Markets Finish Week Down on Concerns Economic Growth Will Stall
The “Money Talks” hosts discuss the markets’ tumble during the week on Fed news.
Q&A Time: Tesla Motors, Roth Conversions, AOL and PetMed Express
The “Money Talks” hosts answer listeners’ questions on their investments and retirement savings.
A Primer on Required Minimum Distributions
We answer a listener’s question on helping his mom coordinate her required minimum distribution.
529 Plan Withdrawal Strategy
Hosts discuss the strategy involved when withdrawing from your 529 Plan for education expenses.
Buy Term and Invest the Difference
The main purpose of life insurance is to create an estate to take care of your heirs if you should die. Therefore, we believe the time when your need for life insurance is at its greatest is when you are young with young children. As you grow older, your need for life insurance diminishes. This means you may not need the same level of asset protection as you did when you were young. We explain in this Insurance Tip.
Gifting for Education Expenses
Tuition payments to a qualified educational institution are exempt from the gift tax rules. This means that you, a grandparent, or anyone can gift a child $14,000 and also pay their college tuition. Learn more in this Tax Tip.
Risk-Adjusted Return
Risk-adjusted return is the measure of return per unit of risk. It is a backwards looking measurement. We do not believe you can judge a portfolio on risk-adjusted return alone. We explain in this Financial Tip.
In the News: 529 Requires Withdrawal Strategy
Strategy isn’t just for saving. Bil Lako, CFP®, explains 529 plan withdrawal strategy in today’s Marietta Daily Journal. Read the Article.
Quickbooks Tip: Receiving Inventory With or Without Bills
Quickbooks’ tools can help you document received inventory and can help prevent you from recording the same items twice. Learn how in this Business Tip.
Choosing an Insurance Provider
Be sure your insurance agent or broker has enough experience to give you the proper guidance in choosing your coverage. Learn more in this Insurance Tip.