Forgot Something on Your Tax Return? It’s Not Too Late to Amend
If you’ve forgotten something on your tax return that affects the tax due, you can file an amended return. Learn more in this week’s Tax Tip.
Up-and-Down Week ends on an Up Note for U.S. Markets
The “Money Talks” hosts discuss what influenced the week’s up and down movement in the markets.
Q&A Time: Defense, Consumer Staples, and Mid-Cap Holdings
The “Money Talks” hosts answer listeners’ questions on Unilever, Lexmark and other Small and Mid-Cap holdings.
Busting Retirement Myths
The “Money Talks” hosts address some common retirement myths and determine if there is any truth behind them.
Disability Can Often be Costlier than Premature Death
How long could you last without your paycheck before it would be difficult to pay for everyday expenses? We explain the importance of Disability Insurance in today’s Marietta Daily Journal. This article is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently…
Split Dollar Insurance Plans
Split dollar life insurance, used in gift and estate planning, can also be part of a compensation package for employees. Read more in this week’s Business Tip.
Europe and the Summer of Uncertainty
The markets don’t like uncertainty. We break down what’s going on with Greece and what it means for your portfolio.
IRS Announces 2013 Inflation Adjusted Amounts for Health Savings Accounts
IRS increases contribution limits for Health Savings Accounts for 2013. Read more in this week’s Insurance Tip.
Quickbooks Tip: Billing for Time and Expenses
Business owners: QuickBooks can handle billing for time and expenses. Learn how in this week’s Tax Tip.
Big Changes Coming for Investors in 2013
2013 will bring some big changes for investors, and none of them for the better. Taxpayers affected by these upcoming changes may wish to consider taking actions in 2012 to mitigate the impact of these changes. Read this Tax Strategist for more.