Understanding Investment Terms and Concepts
Investment jargon often sounds like a foreign language. Read our primer on understanding investment terms and concepts in this Financial Tip.
Mixed Markets Because of Tech Earnings
The “Money Talks” hosts discuss how the Fed claims they have no plans to pull stimulus efforts, leaving earnings to move the markets.
Q&A Time: Health Insurance & Mutual Funds
The “Money Talks” hosts address a listener’s insurance question on changing jobs while pregnant, and another listener’s question on the funds he holds in his Roth IRA.
Business Growth Necessitates Insurance Changes
Hosts address a listener’s question on the growth of his business.
Midyear Financial Reviews for Your 40s, 50s and 60s
Dr. Gene Henssler discusses what you should be reviewing with your financial adviser during three critical decades.
Quickbooks Tip: How to Create a Progress Invoice from an Estimate
QuickBooks’ progress invoicing feature will let you bill customers for one segment of a large project as they come. Learn how in this Quickbooks Tip.
In the News: Retirement strategies for your 60s
In the Marietta Daily Journal, Bil Lako, CFP® explains how your need for financial planning continues through retirement.
What to Avoid When Buying a Long-Term Care Insurance Policy
Read our list of eight items you should consider when buying a long-term care insurance policy. Learn more in this Insurance Tip.
Portability of Applicable Exclusion Amount Between Spouses
The estate of the first spouse to die can elect to transfer any unused exclusion amount to the surviving spouse. Read more in this Financial Tip.
Flipping Homes
When flipping a house, your taxes will be different, depending upon whether you are a dealer, an investor or a homeowner. Read more in this Tax Strategist.