Medicaid Planning Goals and Strategies
Only the income and assets that are legally available to you are considered when determining Medicaid eligibility. Read more in this week’s Insurance Tip.
Surprised by the Alternative Minimum Tax?
It is complicated to determine when you may be subject to the alternative minimum tax. Learn some common triggers in this week’s Tax Tip.
Earnings Call: A Closer Look at Financial Reports
Earnings are just one factor to consider when evaluating a company’s outlook. Learn more about financial reports. Learn more in this week’s Financial Tip.
Life Insurance: Filling an Economic Need
Jim Crone, CLU®, CFS®, joins “Money Talks” to discuss the importance of reviewing life insurance policies, and explores a situation where repositioning an existing life insurance policy was able to create equity in a family’s estate plan.
Market Roundup: Friday’s Rally Not Enough to Counteract Early Week Losses
The markets opened the week with gains as both oil prices and Energy sector shares rose. Stocks traded lower on Tuesday with brands dipping on less-than-optimum quarterly details from Alcoa, who unofficially kicked off earnings season, as well as a downswing in oil.
Fully Understanding Your Required Minimum Distribution
In today’s Marietta Daily Journal, Bil Lako, CFP® highlights the importance of understanding your RMDs. Read the Article
Quikbooks: Customizing Online Forms
Make a good impression on your customers by sending them well-designed sales forms. We explain how QuickBooks Online helps you create them in this QuickBooks Tip.
Top Financial Concerns of Baby Boomers, Generation Xers and Millennials
What do Baby Boomers, Gen Xers and Millennials have in common? Concerns about their financial situations. Read all about it in this week’s Financial Tip.
Fully Understanding Your Required Minimum Distribution
Senior Associate, Jarrett McKenzie, CFP®, CWS® delves into a case study with Bil Lako, CFP® about taking required minimum distributions from retirement accounts once an investor reaches age 70 ½.
Market Roundup: Mid-Week Gains Not Enough to Push Markets Positive for the Week
The markets kicked off the week closing in the red zone with stocks trading lower amid a variety of economic news. The ISM Manufacturing Index hit 51.5, versus consensus expectations of 50.2, indicating manufacturing increased.