HMOs and PPOs: What's the Difference?
If you are offered a choice when selecting a managed health care system, learn the difference between an HMO and PPO. Read all about it in this week’s Insurance Tip.
HMOs and PPOs: What’s the Difference?
If you are offered a choice when selecting a managed health care system, learn the difference between an HMO and PPO. Read all about it in this week’s Insurance Tip.
Tax Break for Sales of Inherited Homes
Special rules apply when figuring the tax on the sale of inherited property. We explain in this Tax Tip.
Avoiding Probate: Is It Worth It?
Rules vary from state to state, but most Wills have to be probated; however, you may be able to avoid it. We explain in this week’s Financial Tip.
What to Do Next After the Loss of a Spouse
Our experts explore a case study of a wife whose husband recently passed away. He handled all the financial responsibilities for the family, and now she needs to know where to start to stay on track with her own retirement plans.
Robo-advisers Do Not Account for Variables Affecting Your Future
We explain why investing should be secondary to a financial plan in today’s Marietta Daily Journal. Read the Article
Qualified Medicare Beneficiary Program
The QMB program covers the cost of Medicare premiums, deductibles and coinsurance that Medicare recipients usually pay. Read all about it in this week’s Insurance Tip.
Family Home Loan Interest May Not Be Deductible
If you borrow money from family for a home with an undocumented loan, you can’t deduct the interest. We explain in this week’s Tax Tip.
How Does Divorce Affect Social Security Retirement Benefits?
If you were counting on your spouse’s Social Security benefits to provide some of your retirement income, what happens now that you’re divorced? We explain in this Financial Tip.
Would You Trust A Robot With Your Money?
Our experts explore a case study of a do-it-your-self investor who is approaching retirement and is considering switching to a robo-advisor to manage his money.