Planned Charitable Giving
Planned giving can maximize the personal, financial and tax benefits of your gifts. Read all about it in this week’s Financial Tip.
Considering a Reverse Mortgage
Our experts look at a situation where a widower is considering a reverse mortgage to help ensure his assets last through his lifetime.
Another Week With Red Results
After last week’s red zone ending, the markets opened Monday higher on favorable economic news. The ISM Manufacturing Index climbed to 52.8, from 51.5 in April, exceeding estimates of 51.8. Elsewhere, U.S. Personal Income ticked up 0.4% in April following flat activity in March.
Estate Reduction Ensuring Wealth Transfer to Heirs
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights ways to reduce your estate if it exceeds the federal exemption amount. Read the Article
Why Businesses Need a Disaster Preparedness Program
Would your small business survive a disaster? Thankfully, there are resources to help prepare you. Read the list in this week’s Business Tip.
New Law Brings Some Changes to Medicare
April legislation changed some Medicare provisions. Learn about Income-Related Premium Adjustments and more in this week’s Insurance Tip.
Three College Savings Strategies with Tax Advantages
Saving for college? Consider tax-advantaged strategies to get the most from your savings. We explain in this week’s Tax Tip.
It’s Complicated: Money and Happiness
Money doesn’t buy happiness, per say, but it can help if you spend wisely. We explain in this week’s Financial Tip.
Estate Reduction and Transferring Wealth
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.
Technology and Energy Stocks Push Markets Lower
During the holiday-shortened week, the markets dipped into the red zone. The Dow Jones Industrial Average began the week with its largest decline in nearly a month (1%), as all 30 Dow components lost ground.