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.
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.
If you leave your employer, you can roll over your 401(k). How you do it may have tax consequences. We explain in this week’s Financial Tip.
Did you miss the 60-day rollover deadline for your IRA due to extenuating circumstances? All hope is not lost. Read all about it in this week’s Tax Tip.
Managing Associate K.C. Smith, CFP® and Senior Associate Jarrett McKenzie, CFP®, CWS®, bring to the table a conversation on whether investors should really want to beat the market. They discuss risk exposure, long-term strategies and passive vs. active investing.
The markets kicked off the week by closing in the red zone on Monday. Corporate earnings likely drove some of the bigger moves of the day. The next day, the indices landed in green territory, as the Dow Jones Industrial Average maintained gains while the NASDAQ closed at a new record high.
Tax changes made in Dec. 2015 can greatly affect business’ tax returns for 2016! Read all about them in this week’s Business Tip.
Disability insurance policies can be tailored to your needs. Learn about options and riders to customize your policy in this week’s Insurance Tip.
Cybercrime poses a real threat to your finances. Know where you’re vulnerable and how to protect yourself in this week’s Financial Tip.
Standard mileage rates decreased for 2017, but taxpayers always have the option of calculating the actual costs. Learn more in this week’s Business Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how nothing should be considered a set-and-forget investment — especially a 401(k). Read the article.