Wills: The Cornerstone of Your Estate Plan
Jennifer Thomas, CFP® joins “Money Talks” to discuss how important it is for a family to have a Will in place.
Tax Loss Selling
Even though it has been a rocky year, some investors may have capital gains they need to offset if they sold during the April highs or if they sold a long-term holding for a profit.
Medicare and Medicaid: Do You Know the Difference?
Often lumped together, Medicare and Medicaid are quite different. It’s the high cost of providing health care through these programs that now threatens federal and state budgets.
How Long Are You on the Hook for a Tax Assessment?
What is the statue of limitations for the IRS to question your tax return? As with all things tax, it depends. Read this Tax Tip for more information.
Factoring Health Care Costs into Retirement Planning
When planning for your retirement, factor in the cost of health care. Consider your Medicare premiums, co-pays and deductibles. For more on how much you will need and what you can do, read this Financial Tip.
News from Europe Continues to Move the Market
The “Money Talks” hosts discuss the precautions Europe is taking to prevent the eurozone from collapsing.
European Exposure
It is difficult to tell how the potential bankruptcy of Greece might impact the global system.
Mistakes Young Families Make and How to Avoid Them
Bil Lako, CFP®, and Dr. Gene Henssler offer financial tips to young families.
New 401(k) Fee Disclosure Rules
Make no mistake about it: 401(k) Fee Disclosure rules are a game changer for an industry that has survived on hidden fees, poor service and conflicts of interest.
Your Broker’s 1099 Statement Will Be Different for 2011
In 2011, you will see your adjusted cost basis on your 1099-B Proceeds From Broker and Barter Exchange Transactions form. Find out what this means to you.