In the News: Financial Moves for When You Have an Empty Nest
Your children have their own careers, homes & lives. How does your financial plan need to change? We explain in today’s Marietta Daily Journal
Six Steps to Get Your Business Startup on Track For Long Term Success
The hard and bleak reality is that the majority of small business startups fail. Create a plan for success. We give the basics in this week’s Business Tip.
Kennesaw Investor Wins Car with Hole-in-One at Financial Firm’s Golf Tournament
One perfect swing that resulted in a high arcing shot with a slight draw toward the pin was all it took. That single stroke netted Stephen Reich $71,000 toward the purchase of a luxury car.
When to Claim a Disaster Loss
If you suffered a loss as a result of a casualty, you may be able to recoup a portion of that loss via a tax deduction. We explain in this week’s Insurance Tip.
It’s Time for Year-End Tax Planning
Despite Congress’ lack of action regarding tax laws, there are still plenty of tax breaks on the books for 2015. Read all about it in this week’s Tax Tip.
Periodic Review of Your Estate Plan
There will be times when you’ll need to make changes to your estate plan to ensure it still meets all of your goals. Read more in this week’s Financial Tip.
Financial Moves When You have an Empty Nest
Our experts discuss a case study regarding the financial changes a family can make once the children are grown and on their own.
Market Roundup: Markets Tumble More Than 3%
Energy stocks weighed on the markets Monday as crude oil futures settled at their lowest level in nearly seven years. The decline continued Tuesday with brands in the Materials and Industrials sectors trading lower in the wake of falling oil prices. The lower oil prices also weighed on the global markets. Technology stocks took their turn bringing the markets lower mid-week, while crude oil continued to slip. The U.S. Energy Information Administration said crude-oil inventories fell last week but distillates, which include heating oil and diesel, grew more than expected. On Thursday, the markets reversed course as the Labor Department showed a jump in initial jobless claims. First time claims for unemployment benefits rose by 13,000 to 282,000 last week. Continuing claims increased by 82,000 to 2.243 million in the last week of November. Unfortunately a rally was thwarted on Friday as Energy stocks continued to trade lower. Market action this week marked the weakest Dow and NASDAQ performance in a month and the worst week for the S&P 500 since August.
In the News: Working Fixed Income into Your Investment Strategy
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how fixed-income investments work with your investment strategy.
Operating at the Intersection of Profits and Values
Interested in being your own boss and creating positive change in the world? Consider a Certified B Corporation. Read more in this week’s Business Tip.