Factors in the Decision to Replace or Exchange a Life Insurance Policy
Don’t think you can forget about your life insurance. Policies that were once a perfect fit may no longer suit your needs. Read more in this week’s Insurance Tip.
Don’t think you can forget about your life insurance. Policies that were once a perfect fit may no longer suit your needs. Read more in this week’s Insurance Tip.
Going green may earn you a tax break. Some of the Homeowner Energy Tax Credits have been extended through 2016. Read all about it in this week’s Tax Tip.
If you’re approached with an early retirement package, carefully review it to ensure it is indeed a good offer. We explain what to look for in this week’s Financial Tip.
Our experts explore saving for retirement when an employer-sponsored plan is not available.
The week began with a tumble in oil prices and more signs of economic weakness in China, which resulted in modest losses for most of the trading session. However, stocks pushed higher in the last hour of trading to close the day nearly flat. U.S. and European stock indices fell sharply on Tuesday, and buyers sought safe-haven government bonds after another tumble in oil prices. Additionally, Energy stocks retreated after reporting less-than-optimum earnings details. Wednesday proved to be another day saved by a late session rally. The Dow staged a rebound from early low levels to close higher. The S&P 500 landed in the green while the NASDAQ shed some points. The Institute for Supply Management showed a downtick to 53.5 in January from 55.8 in December, marking the slowest pace for services industry activity since February 2014. Stocks climbed on Thursday despite volatile trading. Labor Department data showed initial jobless claims increased by 8,000 to 285,000 last week, while continuing claims decreased by 18,000 to 2.255 million. Non-farm business productivity slipped 3% in the fourth quarter of 2015, versus a 2.1% uptick in the third quarter. Technology stocks led the way down on Friday as stocks traded lower on a variety of economic news. The economy added fewer jobs than expected in January. Payrolls increased by 151,000 versus an anticipated addition of 190,000, while the unemployment rate ticked down to 4.9%.
Executive bonus plans often employ life insurance, but policies have to be structured properly and managed prudently. We explain in this week’s Marietta Daily Journal. Read the Article
A family limited partnership or family limited liability company can help transfer your business to the next generation. Read all about it in this week’s Business Tip.
Life insurance can be used to protect child support and alimony payments after divorce. Learn more in this week’s Insurance Tip.
You can’t time the market, but you can time a Roth IRA conversion to save on the taxes due. We explain in this week’s Tax Tip.
You may not own all the assets in your 401(k) if you’re subject to vesting. Learn more about vesting in this week’s Financial Tip.