Saving for Retirement—Taking the Tax Savings Now or Later
The “Money Talks” experts compare saving money to a Roth IRA for tax-free retirement funds versus taking the tax break now by saving pre-tax money to a 401(k).
LastPass Security Vulnerability and Sim Swapping
By: Tim O’Pry | Chief Security Officer My favorite password manager has been found to have (another) vulnerability. Fortunately, this one has already been fixed and if you have auto-updates enabled, it was fixed before the bad guys likely had a chance to find out about it. More details on the vulnerability here. What should…
Why You Need Life Insurance
September is Life Insurance Awareness Month, a good time to evaluate your life insurance needs and review your life insurance coverage. We explain why you need life insurance in this week’s Financial Tip.
Sept 2019 Market Minute: Interest Rates, Brexit, Stimulus from the European Central Bank
For September, we’re keeping an eye on The Fed who may cut interest rates, Brexit and stimulus coming from the European Central Bank.
Deciding Between an IRA and a 401(k)
In today’s Marietta Daily Journal, Bil Lako, CFP® compares saving to an IRA and a 401(k). Both are tax-favored retirement accounts, but there are differences between the two types of savings plans that you should understand before you start saving. Read the article here. Disclosures: The investments referenced within this article may currently be traded…
How Does Profitability Impact Value?
If you are a few years from selling your business, we explain how profitability can impact the value. Learn more in this week’s Business Tip.
Do Millennials Need Life Insurance?
While you may face a lot of financial challenges starting out – college loans, saving for a home, starting a family, saving for retirement – don’t discount the importance of life insurance. We explain in this Question of the Week.
Looking Ahead to 2019 Taxes
Your 2018 tax return has either been filed or extended. Now it’s time to look at the changes that will impact your 2019 return when you file it in 2020. Read more in this week’s Tax Tip.
Deciding Between an IRA and a 401(k)
The “Money Talks” hosts delve into a client situation, weighing the differences and benefits between saving to a 401(k) or an IRA.
Real Estate Investing 101
If you are new to investing in real estate, there are several questions you should ask yourself to choose the best real estate investments for your needs. We list five in this week’s Financial Tip.