Are life insurance proceeds income taxable?
Not all proceeds from a life insurance policy qualify for favorable tax treatment. We explain in this week’s Insurance Tip.
Is a Reverse Mortgage Right for You?
Is a reverse mortgage too good to be true? It really depends. The devil is in the details. We explain in this week’s Tax Tip.
Are Your Important Financial Documents Safe?
If a sharknado struck your home tomorrow, would you lose all of your important documents? Learn what to do in this week’s Financial Tip.
Keeping Family Assets Away from a Future Ex-Spouse
Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss a common financial planning situation where a family is concerned about protecting assets from an heir’s future ex-spouse.
Market Roundup: Run of Consecutive Weekly Positive Returns Ends
Indices landed in new record territory on Monday, as Energy stocks ramped up on an increase in crude oil prices. West Texas Intermediate crude gained 3.1% to settle at $57.35 a barrel. The S&P 500 Index’s five-day winning streak was snapped Tuesday, slipping less than 0.1% for the day. The tech-heavy NASDAQ also fell while the Dow Jones Industrial Average gained nearly 0.1%.
In the News: Even Married Couples Need to Discuss Power of Attorney
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses some critical estate planning documents that you’ll need if ever incapacitated.
Quickbooks Tip: Creating Customer Statements in QuickBooks
QuickBooks statements provide an overview of every transaction that has occurred during a specified period of time. Learn more in this QuickBooks Tip.
Market Update for November 2017
Chief Investment Officer, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss the latest on the economy including consumer sentiment; current stock valuations, economic fundamentals, and actions from The Fed.
Tax Breaks for Military Personnel
We all appreciate the sacrifices the military makes, even the IRS. Service members are eligible for some tax breaks. We explain in this week’s Tax Tip.
Women: Moving Forward Financially After the Loss of a Spouse
A spouse’s death can be overwhelming. It’s important to take certain steps to move on financially. We explain in this week’s Financial Tip.