Think Outside the Shoe Box When Organizing Financial Records
You don’t have to be a pack rat to keep complete, organized financial records. Read our tips on what to keep and for how long.
Is there anything I can do to lower my auto insurance bill?
If you find that you’re paying more than you think you should for auto insurance, there are ways you can lower your premiums.
When it is Time to Redesign
The process of changing the percentage of assets invested in different asset classes is known as reallocation or redesigning. We explain how in this week’s Marietta Daily Journal Article.
New Mortgage Rules Scheduled to Take Effect in January
Borrowers may find they need to provide lenders with additional documentation that they may not have had to in the past.
Upwardly Revised GDP Number Ends Week on Positive Note
The Federal Reserve’s decision to taper and an increased third quarter GDP number brought the markets into positive territory for the week.
Q&A Time: Icahn Enterprises, Hain Celestial Group and Year-End Moves
The “Money Talks” hosts discuss listener’s questions on Hain Celestial Group, Icahn Enterprises and year-end moves that can still be made.
Q&A Time: Vulcan Materials, Wealth Distribution, and Separately Managed vs. Unified Managed Investment Accounts
The “Money Talks” hosts discuss listener’s questions on Vulcan Materials, Wealth Distribution and separately managed and unified managed accounts.
Q&A Time: Gannett Co., GRUTs and Travel Health Insurance
The “Money Talks” hosts answer listener’s questions on Gannett Co., GRUTs and Travel Health Insurance.
2013 Year-End Tax Planning Considerations
As the end of the 2013 tax year approaches, we’ve listed some things to keep in mind as you consider potential year-end tax moves. Read on in this Tax Tip.
Rebalancing Your Portfolio
If you are looking at your investments at year end, it is a good time to evaluate your investment decisions. We explain how in this week’s Marietta Daily Journal Article.