Mixed Moves
Indices closed out mixed on Thursday. The Dow and S&P 500 traded slightly lower while the Nasdaq ended in the green zone.
Life Insurance Options After Retirement
Once you reach an age where life insurance isn’t a priority, you have options other than abandoning the policy. We explain in this week’s Insurance Tip.
Stocks Step Up
Stocks ramped up on Wednesday. Financial brands such as Bank of America and Citigroup posted gains amid a jump in crude oil.
Most Overlooked Tax Deduction
If you are a beneficiary of an estate, don’t overlook the income in respect of a decedent tax deduction. Learn more in this week’s Tax Tip.
Brands Rally
Indices traded well into the green zone on Tuesday. Technology brands such as Apple, Alphabet, and Microsoft rallied. Stocks gained on a variety of economic news.
Debt Optimization Strategies
If you have debt, it is crucial to understand the terms, interest rates, payment terms, prepayment and penalties. We explain in this week’s Financial Tip.
A Slight Retreat
Indices landed in the red zone on Monday. Utilities and phone brands led the slight downswing.
A Green Finish
Indices closed in the green zone on Friday. Better-than-expected quarterly data for Applied Materials led the tech sector higher. Technology brands such as Apple, Alphabet, Microsoft, and Intel climbed on the news.
Taxes — A Balance Between Security and Convenience
Thieves have claimed more than $30 billion in fraudulent tax refunds. Bil Lako, CFP®, explains in today’s Marietta Daily Journal. Read the Article
Planning for Succession of a Business Interest
When you want to retire from being a business owner, you will have to sell or give away your business interest. We explain in this week’s Business Tip.