You can’t live without your cell phone, but you don’t like the steep price of your plan. Consider these tips to save money on your cell phone plan: Review your monthly bill. Aligning what you’re paying for with what you’re actually using can go a long way in saving money on your plan. Look at…
To fully understand the impact of the law changes, we need to compare the prior tax law to the new tax reform. Under prior law, a taxpayer could deduct the interest he or she paid on up to $1 million of acquisition debt and $100,000 of equity debt secured by the taxpayer’s primary home and/or…
The New York Stock Exchange Group averaged more than 5.7 million trades per day in 2017, with an average of almost 1.5 billion shares changing hands.1 Many of these trades are more complex than most investors need to consider, but it may be helpful to understand some basic terms and types of trades. Bid and…
Stocks posted gains on Monday despite news that consumer confidence is on the wane. In a preliminary reading for August, the University of Michigan Consumer Sentiment Survey slipped to 95.3 from 97.9 in July. With second-quarter earnings season mostly in the rearview mirror, the major U.S. equity indices spent the day’s session in the green. However…
Senior Managing Associate and Principal Jennifer J. Thomas, CFP® and Tax Consultant Jessie Thomas, C.P.A. join Chief Investment Officer Troy Harmon, CFA, CVA for a discussion on planning for the first required minimum distribution from tax deferred retirement accounts at age 70 ½.
Nothing is 100% safe—and the sooner you understand that when it comes to all things on the Internet, the safer you’ll be.
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the trend of college students overborrowing on student loans to cover lifestyle costs beyond tuition and education expenses. The numbers are shocking! Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation…
Unfortunately, it’s also easy to overlook some important details and steps when you’re starting a small business.
Your credit report contains information about your past and present credit transactions. It’s used primarily by potential lenders to evaluate your creditworthiness. So if you’re about to apply for credit, especially for something significant like a mortgage, you’ll want to get and review a copy of your credit report. You Can See What They See:…
Gift taxes were created to prevent wealthy taxpayers from transferring their estates to their beneficiaries via gifts and thus avoid estate taxes when they pass away. But that does not mean only wealthy taxpayers need to be concerned with the gift tax provisions as, under many circumstances, even lower-income taxpayers may find they are liable…