Changes in Circumstances Can Affect Your Premium Assistance Credit
Health insurance premium subsidies are determined using estimated household income and family sizes. Learn more in this Tax Tip.
Personal Finance Tips for New Graduates
Your first full-time job after graduation is the perfect time to get started right with your personal finances. Read more in this Financial Tip.
Markets Set New Records Despite Mixed Economic Data
The week began with a mid-day rollercoaster because of the revisions to manufacturing data, but ended with indices hitting new record highs.
Q&A Time: Boeing, Alimony, Biotechnology Stocks and More
The “Money Talks” hosts answer a variety of questions from listeners, including ones on Amgen, Celgene and the responsibilities of an executor of an estate.
Gauging Risk Tolerance
With investing, you cannot eliminate risk—but you can minimize it by considering three factors.
Speculative Investment or Currency of the Future?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why the Bitcoin is considered property rather than currency. Read the Article
Lifetime Gifting of Stock or Business Interest
Gifting your business interest allows for more flexibility than selling your business outright. Learn more in this Business Tip.
Travel Insurance
If your well-deserved vacation is canceled or cut short, will you be able to get any of the money you’ve spent back? Find out in this Insurance Tip.
Can You Explain the Morningstar Box?
The hosts of “Money Talks” address a listener’s question on the Morningstar Style Box. Dr. Gene, and the show hosts describe how the box is used to determine the type of allocations a fund holds. They also discuss how to use the box to determine a fund’s consistency and how your investments should be weighted.
IRS Reinterprets the Once-Per-Year IRA Rollover Limitation
A recent Tax Court Case ruled the once-per-year rollover applied to the aggregate of all of the taxpayer’s IRA accounts. Does this affect you? Find out in this Tax Tip.