Roth IRA Conversions: Opportunities and Deadlines
2012 may present an opportunity to convert a traditional IRA to a Roth IRA at a potentially lower tax cost. Learn why in this week’s Financial Tip.
In the News: Consider Passing Wealth to Heirs
Some may want to consider taking advantage of a once-in-a-lifetime opportunity to pass wealth to heirs at a reduced tax cost. We explain in today’s Marietta Daily Journal. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only.…
Business Overhead Expense Insurance
Would your business be able to continue operations while you’re disabled? Surprisingly, there is an insurance for that. Learn all about it in this week’s Business Tip.
Five Things to Watch Out for When Buying Long-Term Care Insurance
If you are thinking of buying a long-term care insurance policy, don’t be swayed by unsubstantiated sales pitches. Read all about it in this week’s Insurance Tip.
In the News: Estate Planning—Yes, You Really Need a Will
Estate planning for wealthy and less wealthy individuals alike deals with the same basic issues. We discuss the need for a will on the Marietta Daily Journal blog. Read the Article All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general…
Inheritances Can Be Tricky
The process of claiming an inheritance can be complex, and it helps to be aware of potential tax liabilities. Learn more in this week’s Tax Tip.
Advanced Estate Planning Concepts for Women
Statistically speaking, a woman will outlive her spouse. Read some advance estate planning concepts you should consider. Learn more in this Financial Tip.
How the Health Care Law Will Impact Your Taxes
The health care laws affect more than just high income tax payers. Here is an overview of how it will change your taxes. Learn more in this Tax Strategist.
In the News: Provide for Pets in Your Estate Plan
Pets are property, and property cannot inherit other property, but you can provide for your pets once you’re gone. We explain in today’s Marietta Daily Journal. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided…
Do You Have Enough Auto Insurance?
There can be a gap between the insurance you’re required to have and the amount you really need. We discuss on the Marietta Daily Journal blog. Read the Article All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes…