Indices concluded trading in the red zone on Wednesday. Financial brands such as JPMorgan, Wells Fargo, and Bank of America stood out among decliners. Stocks dipped in the wake of so-called “DC drama.” Meanwhile, crude oil prices ticked up on inventory news.
What went on with your investment during the year? You need to know because it determines how it is taxed. Learn more in this week’s Tax Tip.
John Dickson, C.P.A., CVA, confirms that no matter how good your business idea, you still need a solid financial plan. Watch the Video
If you’re becoming a parent, you need to consider your budget, insurance coverage, estate plan and more! Learn more in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains alternative investments average investors may consider. Read the Article
Bags Packed? Before you head out, you need to know how your health insurance works out of state or out of country. Learn more in this week’s Insurance Tip.
Uber’s 1099-Ks reflect the total amount charged—not what the driver pockets, creating tax reporting issues. We explain in this week’s Business Tip.
It’s not just for kids! You too can use the American Opportunity Tax Credit and the Lifetime Learning Credit. Learn how in this week’s Tax Tip.
If you’re in the 35% of workers who still have a pension, think carefully before accepting a lump sum payout. We explain in this week’s Financial Tip.
Indices closed well into the green zone on Friday. The S&P 500 and Nasdaq hit new all-time highs. Brands moved up on a variety of economic news. April employment numbers exceeded expectations.