Buying Supplemental Health Insurance: Medigap
Medigap policies are designed to cover costs not paid by Medicare, but do you need it? Not all do. Learn more in this week’s Insurance Tip.
Medigap policies are designed to cover costs not paid by Medicare, but do you need it? Not all do. Learn more in this week’s Insurance Tip.
Fraudsters will tug on your heartstrings, soliciting on behalf of bogus charities. Check before you donate. Read more in this week’s Tax Tip.
If you’re one of the 70% of taxpayers receiving a refund, we have some tips to make your refund twice as valuable. Learn more in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at owning investment property and owning shares of a REIT.
Owner-operator truckers have a tax situation necessitating special reporting requirements in addition to tax returns. We explain in this week’s Business Tip.
In 2017, small employers have the option of offering a “qualified small-employer Health Reimbursement Arrangement.” Learn more in this week’s Insurance Tip.
If you have financial authority over any foreign financial account you must file FinCEN Form 114 by April 18, 2017. Learn more in this week’s Tax Tip.
Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss the different ways investors can invest in real estate, including rental properties, commercial real estate, REITs and limited partnerships.
Indices started the week in the red zone, despite rebounding somewhat from early low levels. Financial and Consumer Discretionary stocks appeared to sell off on a variety of economic news.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a QTIP trust can be used to keep assets in the family bloodline. Read the Article