It’s best to know the rules for gifting, otherwise you may end up making a gift of taxes to the IRS. We explain in this week’s Tax Tip.
Stocks stepped up on Tuesday amid a variety of economic news. A dip in crude oil slightly limited the market’s ascent. West Texas Intermediate crude slipped 3.9% today to settle at $45.23 a barrel.
Baby boomers who are behind in their retirement savings can grow their nest eggs with catch-up contributions. Learn more in this week’s Financial Tip.
Indices closed in red territory on Monday. Brands such as UnitedHealth Group and 3M led the Dow lower as investors swept profits off the table in light of recent gains.
Indices closed in the green zone on Friday. The S&P 500 hit a new record level. Stocks stepped up in abbreviated post-Thanksgiving trading on a variety of economic news.
The financial firm’s staff participated in the Center for Family Resources’ annual Thanks for Giving food drive.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why deferring income and accelerating deductions means more this year. Read the Article
If the full amount of a required minimum distribution isn’t taken, the penalty is 50% of the amount you didn’t withdraw. Read all about it in this week’s Tax Tip.
Dementia affects more than 2.4 million Americans. Memory loss should be considered when planning for retirement. Learn more in this week’s Financial Tip.
Indices closed well into the green zone on Monday. The Dow, S&P 500, and Nasdaq hit new record highs amid a rally in crude oil.