Gifting Money or Property Can Have Serious Tax Consequences
Few people turn away a gift of money. When you give, know the tax consequences. We explain in this week’s Tax Tip.
Don’t Forget About Year-End Investment Planning
Before year-end, consider meeting with your financial adviser to review your investments. Read why in this week’s Financial Tip.
Pay Extra Attention to Financial Planning During a Second Marriage
Our experts focus on a case study about the financial complexities that come with a second marriage, especially when children from a previous marriage are involved.
Market Roundup: Positive Week for the Markets
U.S. stocks edged higher on Monday despite a drop in crude oil that weighed heavily on Energy stocks. Technology stocks led the rally to ultimately push the start of the week into positive territory. Healthcare stocks and a series of lackluster earnings dragged down the markets on Tuesday, with the pressure from the Healthcare sector continuing on Wednesday because of criticism of drug prices. Technology stocks pushed the markets higher on Thursday with better-than-expected earnings. Existing-home sales rose in September, with total sales up 4.7% from August and 8.8% from September 2014. Impressive earnings from big-name Technology stocks pushed the S&P 500 back into positive territory for the year.
Using Life Insurance to Protect Child Support Payments
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how life insurance can play an important role after a divorce. Read the Article
Business Entities: Limited Liability Company (LLC)
If your business venture has few active investors, you may consider using the Limited Liability company structure. We explain in this week’s Business Tip.
Are Charity Auction Purchases Deductible Contributions?
Remember that hand-blown glass vase you purchased at a charity auction? Only some of what you paid is deductible. Learn why in this week’s Tax Tip.
What is a Balloon Loan?
Balloon loans may come with a low interest rate, but there is a large final payment at the end of your loan term. Read all about them in this week’s Financial Tip.
Protecting Child Support Payments after Divorce
Our experts delve into a case study where a custodial parent is interested in ensuring she continues to receive child support payments should something happen to her ex-husband.
Asset Allocation Often Depends on How Long You Can Afford to Stay Invested
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the relationship between time horizon and asset allocation. Read the Article