Don’t Have a Retirement Plan? Maybe a SEP Is the Answer
Just finished your business’s books for 2015? You have up to the due date of your business tax return to establish a SEP. Learn more in this week’s Business Tip.
Life Insurance Ownership and Beneficiary Designations
Not coordinating your life insurance policy’s ownership & beneficiary designations, may nullify its purpose. Read more in this week’s Insurance Tip.
Stocks Step Up
Indices closed in green territory on Wednesday. Brands such as Yahoo! and Intel stepped up following the release of better-than-expected quarterly results.
Minimizing Tax on Social Security Benefits
How much of your Social Security benefits are taxable depends on your total income, marital status and other factors. Read all about it in this week’s Tax Tip.
Mixed Moves
Stocks closed with mixed moves on Tuesday. The Dow and S&P 500 tacked on some points while the Nasdaq traded slightly into red territory. Brands such as Johnson & Johnson and UnitedHealth advanced following the release of better-than-expected quarterly results.
What is the federal funds rate?
Does the federal funds rate affect your borrowing rate? You may be surprised. We explain in this week’s Financial Tip.
A Green Monday
Indices closed well into the green zone on Monday. Disney tacked on 2.93% after Pivotal Research upgraded the stock to “buy” from “hold” and increased its price target to $121 from $104.
Brands Retreat
Indices closed the session in red territory. Stocks retreated on a variety of economic news. Crude oil took a breather on Friday. West Texas Intermediate crude slipped 2.8% today to settle at $40.36 a barrel.
Be Wary of Variable Annuities
Investors who have annuity contracts with capital gains are in a sweet spot to take advantage of a 1035 exchange. We explain in today’s Marietta Daily Journal. Read the Article
Penalty for Not Having Health Insurance Surprises Many
The penalty for not having health insurance is the GREATER of two calculation methods. Learn more in this week’s Insurance Tip.