Can You Learn from Your Tax Return? • What Is Asset-Based LTCI? • REITs Offer Income and Diversification • Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy? • How Can I Benefit from a Wealth Replacement Trust? • What Is Last-Survivor Life Insurance? • What Is Split-Dollar Life Insurance? • Online Shopping in the Tariff Era • The Corporate World Is All-In on AI • Don’t Overlook the Value of Social Security Survivor Benefits • The Evolution of Retirement Savings • Be Storm Smart: How to Prepare for Extreme Weather • Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand • How Can I Benefit from a Charitable Remainder Trust? • How Can I Benefit from a Charitable Lead Trust? • Is Your Dream Kitchen a Good Investment? • Small Business: Coping with the End of De Minimis Imports • New Auto Loan Interest Deduction Explained • Medicare or Medicaid? • Foreign Stocks Outperformed in 2025 • HOT TOPIC: The Iran War, the Economy, and Your Portfolio • What Is the Difference Between a Fixed Annuity and a Variable Annuity? • How Are Growth and Value Stocks Different? • What Investment Risks Should I Know About? • Could an HSA Strengthen Your Retirement Strategy? • A Roadmap for Your Family • Wealthy Colleges Face Expanded Endowment Tax • Key Retirement and Tax Numbers for 2026 • Time for a Financial Wellness Checkup • HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money? • What Are the Basic Types of Life Insurance? • The Pros and Cons of a Big Tax Refund • 4 Things To Do in the 4 Years Before College • Location, Location, Location: The Premium Parents Pay for Top Schools • Retroactive Social Security Benefits: A Chance to Turn Back Time : Retroactive Social Security Benefits: A Chance to Turn Back Time • Don’t Take the Bait: Top Tax Scams in 2025 • Q&A on RMDs • Keeping Cool in Volatile Markets • HOT TOPIC: Geopolitics and the U.S. Financial Markets • What Are Annuity Living Benefits? • What Gifting Strategies Are Available to Me? • Cash Balance Plans Help Some Business Owners Supersize Retirement Sa : Cash Balance Plans Help Some Business Owners Supersize Retirement Savings • Tips to Help Preserve Your Inheritance • Surprise! It’s Retirement Time • Strategies for Smarter Giving • Key Tax Law Changes to Higher Education Coming Soon • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026 : HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026 • What Is an Exchange-Traded Fund? • How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement P : How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan? • Why Do People Buy Annuities? • How Will I Pay Estate Taxes? • HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy? : HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy? • What Happens to Your Time Horizon at Retirement? • Avoiding Probate with a TOD Deed and TOD Account • Consider Roth for Tax-Free Income • Navigating Medicare Open Enrollment • How Has SECURE 2.0 Affected 401(k) Plans? • Three Ways to Help Build Financial Resilience • Could Employee Ownership Be Part of Your Succession Plan? • Grocery Games: Strategies to Help Stretch Your Food Budget • Why Renters Should Have Their Own Insurance • Voluntourism: A Vacation That Makes a Difference • Navigating Financial Conversations with Aging Parents • Mining Maelstrom: Why Rare Earths Are Making Headlines • Taking a Closer Look at Target Date Funds • 3 Potential Benefits of Dollar-Cost Averaging • What’s the True Cost of the Loan You Are Considering? • Why Purchase Life Insurance? • What Are Some Tips for Managing My Money? • What Are Dividends? • What Is the Gift Tax? • What Is a 403(b) Plan? • What Is the Best Form of Property Ownership for Me? • Home Appliance Economics • How Can I Upgrade My Insurance — Tax-Free? • How Can I Keep More of My Mutual Fund Profits? • What’s in the New Tax Legislation? • Have You Set a Retirement Savings Goal? • Buying a Condo? Focus on the Financials • Investing with Market Cap in Mind • How Savers and Spenders Can Meet in the Middle • What Is a Money Purchase Pension Plan? • Could My Family Benefit from a Family Limited Partnership? • Important Tax Breaks for Pass-Through Businesses • Peer-to-Peer Payments Are Popular, but Be Careful • Fine-Tuning with Sector Funds • Will You Pay a Medicare Surcharge? • Buffett Takes a Bow: 7 Lessons from an Iconic Investor • What Is the Estate Tax? • What Is a Profit-Sharing Plan? • How Can I Control the Distribution of My Estate? • The Latte Habit • Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth • Look Out for Observation Care • Catch Up for a More Comfortable Retirement • Life Insurance in Retirement • Versatile 529 Plans Can Help with More than Just College • What Is a Roth 401(k)? • How Can a Living Trust Help Me Control My Estate? • Concerned About Cyberattacks? The Threat Is Real • QLACs: Your Retirement Accounts Can Act Like Pensions • Playing Fair: New Consumer Protections for Airline Passengers • Debt After Death: What Happens to Debt When Someone Dies? • ETFs Are Closing the Gap with Mutual Funds • Roth IRA Basics • Wealth-Building Strategies for HENRYs • The Road to Retirement Can Begin at Work • Saving for College with a 529 Plan • Are You Missing the Bull’s-Eye with a Target-Date Fund? • Cancer Happens: Insurance Can Help Fortify Your Finances • Traditional or Roth Contributions? Think It Through for Future You • The Four-Day Workweek: Is It Destiny or a Distant Dream? • Securities-Based Lending • Pay Down Loan or Invest • Digital Deception: Watch Out for Cybercrime • Indexed Annuities: Potential for Growth with Some Downside Protection • Key Retirement and Tax Numbers for 2025 • Accounts for Two: A Team Approach to Retirement Savings • Phased Retirement Can Help Smooth the Transition • Read a Good Beige Book Lately? • A Critical Combo: Life Insurance with Long-Term Care Benefits • Would You Be Prepared for an Unplanned Early Retirement? • Home Energy Rebates Could Save You Money • Financial Safety Nets: Exploring Available Sources of Emergency Funds • Is Tip Fatigue Wearing You Out? • What Are the Different Classes of Assets? • What Is a Split-Annuity Strategy? • The Sandwich Generation: Caught in the Middle • Charitable Gifts of Life Insurance • Roth IRA Conversion • A Tiered Investment Strategy • What Is a SIMPLE? • HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025 • What Are the Pitfalls of Probate? • Higher Education Flipbook_2024 • Should You Buy or Lease Your Next Vehicle? • 3 Factors to Consider When Investing for the Long Term • Mixing It Up: Asset Allocation and Diversification • Debit or Credit — What’s the Difference? • Disability Income Insurance • What Key Estate Planning Tools Should I Know About? • Understanding Social Security and Medicare flipbook 2024 • What Is Socially Responsible Investing? • Curious About NFTs? Here's an Introduction • You’ve Received an Inheritance, Now What? • How Can My Gift Benefit Me and the Charity? • Mortgage Acceleration • Do You Have Enough Life Insurance? • The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow • Financial Protection: Using Insurance to Help Manage Life's Risk • What Is the 4 Percent Rule? • Can I Benefit from an A-B Trust? • Wealth Preservation: Planning to Leave a Legacy • How Sequence of Returns Can Affect Your Retirement Savings • Am I Prepared for Long-Term Care Expenses? • How Much Will Your Retirement Cost? • HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates • Leaving Your Employer? Don’t Forget Your Retirement Savings Plan • HOT TOPIC: The Economic Impact of an Aging World • Do You Know Who Your Beneficiaries Are? • How a Family Limited Partnership Can Power an Estate Plan • Financial Management Insight • How Much Can You Afford to Pay for a Car? • Time to Get Tax Savvy - Video • Platinum Financial Associates, Inc.