Alternatives to Long-Term Care
Too late or too expensive to buy long-term care? There are alternatives that may be worth considering. Learn more in this week’s Insurance Tip.
Reverse Mortgages’ Effect on Long-Term Care
Show hosts, K.C. Smith, CFP®, Jennifer Thomas, CFP®, and Troy Harmon, CFA, CVA, explore a situation where an investor has entered into a reverse mortgage and his children are concerned about his potential need for long-term care. They discuss how reverse mortgages may affect elder care and Medicaid eligibility.
Market Roundup: Friday Marked 20th Record for S&P 500 for the Year
The market kicked off the week with gains on Monday, with stocks ending trading near session peak levels. Crude oil prices also rose ahead of the OPEC meeting set for later this week.
Four Numbers You Need to Know
It’s true: Personal finance is all about the numbers. Read all about the four numbers you need to pay attention to in this week’s Financial Tip.
Wall Street Week Ahead for the Week of May 29, 2017
Director of Research, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss the S&P/Case-Shiller Home Price Index, the Federal Reserve’s Beige Book release on Wednesday, May’s ISM Manufacturing Index and what they expect for May’s Employment Situation release on Friday.
In the News: Is Paying Off Your Mortgage Really the Best Advice?
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why you may not want to make extra mortgage payments with your money.
Does Your Business Have a Buy-Sell Agreement?
A buy-sell agreement in place may allow business partners to avoid the often ugly reality of business separation.
Types of Insurance
Different types of insurance cover a variety of risks. You can insure your life, your health, your home and more. Learn the basics in this week’s Insurance Tip.
Estimating Your Tax Withholding
You should have just enough taxes withheld to prevent you from incurring penalties when your tax return is due. We explain in this week’s Tax Tip.
Are You Ready to Retire?
We’re all ready to quit getting up at 6 a.m. to go to work, but are you financially ready to retire? Read the questions to ask yourself in this week’s Financial Tip.