Keep Track of Your Basis
You need to keep good records to track your tax basis in your investments. Basis ultimately affects the taxes you pay. Read all about it in this week’s Tax Tip.
Roth IRA Conversions: Opportunities and Deadlines
2012 may present an opportunity to convert a traditional IRA to a Roth IRA at a potentially lower tax cost. Learn why in this week’s Financial Tip.
Eurozone Instability Weighed on the Markets
The “Money Talks” hosts discuss consumer confidence, the housing market, second quarter GDP and earnings from Lennar and Paychex.
Q&A Time: The Case for Retails, Google, AT&T and Colgate-Palmolive
Ted Parrish, CFA, and Dr. Gene make the case for retail stocks, and provide their opinions on Google, AT&T and Colgate-Palmolive.
Plenty of Time After the Election to Make Decisions
Dr. Gene discusses why you should focus on investing for the long term, despite current economic uncertainty.
In the News: Consider Passing Wealth to Heirs
Some may want to consider taking advantage of a once-in-a-lifetime opportunity to pass wealth to heirs at a reduced tax cost. We explain in today’s Marietta Daily Journal. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only.…
Business Overhead Expense Insurance
Would your business be able to continue operations while you’re disabled? Surprisingly, there is an insurance for that. Learn all about it in this week’s Business Tip.
Five Things to Watch Out for When Buying Long-Term Care Insurance
If you are thinking of buying a long-term care insurance policy, don’t be swayed by unsubstantiated sales pitches. Read all about it in this week’s Insurance Tip.
In the News: Estate Planning—Yes, You Really Need a Will
Estate planning for wealthy and less wealthy individuals alike deals with the same basic issues. We discuss the need for a will on the Marietta Daily Journal blog. Read the Article All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general…
Inheritances Can Be Tricky
The process of claiming an inheritance can be complex, and it helps to be aware of potential tax liabilities. Learn more in this week’s Tax Tip.