How the Health Care Law Will Impact Your Taxes
The health care laws affect more than just high income tax payers. Here is an overview of how it will change your taxes. Learn more in this Tax Strategist.
In the News: Provide for Pets in Your Estate Plan
Pets are property, and property cannot inherit other property, but you can provide for your pets once you’re gone. We explain in today’s Marietta Daily Journal. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided…
Do You Have Enough Auto Insurance?
There can be a gap between the insurance you’re required to have and the amount you really need. We discuss on the Marietta Daily Journal blog. Read the Article All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes…
401(k) Wraparound Plan
Looking for a benefit for highly compensated employees? Consider a 401(k) wraparound plan. Read more in this week’s Business Tip.
Do You Need Disability Income Insurance?
You have home and life insurance, but many people don’t think about protecting their income with disability insurance. Read more in this week’s Insurance Tip.
Breaking Down the Taxpaying Population: Where Do You Fit In?
What AGI makes the top 5% of all individual tax filers? Probably not as much as you think. Find out where you fit in. Learn more in this week’s Tax Tip.
Is Your 529 Plan Making the Grade?
If you’re one of the millions of parents or grandparents who’ve invested money in a 529 plan, the arrival of a new academic year may be a good time to see how your plan stacks up against the competition. Mediocre investment returns, higher-than-average fees, limited investment options and flexibility—these are some of the things that might have you thinking you could do better with another plan. Learn more in this Financial Tip.
Fed Stimulus to Address Ailing Housing Market
The “Money Talks” hosts discuss the latest round of quantitative easing from the Federal Reserve and Germany’s participation in the latest eurozone bailout.
Assessing Your Risk Tolerance
Dr. Gene, Bil Lako, CFP®, and Troy Harmon, CFA, discuss how to gauge your risk tolerance.
Q&A Time: DNP Select Income Fund, Inc. and Bond Funds
The “Money Talks” hosts discuss an investment in DNP Select Income Fund, and address a question on when bond funds are appropriate investments.