There are taxes even in death. If you have no estate tax provision in your Will, state laws intervene. Learn more in this week’s Tax Tip.
Indices closed Tuesday’s trading session in red territory. Energy brands such as Exxon Mobil, Total, and Royal Dutch Shell sold off amid retreating crude oil futures.
Scary Fact: 41% of households headed by someone aged 55 to 64 had no retirement savings. Learn the steps you should take now in this week’s Financial Tip.
Stocks posted slight gains on Friday amid a variety of economic news. U.S. manufacturing activity ramped up in June. The ISM Manufacturing Index climbed to 53.2 from 51.3 in May.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how simplicity in your finances can provide you with more flexibility. Read the Article
Corporations can use corporate-owned life insurance policies to fund nonqualified deferred compensation plans. Learn more in this week’s Business Tip.
Indices closed trading with gains on Thursday. Brands climbed higher for a third straight session amid a variety of economic news. Initial jobless claims increased last week.
Your financial adviser should not only manage your portfolio for investment returns, but for tax efficiency as well. While tax loss harvesting is often considered at the end of the year, this classic strategy can and should be used by advisers throughout the year to help control their clients’ tax liability. By working closely with our clients and their tax advisers, our experts are able to keep in mind other income that could be offset by tax loss selling.
If you are disabled and unable to work, you may be eligible for a government-sponsored disability insurance program. Learn more in this week’s Insurance Tip.