Did You Overlook Something on a Prior Tax Return?
Failing to report an item of income can often generate an IRS inquiry. Solution? File an amended return. Read all about it in this Tax Tip.
15 Ways to Save on Your Next Vacation
If money is precious, it is even more precious when it goes toward a vacation! Read 15 way to save on your next getaway in this week’s Financial Tip.
Dow and S&P Indices Continue Setting New Records
Strong week for Financial and Industrial sector stocks, with the markets reaching new highs.
Evaluating Exchange-Traded Funds
Hosts share how investors can evaluate an exchange-traded fund.
Q&A Time: Analog Devices, Inc. and Insurers
The “Money Talks” hosts provide their opinions on Allstate, Progressive and Travelers insurance.
Theft of a Child’s Identity May Take Years to Discover
Bil Lako, CFP®, shares his insight on identity theft and how your children may be susceptible to it too.
Selling for Liquidity
With the markets up, Bil Lako, CFP®, asks Dr. Gene if investors should sell to fulfill their 10-year liquidity needs
2013 Will Hit Higher-Income Taxpayers Hard—Be Prepared (Part 3)
Warning to high income earners: You may be subject to surtaxes on certain wages and investment income. Read more in this Tax Strategist.
Children at Risk for Identity Theft
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how children are susceptible to ID theft. Read the Article
Auto Insurance: Premiums
Insurers use complicated formulas for calculating premiums. Understanding it can help you find ways to lower your premium. Read more in this Insurance Tip.