What is prescription insurance?
While it is included in many health care plans, you may be able to buy a separate prescription drug plan, especially if you spend a lot of money on your medications. We explain in this week’s Insurance Tip.
Ten Year-End Tax Tips for 2017
It’s almost year-end! If you want to improve your tax situation for 2017, learn 10 potential tax moves in this week’s Tax Tip.
Is the Social Security Administration still mailing Social Security Statements?
The Social Security Administration has stopped mailing Social Security Statements to individuals under age 60, but you can get your statement online. Learn more in this week’s Financial Tip.
A Concentrated Position Can Be Detrimental to Your Portfolio
Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss investors who hold on to a concentrated stock position because they don’t want to pay taxes on the gains. They look at General Electric as a current example, and how a concentrated position can be detrimental to your overall portfolio.
Market Roundup: Mixed Returns on Slipping Energy Prices
Last week was a mixed bag of returns as the Large Caps of the Dow Jones Industrial Average and S&P 500 lost value for a second consecutive week, while the tech-heavy NASDAQ posted gains. The market kicked off the week Monday with slight gains led by Consumer Discretionary sector stocks on a variety of economic news and strong sales numbers. Indices ended the trading day in red territory on Tuesday.
A Beginner’s Guide to Bookkeeping
Before you spend sleepless nights crunching numbers for your business, understand the basics of bookkeeping. Learn more in this Business Tip.
In the News: Keeping Family Assets Away from a Future Ex-Spouse
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why it is essential to pass family assets to the heirs in a specific way, but to also educate the heirs on how to protect their inheritance moving forward.
Are life insurance proceeds income taxable?
Not all proceeds from a life insurance policy qualify for favorable tax treatment. We explain in this week’s Insurance Tip.
Is a Reverse Mortgage Right for You?
Is a reverse mortgage too good to be true? It really depends. The devil is in the details. We explain in this week’s Tax Tip.
Are Your Important Financial Documents Safe?
If a sharknado struck your home tomorrow, would you lose all of your important documents? Learn what to do in this week’s Financial Tip.