ABLE Accounts: A New Savings Tool for Individuals with Disabilities
ABLE accounts allow some individuals with disabilities to save while maintaining eligibility for public benefits. Learn more in this Financial Tip.
Seeking Higher Yields for Fixed Income Investments
Our experts discuss the case of a retired couple seeking to boost the interest they are receiving on their fixed-income portfolio.
In the News: Age Not Only Asset Allocation Factor
There is no standard rule to asset allocation that is right for everyone. We explain in today’s Marietta Daily Journal.
Working Abroad Can Yield Tax-Free Income
If you live and work abroad, you may be eligible to exclude all or part of your income. We explain in this Business Tip.
Life Insurance Riders that Pay for Long-Term Care
Some life insurance issuers offer life insurance with a long-term care rider available for an additional charge. Read more in this Insurance Tip.
Don’t Forget Those Nominee 1099s
Share a bank account with someone other than your spouse? Don’t forget your Nominee 1099 this tax season. Read all about them in this week’s Tax Tip.
10 Financial Terms Everyone Should Know
Finance 101: 10 terms you need to know! Read all about it in this Financial Tip.
Addressing Asset Allocation in Respect to Your Cash Flow
Our experts discuss a case study of an investor who is seven to 10 years from retirement and has followed conventional wisdom and put the equivalent percentage to his age in fixed-income investments.
In the News: Mistakes Costly when Planning for RMDs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why RMDs are one area where professional help is worth the cost.
Organizing Your Finances After Your Spouse Has Died
Unfortunately there are a number of financial matters that will need your attention while grieving for a lost spouse. We walk you through it in this Financial Tip.