Along with Tax Season Come the Scams; Don’t Be a Victim
Don’t be a victim of unscrupulous predators this tax season. Learn how to detect a scam in this week’s Tax Tip.
Retaining Top Talent with a Promise of a Lucrative Retirement Benefit
Insurance expert Jim Crone, CFS®, CLU®, joins Director of Research Troy Harmon, CFA, CVA, to review a solution Jim developed for a company using company-owned life insurance to fund a nonqualified compensation plan for a top executive.
Market Roundup: Positive Week as Dow Reaches 11th Consecutive Record High
The markets were closed Monday, in observance of Presidents’ Day; therefore the week’s rally kicked off Tuesday, when all 11 sectors in the S&P 500 increased, led by gains in Real Estate, Utilities and Consumer Staples.
Encouraging a Culture of Philanthropy in Your Business
Consider tackling your organization’s philanthropic endeavors in a manner similar to your business plan. Learn more in this week’s Business Tip.
Due Date Approaches for 2016 Federal Income Tax Returns
You’ll want to start pulling things together! The filing deadline for most individuals is Tuesday, April 18, 2017. Read all about it in this week’s Tax Tip.
Integrating Employee and Retirement Benefits When You Marry
Your change in marital status can also alter the benefits you receive from your employer. We explain in this week’s Financial Tip.
Breaking Down the Business Model Behind Financial Advice
Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, build off of last week’s discussion reviewing the difference in fees between the broker-dealer and Registered Investment Adviser business models. They cover the services provided and how you can compare the two when shopping for a financial services solution.
Market Roundup: Market Climbs Higher in Record-Setting Week
The markets kicked off a week of new record highs, trading into record territory for a third straight session.
Small Business: The Future of Pass-Through Entities and Taxes
As a business owner, understanding the tax advantages of each business type is imperative. We explain in this week’s Business Tip.
Long-Term Care: An Integral Part of Your Financial Plan
Statistics show that fewer than 30% of Americans older than 50 have taken steps to address their long-term care risk. We explain what to do in this week’s Insurance Tip.