Estate Reduction and Transferring Wealth
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.
Technology and Energy Stocks Push Markets Lower
During the holiday-shortened week, the markets dipped into the red zone. The Dow Jones Industrial Average began the week with its largest decline in nearly a month (1%), as all 30 Dow components lost ground.
Do Your Homework: College Savings Plans
Bil Lako, CFP®, helps with your homework on saving for higher education costs in today’s Marietta Daily Journal. Read the Article
Is Your Hobby a For-Profit Endeavor?
Tax losses apply to business or investment activity. Make sure the IRS doesn’t view your loss as a hobby loss. We explain in this week’s Business Tip.
Qualified Longevity Annuity: Income Protection for a Long Life
Qualified longevity annuity contracts are not included in the value of your IRA or 401(k) for RMD calculations. Learn more in this week’s Insurance Tip.
Reviewing Your Finances Mid-Year
At mid-year, your financial planning opportunities are greater than if you wait until the end of the year. We explain what to check in this week’s Financial Tip.
How QuickBooks’ Custom Fields Can Provide Better Business Insight
Custom fields let you tailor customer and vendor records. Best of all, these fields are searchable! We explain in this QuickBooks Tip.
Options and Riders in Long-Term Care Insurance Policies
Long-Term Care policies don’t have to be one-size-fits-all. Customize your policy with options and riders. We explain in this week’s Insurance Tip.
Are You Leaving Tax Money On The Table?
Crazy to think the IRS has unclaimed refunds. Could you be one? Depends on if you’ve missed these deductions. We explain in this week’s Tax Tip.
Retirement Plan Is Key to Confidence, Survey Finds
No surprise: Retirement confidence is highest among those with a plan. Where do you fall? Find out in this week’s Financial Tip.