Whatever your goal, you’ll need a retirement plan that’s designed to support the lifestyle that you envision. Read more in this Financial Tip.
Indices closed in positive territory on Monday. Brands such as Bank of America, Home Depot, and JPMorgan Chase led the Dow’s ascent. Stocks gained amid the release of encouraging retail sales data.
Indices closed out Friday’s session with mixed moves. The Dow added some points, led up by the likes of Boeing, Hewlett-Packard, IBM, and Wal-Mart. The S&P 500 and Nasdaq ended fractionally in the red zone. Stocks made mixed moves amid a variety of economic news.
Bil Lako, CFP®, discusses how to use trusts to preserve wealth and minimize estate taxes in today’s Marietta Daily Journal. Read the Article
You can and should take steps now to control your future healthcare decisions with an Advance Directive for Healthcare. We explain in this Marietta Daily Journal blog post.
QuickBooks is an extremely powerful tool. We highlight some of the programs hidden gems to help your productivity in this week’s Business Tip.
Verizon, AT&T, and Walt Disney led the Dow lower on Thursday. The S&P 500 ended with fractional gains while a slide in Apple shares pressured the Nasdaq. Enthusiasm over better-than-expected jobless claims data faded as the session progressed.
Medicare’s open enrollment period starts in a week. If your health care needs have changed, consider switching plans. Learn why in this week’s Insurance Tip.
Indices ended Wednesday’s session in the red zone. Caterpillar, Chevron, and Alcoa led the Dow lower. The aluminum titan dipped today after reducing its outlook for global demand for the metal.
If you’ve earned income from renting your residence or vacation home, be aware of the complicated tax rules that apply. Learn more in this week’s Tax Tip.