Complete Financial Plan Defines Retirement
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “Can I retire?” and “When can I retire?” have two different answers. Read the Article
Beyond the Basics: Disability Income Insurance Riders
The addition of riders allows you to customize your disability insurance policy to suit your needs. Read all about them in this week’s Insurance Tip.
Tax Tips for the Well-Traveled Businessperson
Business travel need not bankrupt you! There are tax breaks available, but there are rules to follow. Learn more in this Tax Tip.
What is my Taxable Estate?
The hosts of “Money Talks,” Gene Henssler, Ph.D., Bil Lako, CFP®, Ted Parish, CFA, discuss what comprises your taxable estate. They give examples of what counts toward your estate and what can be deducted from your estate. The also discuss a possible approach to help minimize taxes to your estate after death.
Passwords—Why a List Is Important
If you’re incapacitated, would your spouse have access to your online accounts? Learn why it’s important to keep a password list in this week’s Financial Tip.
Stocks Higher in Light Summer Trading
Despite light summer trading, a tension relapse in Ukraine and negative economic news out of the Eurozone, the U.S. markets rose.
Q&A Time: Taxable Estate, Retirement Savings, Cable Providers and More
The “Money Talks” hosts address a variety of listeners’ questions, including those on cable providers, retirement savings and power companies in China.
The Fed Funds Rate and Interest Rates
Bond prices and interest rates are a supply and demand game.
Minimizing Taxes in Retirement
Should you be “taxaphobic,” or do you prepare now for higher taxes later? Maybe a little bit of both.
Timing Your Trading Strategy
A listener wants to time trades with the market’s ups and downs. We weigh in.