Self-Directed IRAs
Want to invest in real estate, limited partnerships or small businesses? You can in a self-directed IRA. We explain in this week’s Financial Tip.
With the Markets’ Current P/E, Overvaluations Isn’t a Concern
Our Research Analysts address the concern that the U.S. Markets may be overvalued.
Surviving the Death of a Spouse
A spouse’s death creates a financial crossroad to for you to navigate while grieving. We explain in today’s Marietta Daily Journal. Read the Article
Will the Interest on Your Vehicle Loan be Deductible?
If your vehicle is used for business, a portion of your auto loan interest may be deductible. Read more in this Business Tip.
HMOs and PPOs: What’s the Difference?
If you are offered a choice when selecting a managed health care system, learn the difference between an HMO and PPO. Read all about it in this week’s Insurance Tip.
Tax Break for Sales of Inherited Homes
Special rules apply when figuring the tax on the sale of inherited property. We explain in this Tax Tip.
Avoiding Probate: Is It Worth It?
Rules vary from state to state, but most Wills have to be probated; however, you may be able to avoid it. We explain in this week’s Financial Tip.
What to Do Next After the Loss of a Spouse
Our experts explore a case study of a wife whose husband recently passed away. He handled all the financial responsibilities for the family, and now she needs to know where to start to stay on track with her own retirement plans.
Robo-advisers Do Not Account for Variables Affecting Your Future
We explain why investing should be secondary to a financial plan in today’s Marietta Daily Journal. Read the Article
Qualified Medicare Beneficiary Program
The QMB program covers the cost of Medicare premiums, deductibles and coinsurance that Medicare recipients usually pay. Read all about it in this week’s Insurance Tip.