In the News: Providing a Surviving Spouse with a Source of Funds while Protecting Family Wealth
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a QTIP trust can be used to keep assets in the family bloodline. Read the Article
Childcare Providers Enjoy Special Tax Deductions
If you are a licensed childcare provider, you have a special way to calculate the business use of your home. We explain in this week’s Business Tip.
Tax Filing Deadline Is Around the Corner
Taxes are due April 18th—and it’s approaching fast! Learn what other IRS deadlines happen on April 18th in this week’s Tax Tip.
Converting Retirement Savings to Retirement Income
There comes a time when you must transition from saving for retirement to spending in retirement. Learn the steps in this week’s Financial Tip.
Providing a Surviving Spouse with a Source of Funds While Protecting Family Wealth
Managing Associates, K.C. Smith, CFP®, and D.J. Barker, CWS®, lead a conversation with Troy Harmon, CFA, CVA, on a wealthy family whose patriarch is acting irrationally and falling in love with a younger woman who may only be after the family’s money. The experts discuss the type of estate planning that they can do now before there is a marriage and what families can do proactively to protect assets.
Market Roundup: Indices Posted Week-Over-Week Gains
The markets kicked off the week with mixed moves as the Dow Jones Industrial Average and S&P 500 Index shed some points while the NASDAQ posted gains. The Financials and Telecommunication sectors led the downswing while the Healthcare sector stepped up.