Options and Riders in Long-Term Care Insurance Policies
Long-Term Care policies don’t have to be one-size-fits-all. Customize your policy with options and riders. We explain in this week’s Insurance Tip.
Are You Leaving Tax Money On The Table?
Crazy to think the IRS has unclaimed refunds. Could you be one? Depends on if you’ve missed these deductions. We explain in this week’s Tax Tip.
Retirement Plan Is Key to Confidence, Survey Finds
No surprise: Retirement confidence is highest among those with a plan. Where do you fall? Find out in this week’s Financial Tip.
Determining Business Value
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the value of your business depends on the valuation method used. Read the Article
Local Lodging May Be Deductible
The IRS can allow certain non-away-from-home lodging expenses to be treated as deductible business expenses. We explain in this week’s Business Tip.
Stocks Step Up
Indices landed well into green territory on Thursday. The S&P 500 closed at a new all-time record level. Technology brands Apple, Microsoft and Amazon prospered on the day.
Divorce and Medicaid
Divorce may allow an ex-spouse to qualify for Medicaid, but there are several drawbacks to this option. Learn more in this week’s Insurance Tip.
Mixed Moves
Indices closed with mixed moves on Wednesday. The Dow and S&P 500 shed some points while the Nasdaq added slight gains. Trading action was flat amid a variety of economic news.
Installment Sale—A Useful Tool to Minimize Taxes
An installment sale may save you capital gains taxes when selling property owned for a long time. Learn more in this week’s Tax Tip.
Slight Retreat
Stocks recovered from early session lows to close slightly in the red on Tuesday. Technology brands such as Google, Facebook, Intel, and Oracle traded lower.