In the News: Not all business tax cuts are simple
In today’s Marietta Daily Journal, Bil Lako, CFP®, delves into the 20% deduction for pass-through businesses.
How can an insurance company really tell if I smoke?
Smokers may be tempted to make false statements on life insurance applications to ensure acceptance or lower premiums. Doing so may result in policy termination or refusal to pay claims. We explain in this week’s Insurance Tip.
Gambling – Income Tax Conundrum
There are far more issues related to gambling than you might imagine, and they may be impacting your taxes more than you know. We explain in this week’s Tax Tip.
How Much Risk Can You Take?
The amount of risk in your portfolio should reflect your ability to endure periods of market volatility, both financially and emotionally. Learn what questions to ask yourself in this week’s Financial Tip.
In the News: The Long-Awaited Tax Reform Bill
In today’s Marietta Daily Journal, Bil Lako, CFP®, delves into the Tax Reform Bill and how to navigate going forward.
Business Owners: Equalizing Estate Distributions to Your Children
When a closely held business is involved, it can be challenging for parents to achieve a distribution of their assets that is equitable. Learn why in this week’s Business Tip.
What Will You Pay for Medicare in 2018?
A 2% cost-of-living increase for 2018 Social Security benefits will cause more people to pay higher monthly Medicare Part B premiums. Learn more in this week’s Insurance Tip.
Sudden Wealth
We all dream about winning Power Ball, but a significant financial windfall is not as simple as deciding how to spend the money. We explain in this week’s Financial Tip.
MAGI and the Gift of an Income-Related Monthly Adjustment
Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, who take a look at a couple who received a recommendation to reduce their modified adjusted gross income to avoid paying more for Medicare.
Market Roundup: Markets Rise as Fed Increases Interest Rates
The markets kicked off the week with gains as the Dow Jones Industrial Average and S&P 500 Index hit new record levels. Technology and Energy stocks led advancers as U.S. prices jumped 1.1% to settle at $57.99 a barrel. Trading was mixed on Tuesday, but both the Dow and S&P 500 closed at new record highs for the third straight session while the NASDAQ dipped into the red zone.