Together Forever: Marriage and Taxes
Marriage changes everything, including your taxes and how you go about year-end tax planning. We explain in today’s Marietta Daily Journal. Read the Article
Tech bubble 2.0? Nasdaq nearing 5,000 again
Ted Parrish tells CNNmoney why tech stocks are more reasonable valued today than 15 years ago. Read the Article
Types of Long-Term Care
As another year passes, it may be time to consider planning for long-term care. Learn about the different types in this week’s Insurance Tip.
Gambling Income and Losses
Gambling winnings are reported as income, while gambling losses are deducted on Schedule A. If you scored big at the casino, read this week’s Tax Tip.
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
Over the past few decades, a field has emerged that examines how human psychological factors influence economic and financial decisions. Understanding these biases may help you avoid questionable calls in the heat of the financial moment.
NQDC Plans: Funding Options
Business owners have several options when funding nonqualified deferred compensation plans. Learn all about it in this week’s Business Tip.
Affect Your Taxes with Gains, Losses
Bil Lako, CFP®, explains how recognizing your capital losses may improve your tax situation. Read the Article in Today’s Marietta Daily Journal
Commercial General Liability (CGL)
Who can be covered by a commercial general liability policy depends on the type of business. Learn what we mean in this week’s Insurance Tip.
Getting Around the Kiddie Tax
Saving for your children’s education in their name? Don’t be deterred by the Kiddie Tax. Read more in this week’s Tax Tip.
IRA and Retirement Plan Limits for 2015
The income limits for deductible traditional IRA contributions has increased for 2015. Learn more in this Financial Tip.