Trading closed well into the green zone on Friday. Brands such as Visa, 3M, and Microsoft led the way up. Stocks rallied on a variety of economic news.
Couples should make sure that their 401(k)s don’t overlap, creating a portfolio heavily weighted in one asset class. We explain in today’s Marietta Daily Journal. Read the Article
Did you know most natural disasters happen in the first six months of the year? Learn how to protect your business in this week’s Business Tip.
Indices closed with gains on Thursday. Brands such as Facebook, Microsoft and Caterpillar stepped up today in the wake of favorable earnings details.
Your household income is a key factor in determining if you are qualified for an insurance subsidy. Learn more in this week’s Insurance Tip.
Your tax refund can be taken to pay debts that are past due. Learn which debts this applies to in this week’s Tax Tip.
Indices landed in green territory on Tuesday. Energy brands such as Exxon Mobil, ConocoPhillips, and Chevron led the way up on a jump in crude oil. West Texas Intermediate crude tacked on 3.7% today to settle at $31.45 a barrel.
Congress changed the rules for File and Suspend and Restricted Application for Social Security Benefits. We explain in this week’s Financial Tip.
This week on “Money Talks,” your hosts Matt Hames, CTFA, Troy Harmon, CFA, CVA, Jarrett McKenzie, CFP®, CWS®, and Nick Antonucci discuss the market reaction to economic growth in China and the rebound in oil prices. They also discuss the 10% correction the market is experiencing. In the featured case study, they look at a couple’s retirement savings strategy now that the husband has returned to the workforce and how the additional income will affect their savings and tax liability. The experts also address listener questions on using a Roth conversion to reduce future required mandatory distributions. They also touch on the rules for a Roth conversion, and when it may make financial sense to do a conversion. They also provide opinions on biotechnology company Seattle Genetics and cable service provider Cablevision Systems Corp.
Our experts discuss a case study of a couple’s retirement savings strategy now that the husband has returned to the workforce.