Expect an ROI from your Advisers
Have you outgrown your business advisers? We look at four key areas where your advisers may be underperforming.
Expect an ROI from Business Advisers
As a business owner, you need to determine if you have outgrown your business advisers and the services they provide. We explain in today’s Marietta Daily Journal. Read the Article.
Paying for Long-Term Care Insurance with Tax-Free Funds
The good news is that there are several tax-free options that can help you pay for long-term care insurance. Read all about them in this Insurance Tip.
Preparing for the New Surtax
The new Unearned Income Medicare Contribution Tax kicks in this year. Find out if you may be affected in this Tax Tip.
Estate Planning and Income Tax Basis
When gifting or transferring property during your lifetime or at your death, you may want to consider the tax basis. Learn more in this Financial Tip.
Year-End Tax Planning for Businesses
Businesses have an opportunity to change their tax situation with expiring credits and deductions. Read the Article
Late Week Rally Following Government Deal
Stocks rallied as the government reached a deal to reopen and avoid a debt default.
Q&A Time: Seagate Technologies and Life Insurance for a Child
The “Money Talks” hosts address listeners’ questions on a technology investment and life insurance.
A Class and B Class Shares
Should an investor care whether he owns A class or B class shares of a stock?
Sharing Financial Responsibilities
By working as a team, a couple can maximize their returns and minimize their taxes and take advantage of deductions.