Strength and Health: Promising SERPs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how you should not mistake a promised retirement benefit for a guarantee. Read the Article
Five Ways You Can Use QuickBooks' Income Tracker
QuickBooks offers multiple ways to do the same tasks, accommodating different work styles. Learn about Income Tracker in this week’s Business Tip.
Five Ways You Can Use QuickBooks’ Income Tracker
QuickBooks offers multiple ways to do the same tasks, accommodating different work styles. Learn about Income Tracker in this week’s Business Tip.
Risk Management: Transfer Risk to Insurance Company
Risk transfer to an insurance company can protect your dependents from losses that may result from your premature death. Read more in this Insurance Tip.
Scammers Getting More Brazen
This far after tax season, scammers are still making calls, claiming to be from the IRS. Don’t be duped! Read what to look for in this Tax Tip.
What are the Fundamentals of Stock Analysis?
The hosts of “Money Talks” give an overview of the fundamentals of stock analysis. Dr. Gene, and the show hosts discuss what variables to consider and an alternative that may be a better starting point than one particular stock.
The 2014 Social Security Trustees Report: What Does the Future Hold?
Not saving for retirement? The 2014 Social Security Trustees Report might encourage you to do so. See what we mean in this Financial Tip.
Markets End Week in Positive Territory Despite Mid-Week Tumble
The markets started the week strong and ended the week up, despite the rocky trading mid-week.
Q&A Time: Using a Pension to Fund a Home Purchase, Carlyle Group, SanDisk and More
The “Money Talks” hosts answer a variety of listeners’ questions on The Carlyle Group, SanDisk, and saving to a 401(k) if you plan on retiring early.
Managing a Concentrated Stock Position
When you have a position that comprises a large portion of your portfolio you need to ask yourself, if you sell and pay the capital gains tax can you retire? Generally, the answer will be yes.