Congress Suspended the File and Suspend Strategy
Congress passed the Bipartisan Budget Act of 2015, which eliminated the File and Suspend and Restricted Application for Spousal Benefits “loopholes.”
Financial Moves When You have an Empty Nest
Our experts discuss a case study regarding the financial changes a family can make once the children are grown and on their own.
Helping Your Parents Manage Their Finances
Talking to your aging parents about their finances isn’t easy. We provide some tips in this week’s Financial Tip.
Questions to ask Aging Parents
Hosts provide guidance on how to have “The Talk” with elderly parents about their future.
Caring for Your Aging Parents
When you find your parents slowing down with age, you may consider talking to them about their future care. Read more in our Marietta Daily Journal blog post. This article is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded […]
Caring for Aging Parents
If your parents are slowing down with age or health issues, we offer some tips for dealing with aging parents. Learn more in this week’s Financial Tip.
Cashing in Whole Life Insurance, Dividend Stocks and Deere vs. Caterpillar
The “Money Talks” hosts discuss opting to invest the cash value of a life insurance policy and provide some dividend-paying stock picks.
Q&A Time: Total Market Funds, PepsiCo and Taxes on Dividends
The “Money Talks” hosts discuss listeners’ questions regarding using only one fund and ETF for diversification; why investors should hold PepsiCo, and Obama’s proposed tax increase on dividends.
Q&A Time: Liquidity Beyond 10 Years, Stocks for a Roth IRA, and Opinions on Stocks
The "Money Talks" hosts answer listener’s questions on the Ten Year Rule and and provide stock picks for a Roth IRA. They also offer opinions on Century Link, Nam Tai Electronics, Kemet Corp. and PACCAR.
Q&A: Bonds, Margin Interest and Annuities
The "Money Talks hosts answer listeners’ questions on bonds, margin interest and annuities.