Breaking Down the Taxpaying Population: Where Do You Fit In?
What AGI makes the top 5% of all individual tax filers? Probably not as much as you think. Find out where you fit in. Learn more in this week’s Tax Tip.
Is Your 529 Plan Making the Grade?
If you’re one of the millions of parents or grandparents who’ve invested money in a 529 plan, the arrival of a new academic year may be a good time to see how your plan stacks up against the competition. Mediocre investment returns, higher-than-average fees, limited investment options and flexibility—these are some of the things that might have you thinking you could do better with another plan. Learn more in this Financial Tip.
Fed Stimulus to Address Ailing Housing Market
The “Money Talks” hosts discuss the latest round of quantitative easing from the Federal Reserve and Germany’s participation in the latest eurozone bailout.
Assessing Your Risk Tolerance
Dr. Gene, Bil Lako, CFP®, and Troy Harmon, CFA, discuss how to gauge your risk tolerance.
Q&A Time: DNP Select Income Fund, Inc. and Bond Funds
The “Money Talks” hosts discuss an investment in DNP Select Income Fund, and address a question on when bond funds are appropriate investments.
In the News: Planning for Your Passwords and Virtual Assets
You can outline what you want done with your Facebook and Twitter accounts when you die in a VAIL. We explain today’s Marietta Daily Journal.
Should I Incorporate My Business?
To incorporate or not to incorporate—that is the question of many small-business owners. Read this business tip for some points to consider.
Claiming Life Insurance Benefits
Your spouse may have owned more than one type of life insurance policy. Remember, you have to claim a benefit to be paid. Learn more in this Insurance Tip.
Take Advantage of Education Tax Benefits
Paying for an education? With proper planning, you should be able to take advantage of the available tax benefits. Learn more is this week’s Tax Tip.
Time Running Out for Large Gifts in 2012
You should consider whether the benefit of a large gift in 2012 could be recaptured later if estate and gift laws change. Read all about it in this Financial Tip.