Tuition payments to a qualified educational institution are exempt from the gift tax rules. This means that you, a grandparent, or anyone can gift a child $14,000 and also pay their college tuition. Learn more in this Tax Tip.
Risk-adjusted return is the measure of return per unit of risk. It is a backwards looking measurement. We do not believe you can judge a portfolio on risk-adjusted return alone. We explain in this Financial Tip.
Strategy isn’t just for saving. Bil Lako, CFP®, explains 529 plan withdrawal strategy in today’s Marietta Daily Journal. Read the Article.
Quickbooks’ tools can help you document received inventory and can help prevent you from recording the same items twice. Learn how in this Business Tip.
Be sure your insurance agent or broker has enough experience to give you the proper guidance in choosing your coverage. Learn more in this Insurance Tip.
Congress included a tax credit in the health care law to help lower income individuals pay for their health insurance. Learn more in this Tax Tip.
A payable on death bank account can be designated as payable on death to someone of your choice. Learn more in this Financial Tip.
Markets had a bumpy week, with mixed economic news, earnings and a slip in consumer confidence.
The “Money Talks” hosts answer listeners’ questions about retirement plans, and their recent stock transactions.
My parents are concerned market will crash again, as it did in 2008. They are fearful of investments, the market, etc. How can I allay their fears?