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Insurance

Social Media: Newest Business Liability Risk
The Value of Insuring Against Life’s Risks
When Life Insurance Becomes Taxable
Keeping Summer Safe: Pool and Spa Safety Tips
Making Sense Of A Home Warranty
Inventorying Your Possessions

Estate

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

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

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?

Money

Life and Death of a Twenty Dollar Bill
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

Retirement

Caring for Aging Parents
Split Annuity Strategy

Tax

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

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Fax: 302.234.5656

15 Middleton Drive

Wilmington, DE 19808

contactus@covenantwealthstrategies.com

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The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

5 Star Best-In-State Wealth Advisor candidates were identified using internal and external research data, including a survey to more than 1,800 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018 Five Star Wealth Managers. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star in the future. For research methodology information visit: www.fivestarprofessional.com/public/aboutus.

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